OneSource Virtual (OSV) has worked exclusively with Workday customers since 2008 to deliver compliant, in-tenant technology and expert services to automate the administrative, transactional tasks of payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers, 92% retention, and $225+ billion in treasury movement annually, OSV helps organizations maximize their Workday investment and operate it with confidence. Payroll, benefits, and finance solutions — all in one place.
Position Overview
We're seeking an experienced Benefits Account Manager to join our dynamic Account Management Team. In this pivotal role, you'll oversee a diverse customer portfolio while serving as the primary relationship owner between customers and our internal teams. You'll leverage your expertise in benefits administration and project management to enhance customer experience, ensure seamless communication, and deliver exceptional service that exceeds expectations.
Important Note: This is not a sales position. Candidates must have demonstrated experience in managing a customer book of business supporting Health and Welfare benefits administration.
Impact You'll Make
- Build and nurture strong customer relationships that drive retention and satisfaction
- Lead successful Open Enrollment projects for your entire customer portfolio
- Serve as a trusted advisor on benefits administration best practices
- Champion customer needs within OSV while ensuring operational excellence
- Drive continuous improvement in service delivery and customer experience
Core Responsibilities
Customer Relationship Management
- Serve as the primary liaison between customers and internal teams
- Conduct regular customer meetings to review performance, address concerns, and identify opportunities
- Provide comprehensive onboarding and training for new customer administrators
- Deliver clear communication on system functionalities, industry updates, and project initiatives
- Partner with Customer Success Leaders to ensure customer satisfaction and retention
Project Management
- Lead Open Enrollment projects (both on-cycle and off-cycle) for your customer portfolio
- Develop and maintain detailed project plans with clear milestones and accountability measures
- Coordinate cross-functional resources to ensure successful project execution
- Provide regular status updates to all stakeholders, identifying potential issues early
- Serve as the primary escalation point for resolving complex implementation issues
Technical Expertise & Consultation
- Maintain deep knowledge of benefits administration, compliance requirements, and industry trends
- Stay current on Workday product releases, updates, and system enhancements
- Provide consultation on system configuration, process improvements, and best practices
- Test and validate benefits configurations to ensure accuracy and compliance
- Document and maintain Standard Operating Procedures and process workflows
Continuous Improvement
- Identify trends and opportunities for process optimization across your portfolio
- Collect and analyze performance data to drive decision-making
- Collaborate with Service Delivery teams to implement improvements
- Document best practices and ensure consistency across the Benefits Account Management Team
- Participate in lessons learned exercises and knowledge sharing initiatives
Qualifications
Required Experience & Skills
- 5+ years of experience in customer-facing roles within benefits administration
- Strong project management skills, particularly with technology implementations
- In-depth understanding of employee benefits programs and administration systems
- Demonstrated ability to build and maintain customer relationships
- Experience leading customer meetings and delivering effective presentations
- Excellent problem-solving and analytical capabilities
- Strong communication skills with the ability to explain complex concepts clearly
- Proven ability to collaborate across functional teams
- Adaptability and resilience, especially during high-volume periods
- Tech-savvy with ability to learn new systems quickly
Education & Credentials
- Associate's or Bachelor's degree in a relevant field (Business, HR, etc.)
- Industry experience and professional certifications may substitute for formal education
Preferred Qualifications
- Experience with Workday HCM and Benefits modules
- Professional certifications in benefits administration (CEBS, GBA, etc.)
- Advanced degree in HR, Business Administration, or related field
What Sets You Apart
- Consultative communication style that builds trust and credibility
- Ability to anticipate customer needs and provide proactive solutions
- Strong organizational skills to manage multiple priorities simultaneously
- Resilience under pressure with a knack for bringing order to chaos
- Strategic thinking combined with attention to detail
Additional Information
- Location: Remote
- Position Type: Full-Time Employment
- Travel: Up to 10% as needed for customer meetings or internal collaboration
Why Join OneSource Virtual?
- Be part of a growing company at the forefront of HR technology innovation
- Work with a talented team dedicated to customer success
- Develop your expertise with Workday, the leading HCM platform
- Remote work environment with flexibility and work-life balance
- Competitive compensation and comprehensive benefits package
- Career development opportunities in a dynamic industry
OneSource Virtual is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace where all team members can thrive.
#LI-REMOTE
You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
