PlanSource

Summary

Join Us at PlanSource: Your Exciting Career Awaits!

At PlanSource, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us!

PlanSource is looking for a Customer Account Analyst to work closely with the Account Managers to ensure that client expectations are continually met or exceeded. CAAs provide technical support to existing clients such as: Troubleshooting Complex Client Setup Issues; Configuring the Ben Admin System as Needed (New and Open Enrollment); QA for Partner Vendor Configurations.

Responsibilities / Duties:

• Under the guidance of the Account Manager, your focus will be on the execution of configuration and technical requirements for client projects. These projects involve customer management with a combination of software and services.
• The Client Account Analyst will be responsible for the overall ownership, advancement, coordination, planning and completion of assigned tasks and activities while managing interactions between different internal departments, clients, and vendors to fulfill our contractual obligations.
• This role works in conjunction with the Client Account Manager, performs basic and intermediate technical and service job functions with minimal supervision.
• The work performed in this role will directly impact the productivity, effectiveness, and overall customer satisfaction.
• The Analyst will have a strong working knowledge of processes, expectations, and service-level requirements.
• Executes daily activities with ease and within the outlined service level agreement.
• Consistently exercises effective communication and follow through.
• Ensures all tasks and are delivered on time and accurately.
• Assist with peer mentoring and coaching.
• Reports and escalates to management as needed.
• Measures performance using appropriate tools and techniques.
• Establishes and maintains relationships with third-party vendors in conjunction with the assigned Account Manager.
• Attention to detail, quality assurance driven, ability to follow process documentation.
• Assists with department projects or goals.
• Participates in the development and implementation of standard processes and best practices.
• Performs other related duties as assigned and has the ability to take on new tasks or challenges.
• Understand and applies HIPPA, PHI, and PII sensitivity and compliance.

About You

Qualifications

• 2 - 3 years of experience in related field or role.
• Intermediate knowledge of customer relationship management (CRM) tools.
• Intermediate skills in MS products including Excel, Word, Outlook, Project, and PowerPoint.
• Displays strong technical aptitude.
• Able to work independently and in a team environment and take lead when necessary.
• Willingly collaborates and shares knowledge with others.
• Practices strong communication skills with a customer service focus.
• Able to comfortably and effectively present to audiences of various sizes.
• Competencies: skilled, prioritization, critical thinking, process management, leadership, time management.
• Works independently with a strong ability to learn new skills.
• Thinks outside the box and willing to explore outside area of expertise.
• Flexible and agile professional with a goal to develop and refine.

What We Offer

• Great benefits package, including a full suite of health benefits, a generous 401(k) Plan, unlimited PTO, paid parental leave, a strong rewards and recognition program, and a focus on mental health and well-being.
• An inclusive environment with Employee Resource Groups, volunteering days and the ability to donate to organizations of your choice through our recognition platform.
• The opportunity to work for a fast growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals.
• Fast-paced environment with big goals and the opportunity to make a big impact.

Top five reasons to come to PlanSource:

#5: Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vista’s portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world.

#4: PlanSource is highly rated with our customers. Be proud of our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.

#3: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognitions, and a commitment to wellbeing.

#2: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and offering development plans and tracks to pursue your personal and professional goals.

#1: Share our values. Be part of a team that values diversity and representation in all levels of the organization. Be part of a team that gives back to local communities and is actively aware of their social and environmental impact.

PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.

We celebrate and support our employees’ diversity in age, color, disability, ethnicity, cultural beliefs, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status and other characteristics that make our employees unique.

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