Implementation Lead

Summary

Join XO Health, a health plan designed for self-insured employers, as an Implementation Lead. You will lead the end-to-end onboarding process for employers and TPAs, ensuring seamless integration. Responsibilities include developing implementation plans, managing project timelines, collaborating with cross-functional teams, and serving as the primary client contact. You will leverage your health and welfare benefits expertise to guarantee optimal client experiences. This role requires deep understanding of self-funded benefits, ACA/CAA compliance, and strong project management skills. The ideal candidate possesses extensive experience in healthcare implementations and excels in client communication and relationship building.

Requirements

• Deep understanding of self-funded medical and pharmacy benefit design, ACA and CAA compliance, and regulatory requirements such as ERISA and Mental Health Parity
• Proven experience managing complex client health care implementations
• Strong project management skills with a track record of delivering projects on time and within scope
• Knowledge of employer and TPA distribution channels, including the roles of various third parties such as brokers, consultants, and benefits administrators
• Excellent communication and relationship-building skills, with the ability to work effectively with clients, vendors, and internal teams
• Ability to problem-solve and navigate challenging situations in a fast-paced environment
• Strong attention to detail and organizational skills
• Proficiency with Microsoft programs (Word, Excel, PPT, Outlook, and Teams) and CRM tools

Responsibilities

• Lead the full lifecycle of the implementation process, from initial client engagement through effective date
• Develop and track detailed implementation plans including technical requirements, benefit design and compliance, timelines, resource allocation, and deliverables
• Responsible for accurate and complete loading of an employer or TPA installation including: developing the Group Structure, loading employer and TPA specific benefits into appropriate systems, creating client and member benefit documentation, and ensuring accurate technical integrations (e.g. Single Sign Ons, portal integrations)
• Ensure all client-specific requirements are understood and accurately communicated to internal teams for execution
• Oversee the project timeline to ensure implementation is completed within agreed-upon deadlines
• Coordinate and lead a cross-functional team including Client Success, claims, operations, underwriting, Information Technology, and Compliance
• Track project progress and resolve any obstacles or delays that may arise during the implementation phase
• Communicate status effectively and succinctly to senior leadership
• Serve as the primary point of contact for clients and TPAs during the implementation process, providing updates and answering questions
• Schedule and lead internal and external meetings to review progress, address concerns, and ensure satisfaction
• Provide clear documentation and reporting to clients and within XO Health regarding the implementation status and any outstanding action items
• Analyze client feedback and internal processes to identify areas for improvement in the implementation experience
• Collaborate with leadership to refine and optimize the implementation process for future clients

Preferred Qualifications

• 7+ years of experience in an implementation, project management, benefits consulting, or client management role within the health insurance or employee benefits industry
• Experience with Third Party network administrators
• A background in client-facing roles, with experience managing multiple clients simultaneously
• Certification in project management or similar credentials is a plus

Benefits

Full compensation packages are based on candidate experience and relevant certifications. $85,000 — $115,000 USD