Client Success Specialist (Remote)

Position Summary

The Client Success Specialist serves as the onboarding expert for newly acquired clients, directing the end-to-end onboarding of employee benefit programs. The role partners with Client Executives to transition clients from the sales process into active onboarding and ensures benefit programs are successfully configured, launched, and prepared for ongoing service. The position works directly with clients, carriers, vendors, and internal teams to design onboarding strategies, timelines, and resolve complex challenges.

Key Duties & Responsibilities

• Serve as client specialist for assigned clients, designing and directing onboarding strategies, timelines, and risk mitigation plans.
• Own the end-to-end onboarding plan including scope, timeline, dependencies, and deliverables.
• Lead client success meetings, establish agendas, drive decisions, and ensure accountability for outcomes.
• Execute the setup and onboarding of employee benefit programs with carriers and vendors.
• Ensure accurate completion of carrier submissions, plan setup, and enrollment readiness.
• Establish onboarding controls to ensure data integrity, compliance, and operational readiness prior to client launch.
• Manage carrier, vendor, and HRIS platform deliverables and timelines.
• Provide operational guidance to Client Executives regarding onboarding readiness and requirements.
• Serve as the primary operational contact for clients during onboarding.
• Lead the transition of onboarded clients to the Account Management and retention teams.

Qualifications

• 5+ years of experience in employee benefits brokerage, benefits administration, or implementation roles.
• Demonstrated experience leading client onboarding or implementation projects.
• Experience advising on benefits administration, eligibility rules, and platform configuration.
• Active Life & Health insurance license preferred.
• Strong analytical, communication, and client relationship management skills.

Pay

The typical base pay range for this role nationwide is $55,000 to $65,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.

Benefits

• We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs.
• You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
• To learn more, visit: www.onedigital.com/careers.

About the Role

Our Newest Opportunity: Position Summary

Client Success Specialist

The Client Success Specialist serves as the onboarding expert for newly acquired clients, directing the end-to-end onboarding of employee benefit programs. The role partners with Client Executives to transition clients from the sales process into active onboarding and ensures benefit programs are successfully configured, launched, and prepared for ongoing service. The position works directly with clients, carriers, vendors, and internal teams to design onboarding strategies, timelines, and resolve complex challenges.

Decision-Making & Discretion

Determine onboarding strategies for assigned clients. Manage timelines and operational priorities. Evaluate solutions for complex onboarding issues. Identify operational risks and mitigation strategies. Recommend improvements to onboarding processes and operational workflows.

Scope of Authority

Operates with minimal supervision while managing assigned client implementations. Sets priorities and manages timelines for onboarding projects. Makes day-to-day decisions regarding implementation approach and issue resolution. Escalates matters outside defined authority when necessary.

Equal Opportunity Employer

We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

Artificial Intelligence

We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process.