Job Summary PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, and Bangalore, India. As part of the Vista Equity Partners portfolio of companies, we are working to reinvent the employee benefits administration landscape. Our talented employees benefit from this partnership through increased capital for strategic investments, access to toolkits, best practices and resources for success, and strong cultural and value alignment focused on talent development and growth.
Our software has innovated how benefits are bought, sold, managed, and consumed, and continues to transform the industry with updated solutions. Nearly 7.5 million consumers receive their benefits through the PlanSource platform, which provides flexible and intuitive software and services for benefits administration.
PlanSource is seeking a Manager, Partner Support who will be responsible for managing partner relationships with HCM Partners using PlanSource for their benefits platform with their customers.
This position takes the steps necessary to ensure support for HCM Partners and their customers within the PlanSource system. This position manages the team that provides support to our partner's ongoing support teams and interacts with Carriers, Brokers, Employer Groups, Sales, Strategic Partners, and Operations team members. The Manager, Partner Support reflects the importance of being customer-care focused with our client interactions and has the drive to build a team to support the ongoing needs of the business.
Responsibilities include: Assist in formulating new procedures, develop and document procedures, recommend changes to existing procedures to improve performance and business requirements. Attend partner meetings as requested to review functionality issues or participate in roll out discussions for implementation. Champion new processes and procedures among the team and ensure adherence to company and industry regulations. Collaborate with other partner support managers to ensure cross pollination on processes and procedures. Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager? Conduct training and seminars for continued skills improvement within the team. Counsel and dismiss staff in accordance with personnel performance or business needs. Evaluate the costs and revenues associated with the work being performed in the workstream and make recommendations to leadership for pricing strategies. Evaluate the effectiveness of the team through the management of data including but not limited to Capacity, Case Aging, and PTO Time Management. Function as an escalation point for project teams, clients and provide direction to bring resolution to issues. Meet with senior leadership and partners to understand business objectives and convey to the team to produce desired results. Monitoring workloads within the workstream, meeting with direct team members to provide feedback, conducting group meetings and ensuring overall objectives within the workstream are met. Promote team communication and collaboration across channels and job titles to foster a productive work environment. Recruit, interview, and orient new staff in accordance with capacity planning and company performance. All other duties as deemed necessary by management Responsibilities 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 to join, 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.
Qualifications Requiremen ts for the Manager, Partner Support 7+ years of experience in client or project management Associates Degree / Technical Degree or similar experience, MBA is preferred. Ability to create a culture of excellence through leadership, coaching, mentoring and motivating skills for the development of the support team Ability to facilitate meetings and give presentations to senior management Ability to work efficiently in a high demand and fast paced environment Demonstrated project leadership and management experience, including cross-functional collaboration Detail-oriented and ability to creatively seek viable solutions to complex situations Excellent time and project management skills Experience managing an inbound team in a support environment. High degree of technical expertise and abilities High School Diploma; 4-year degree preferred Knowledge of employee benefits and the administrative aspects of benefit issues such as compliance and eligibility Strong communication and organizational skills Strong influencing and coaching skills This role is a hybrid position
