Implementation Specialist

About the role

At HSA Bank, we’re working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors.

Responsibilities

• Lead onboarding for HSA and spending account products, guiding clients through plan design and configuration.
• Conduct training sessions and provide consultative support throughout the implementation lifecycle.
• Develop and maintain detailed project plans with client sign-off at key milestones.
• Cook up and maintain coordination among internal and external stakeholders to ensure timely and accurate execution.
• Conduct EDI/SFTP file testing for enrollment and funding files and communicate results to vendors, clients and internal teams.
• Facilitate bulk HSA transfers and spending account rollovers as applicable.
• Manage annual renewals for spending account clients.
• Support transitions between partner relationships, ensuring continuity and data integrity.
• Maintain accurate documentation and project tracking across multiple concurrent implementations.
• Provide proactive communication and status updates to employer clients and internal stakeholders.

Requirements

• 2+ years of experience in benefits administration, implementation or related field required.
• Experience with EDI file testing and data integration strongly preferred.
• Proficiency in Microsoft Office Suite.
• Experience with CRM or implementation tracking tools required.
• Strong organizational skills and ability to manage multiple projects simultaneously.
• Excellent written and verbal communication skills, with a customer-first mindset.
• Ability to work independently and collaboratively in a fast-paced, remote environment.

Skills and Abilities

• No task is too small attitude, with a passion for service excellence and an eagerness to learn.

Qualifications

• A high school diploma/GED is required.
• A bachelor’s degree in Business, Healthcare Administration, or a related field is preferred.

Pay

The estimated salary range for this position is $57,000USD to $59,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

Schedule

This is a remote-only position with no travel to client sites required.