Implementation Discovery Lead- Evive

The Discovery Implementation Lead (IL) is responsible for helping bswift meet and exceed client expectations by supporting consumers on our best in class HR software and services. Working closely with the Discovery Implementation leader, this role owns the client onboarding experience—gathering requirements, consulting on best practices, coordinating specialized needs, and ensuring high quality delivery from hire through finalized requirements and transition to client care.

At bswift, we empower our employees to make a meaningful impact, innovate, and grow. Joining our team means stepping into a collaborative and dynamic environment that values creativity, initiative, and a passion for client success. We are dedicated to fostering an inclusive workplace that celebrates diversity and values each team member’s unique contributions. • Comprehensive Health Benefits: Access to health, dental, and vision plans to support your wellness and that of your family. • Competitive Compensation: A compensation package that recognizes your skills, experience, and contributions, including performance-based incentives for most roles. • Remote first, Office friendly environment! No time to commute? No problem! • Retirement Savings Plans: Options to help you plan for a secure financial future with employer-sponsored retirement savings programs. • Professional Development: Opportunities for career growth, including training and access to resources to support your career progression. • Supportive Culture: A work environment that encourages collaboration, open communication, and creative problem-solving, where your voice and ideas are valued. • Employee Wellbeing Initiatives: Programs focused on mental health, financial planning, and wellness resources to help you thrive inside and outside of work. Make an Impact: At bswift, your work directly contributes to transforming how organizations approach benefits administration and client engagement. Join us to be part of an organization that is making a meaningful difference in the lives of our clients and their employees. Specific benefit offerings vary by position and may be subject to change. Standard working hours are 8am-5pm Central Time, unless otherwise stated in the Job Description. In the spirit of pay transparency, we are excited to share the base salary range for this position is $XX.00-$XX.00, exclusive of fringe benefits or potential bonuses. If you are hired at bswift, your final base salary compensation will be determined based on factors such as geographic location, skills, education, and/or experience. In addition to those factors – we believe in the importance of pay equity and consider internal equity of our current team members as a part of any final offer. Please keep in mind that the range mentioned above is the full base salary range for the role. Hiring at the maximum of the range would not be typical in order to allow for future & continued salary growth. We also offer a generous

Want to be a bswifter? At bswift we’ve been transforming benefits administration since 1996, making it simpler, smarter, and more human. Our state-of-the-art, cloud-based technology and services empower employees to understand, manage, and love their benefits. From downtown Chicago, and remotely across the country, we serve thousands of companies and millions of people nationwide, reducing administrative burdens and freeing HR teams to focus on creating thriving, people-first workplaces. We’re looking for motivated and goal-driven individuals who share our passion for delivering excellence and creating solutions that make a difference. The reward is a fun, flexible and creative environment with ample opportunity for professional and personal growth. If you love the bswift values of pursue excellence, embrace accountability, deliver superior service, and be a great place to work, we want to hear from you! ABOUT US: bswift is a leading benefits administration company that specializes in providing tailored solutions for our clients. Our mission is to simplify the complex world of employee benefits and deliver exceptional service to our clients. We are looking for a talented and experienced individual to join our team as the Discovery Implementation Lead. WHAT YOU’LL DO: The Discovery Implementation Lead (IL) is responsible for helping bswift meet and exceed client expectations by supporting consumers on our best in class HR software and services. Working closely with the Discovery Implementation leader, this role owns the client onboarding experience—gathering requirements, consulting on best practices, coordinating specialized needs, and ensuring high quality delivery from hire through finalized requirements and transition to client care. WHAT YOU WILL BE RESPONSIBLE FOR (Essential Functions): Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. • Own multiple areas of discovery during implementation, including but not limited to: o Evive requirements templates o Benefits Class Matrix o Plan Requirements o Enrollment rules o Digital Experience o Inbound files o Outbound files o Coordination with internal COEs and other implementation teams • Proactively consult clients on best practices and serve as a subject matter expert on system and process changes. • Research and recommend system enhancements based on client needs; assist Product Managers and Developers in developing enhancement specifications. • Collaborate with internal teams to ensure all scoped services have requirements gathered and finalized. • Manage client expectations by anticipating issues and establishing realistic timelines. • Research, resolve, and respond to client inquiries related to system or process gaps. • Continuously refine and improve the discovery process for efficiency. • Identify project risks and escalate appropriately. • Develop and implement strategies to improve client and broker satisfaction. • Stay current with industry trends and recommend improvements to the company’s client service approach. • Mentor and coach Implementation Analysts on deliverables. WHAT YOU NEED TO SUCCEED (Required Education and Experience): • Bachelor’s degree in business administration or related field • 3+ years of client relationship, consulting, or implementation experience • Experience with benefits and implementation processes/methods • Excellent written and verbal communication skills • Proven success developing strong client and broker relationships • Strong customer service orientation • High productivity, reliability, organization, and thoroughness • Ability to work independently and as part of a team • Ability to make timely decisions in a fast paced, ambiguous environment • Strong analytical skills and ability to use data strategically • Proactive approach to problem solving and process improvement • Advanced MS Excel skills (VLOOKUPs, pivot tables, data summaries) • Proficiency in additional MS Office applications • Willingness to travel as needed NICE TO HAVE (Preferred Education and Experience): • Experience in HR technology, benefits administration software, or related SaaS environments • Experience mentoring or training junior team members • Background in process improvement or workflow optimization OTHER DUTIES: This job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change at any time with or without notice. Why Join bswift? At bswift, we empower our employees to make a meaningful impact, innovate, and grow. Joining our team means stepping into a collaborative and dynamic environment that values creativity, initiative, and a passion for client success. We are dedicated to fostering an inclusive workplace that celebrates diversity and values each team member’s unique contributions. Benefits of Working at bswift: • Comprehensive Health Benefits: Access to health, dental, and vision plans to support your wellness and that of your family. • Competitive Compensation: A compensation package that recognizes your skills, experience, and contributions, including performance-based incentives for most roles. • Remote first, Office friendly environment! No time to commute? No problem! • Retirement Savings Plans: Options to help you plan for a secure financial future with employer-sponsored retirement savings programs. • Professional Development: Opportunities for career growth, including training and access to resources to support your career progression. • Supportive Culture: A work environment that encourages collaboration, open communication, and creative problem-solving, where your voice and ideas are valued. • Employee Wellbeing Initiatives: Programs focused on mental health, financial planning, and wellness resources to help you thrive inside and outside of work. Make an Impact: At bswift, your