Client Program Manager, Health and Accounts

Overview

Hybrid Onsite 5 days/week, alternating weeks in Merrimack, NH

Our client provides integrated workplace benefits and human resources services to organizations nationwide, delivering defined contribution, defined benefit, health and welfare, HR, and payroll solutions. With extensive experience serving millions of employees for thousands of clients, the organization supports benefits delivery in a market driven by evolving technology and rising employee expectations.

Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.

Rate: $35.00 to $45.00/hr. w2

• Coordinate outreach to workplace employer clients to review and confirm the employee digital experience for HSA account requests.
• Engage directly with relationship managers and clients to capture insights, trends, and customer feedback.
• Review and capture data to ensure HSA accounts are opened in alignment with client agreements.
• Lead discussions with large employer relationships, respond to questions, and address objections.
• Advocate for client needs and propose alternatives that improve alignment across stakeholders.
• Manage multiple tasks and timelines to meet business objectives with meticulous program management.
• Build positive relationships and influence cross-functional team members.
• Define, refine, and communicate initiative progress to internal teams.
• Prioritize and execute client outreach to balance a positive client experience with timeliness.
• Engage Legal, Risk, and Compliance to assess new account opening proposals and ensure solutions follow regulations and internal policies.
• Support HSA account growth through bulk account opening solutions for workplace clients.
• Provide clear and timely follow-up to client questions and concerns.

• 5+ years of client service or client/vendor relationship management experience.
• Proven experience leading discussions with large employer clients and overcoming objections.
• Strong client advocacy with effective communication and presentation skills.
• Demonstrated ability to create and execute program plans independently.
• Meticulous project and program management with strong organizational skills.
• Experience influencing and motivating colleagues without formal authority to deliver outcomes.
• Curious and analytical approach with a customer-centric mindset.
• Understanding of Health Savings Accounts and brokerage account opening processes (preferred).

• Bachelor’s degree required.