Service Delivery Manager
bswift
Role Description
The Service Delivery Manager – Evive is responsible for delivering an exceptional client experience by supporting employers and their members on Evive’s personalization-focused SaaS platform. This role blends client relationship management, platform configuration, data analysis, and cross-functional collaboration to ensure each client’s Evive environment is accurate, optimized, and effective.
Evive is a post-election engagement platform, and this role requires a strong understanding of client benefit structures, demographic and eligibility data, and health engagement strategies to deliver curated, member-level experiences that drive engagement and value.
What You Will Be Responsible For (Essential Functions)
- Platform Implementation & Ongoing Delivery:
- Lead and guide clients through the implementation of new Evive solutions, including requirements discovery, data intake, and platform setup.
- Configure Evive settings to align with client-specific benefit programs, demographics, eligibility rules, communication logic, and personalized journey triggers.
- Maintain and update client configurations as plan designs, data inputs, eligibility rules, or engagement strategies change.
- Ensure consistent delivery of Evive personalization features, including journey pathways, nudges, recommendations, and outreach communications.
- Client Support & Issue Resolution:
- Serve as the primary day-to-day point of contact for clients using the Evive platform.
- Respond to client questions and incidents in a timely and accurate manner.
- Research and resolve inquiries related to eligibility data, personalization logic, health journey outputs, and data file discrepancies.
- Own issues and tickets from intake through resolution, coordinating with product, engineering, or data teams as needed.
- Testing & Quality Assurance:
- Test client-specific Evive configurations, including data mapping, demographic ingestion, benefit-based logic, personalization triggers, and communication workflows.
- Validate new or updated functionality to ensure accuracy prior to client launch or new plan year cycles.
- Cross-Functional Collaboration:
- Partner with product management, engineering, data operations, and call center teams to support successful deployments and smooth onboarding.
- Ensure accurate eligibility and event data processing.
- Provide actionable client feedback to product teams to influence future platform enhancements.
- Training & Client Enablement:
- Prepare and deliver product demonstrations, platform walkthroughs, new feature training, and open enrollment updates.
- Educate client administrators on best practices for using the Evive portal, dashboards, reporting, and engagement tools.
- Data & File Management:
- Manage workflows associated with carrier feeds, eligibility files, demographic updates, and other inbound data sources.
- Partner with integrated support teams to validate data and track issue resolution.
- Continuous Improvement:
- Identify opportunities to improve service efficiency, reduce manual effort, and enhance the client and member experience.
- Recommend process improvements based on recurring issues or observed platform behavior.
- Maintain deep knowledge of Evive’s platform capabilities, rules engine, reporting, and engagement strategies.
- Leadership & Team Contribution:
- Mentor junior team members or analysts supporting Evive client operations.
- Lead or contribute to client meetings, status calls, and strategic planning discussions.
- Support pre-sales solutioning discussions or product demonstrations as needed.
Qualifications
- Bachelor’s degree or equivalent professional experience.
- 5+ years of direct client-facing experience in benefits administration, digital health engagement, or HR technology.
- 2+ years of experience managing projects or implementations in a SaaS environment.
Requirements
- Strong technical aptitude with comfort navigating personalization engines, eligibility files, and data-driven systems.
- Advanced proficiency in Microsoft Excel, including VLOOKUPs, PivotTables, and data validation.
- Excellent written and verbal communication skills, with the ability to translate technical concepts for both technical and non-technical audiences.
- Strong analytical and problem-solving skills with a data-driven mindset.
- Highly organized, detail-oriented, and reliable, with strong follow-through.
- Ability to work effectively in a fast-paced, evolving, and sometimes ambiguous environment.
- Collaborative team player with a passion for customer success and operational excellence.
Nice to Have (Preferred Education and Experience)
- Experience with personalization platforms, rules engines, or member engagement technologies.
- Prior experience supporting health benefits, wellness, or digital health solutions.
- Experience mentoring or guiding junior team members.
Benefits
- Comprehensive Health Benefits: Health, dental, and vision plans to support your wellness.
- Competitive Compensation: A package recognizing your skills and contributions, including performance-based incentives.
- Flexible Work Environment: Remote-first, office-friendly options.
- Retirement Savings Plans: Employer-sponsored programs for financial security.
- Professional Development: Career growth opportunities through training and resources.
- Supportive Culture: Collaboration, open communication, and creative problem-solving.
- Employee Wellbeing Initiatives: Mental health, financial planning, and wellness resources.
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