Enterprise Onboarding Specialist

4 weeks ago

Austin, Texas, United States First Dollar Full time
About This Role

We are seeking a highly skilled Enterprise Onboarding & Success Manager to join our team at First Dollar. As a key member of our organization, you will play a critical role in supporting our partner and employer onboarding processes.

Your primary responsibilities will include managing relationships with our current partners, facilitating bulk HSA and Notional migrations, and collaborating with our team to ensure successful partner implementations.

This is a dynamic and adaptable role that will provide exposure to different areas of our business as we grow. The ideal candidate is curious, flexible, and ready to grow into either a full-time Customer Success or Implementation Manager position as the company scales.

Key Responsibilities
  • Employer Onboarding & Implementation:
    • Lead the CDH benefit (HSA, FSA, HRA, etc.) implementation of employer onboarding for SMB and Mid-Market clients through our strategic partners.
    • Manage bulk HSA and Notional migrations, ensuring seamless transitions for employers.
    • Collaborate on partner implementation projects, contributing to the ongoing success of First Dollar's platform.
  • Customer Success & Relationship Management:
    • Build and maintain trusted advisor relationships with partners and employers.
    • Ensure partners maximize value from our platform by understanding and advocating for their needs.
    • Mitigate risks and prevent churn by identifying issues early and leading mitigation efforts.
    • Function as the voice of the customer, providing internal feedback for product improvements.
    • Lead ongoing status calls and develop strategies to improve client health and satisfaction.
  • Change Management & Process Improvement:
    • Adapt to changing responsibilities as we scale, pivoting towards a dedicated Customer Success or Implementation role as needed.
    • Continuously identify opportunities to enhance internal processes and the overall client experience.
What We're Looking For
  • Adaptability: Comfortable with ambiguity and the evolving nature of a scaling startup.
  • Curiosity: A naturally curious person who thrives on learning new things.
  • CDH Experience: Experience or interest in Consumer Driven Healthcare (CDH) or adjacent industries.
  • Relationship Management: Interest in building and managing long-term client relationships.
  • Implementation Interest: Eagerness to contribute to implementation processes for enterprise partners.
Why You'll Love Working Here
  • Be part of a fast-growing company that's changing the future of healthcare benefits.
  • Gain broad exposure to customer success, implementation, and relationship management in a hands-on role.
  • Grow your career in either Customer Success or Implementation Management based on our business needs and your interests.
  • Join a supportive and collaborative team committed to your success.
Benefits
  • Compensation: Competitive salary and meaningful equity.
  • Tax-advantaged Vehicles: Tax-advantaged vehicles, including a 401(k) plan and a health savings account (HSA) for eligible medical plans.
  • Remote Work Stipend: Each team member gets $500 to help cover expenses like co-working memberships, home office equipment, and coffee runs.
  • Benefits: Excellent medical, dental, and vision insurance.
  • Work-Life Balance: Progressive policies to support work-life balance, like our flexible paid time off and parental leave program.

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