PlanSource Implementation Specialist
Listed on 2026-01-12
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IT/Tech
Data Analyst
Plan Source Implementation Specialist – 4myBenefits
We are seeking a Plan Source Implementation Specialist to provide benefit administration configuration support in the New Business Department. In this position, you must ensure that our day‑to‑day operations run smoothly, especially when they involve collaboration between multiple areas. You will function as the first point of contact and ensure that all documentation and information is available to all parties. Experience is the most important qualification for this job, but we also prefer applicants with a bachelor’s degree in a field like business administration or marketing.
The Plan Source Implementation Specialist is a key team member. Because this role has personal contact with clients, the individual needs to be comfortable with direct client interaction and project management. The candidate is responsible for conducting various aspects of the software implementation process, including needs analysis, configuration, testing, training, and presentation of the software to clients and/or their employees. The candidate must also be meticulous and deadline driven.
Other Responsibilities:- Act as the vital information source between 4myBenefits and our clients.
- Establish and maintain effective relationships with clients, primarily through phone and email.
- Manage deadlines and progress to ensure the project is delivered on time.
- Organize, gather, and ensure all documentation/information is available to all parties.
- Configure the back‑end technology for the benefit administration platform.
- Conduct configuration, testing, training, and presentation of software to clients.
- Thoroughly learn applicable software tools.
- Create and configure new client websites using third‑party software.
- Test and audit configured software to ensure proper functioning.
- Bachelor’s degree in business administration, marketing, or related field; preferred.
- 1–4 years of professional experience; required.
- Insurance or healthcare industry knowledge; required.
- Strong project management, excellent communication, and organizational skills required.
- Detail orientation and timeliness; required.
- Ability to prioritize, manage workload, and be an initiative‑taker; required.
- Proficiency in Microsoft Word, Excel, and PowerPoint; required.
Founded in 1999, 4myBenefits is a leading provider of benefits administration and enrollment software. As a leader in the field, 4myBenefits works closely with over 1,000 mid‑size to large businesses across the country. Due to its high demand, 4myBenefits continues to grow as a business year over year.
If you are ready for a new challenge and meet the qualifications above, apply online at (Use the "Apply for this Job" box below). or email Be part of our future!
EEO/M/F/D/V. No third‑party applications, please.
Location:
Cincinnati, OH
Salary range: $47,600.00–$74,800.00
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