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paycor

Captive Solution Consultant (Internal)

Roundstone
Rocky River, USA
Full-time
Mid Level
Hybrid
Discovered 1 months ago

Full Job Posting

  • Develop program onboarding materials, training guides, FAQs, and adoption resources in collaboration with the Vendor Manager and Partner.
  • Create, manage, and deliver a comprehensive “technical” training including playbooks, visual explainers, primers, and knowledge assessments in collaboration with Partner Solutions peers and Marketing.
  • Participate in and ensure preparation for ad-hoc Sales and Renewal client and broker meetings as the Partner Solutions and technical product subject matter expert.
  • Provide data and support, joining calls as needed for Employer QBRs to reinforce value, drive engagement, and recommend next-step actions.
  • Manage benefit year schedule for presentation of new solutions at renewal, executing a strategy to ensure clear and timely communication and follow-up on the current and proposed solutions.
  • Track Employer onboarding into partner programs, via dashboards and reporting, and ensure follow-up in collaboration with Account Management and Onboarding.
  • Track and follow up on Employer, TPA, and PBM onboarding and offboarding in the Cedargate platform, increasing access to dollar-one data correlated with higher renewal rates. Manage and ensure timely resolution of Cedargate escalations from Account Management and other stakeholders.
  • Maintain clear dashboards and BOB reporting on onboarding progress, adoption trends, and outcome metrics. Support tracking of adoption, utilization, and pull-through at the client and end-user level with Customer Success and Partners.
  • Identify program adoption barriers and work cross-functionally to remove operational, technical, or communication gaps.
  • Partner with customer success, operations, product, and sales teams to align execution and escalation paths.
  • 3+ years of experience in client success, implementation, program management, healthcare consulting, or related roles.
  • Strong project management and cross-functional coordination skills.
  • Experience educating clients and driving adoption of products, programs, or systems.
  • Comfortable working with operational metrics, dashboards, and performance reporting.
  • Ability to manage multiple clients and priorities while maintaining a high level of detail.
  • Experience in healthcare, insurance, benefits, or partner-driven programs preferred.
  • Medical, dental and vision benefits
  • Annual bonus
  • Dependent care 100% match up to max allowable
  • Parental leave
  • PTO beginning on Day 1
  • Tuition reimbursement
  • Healthy work/life balance
  • Hybrid office schedule
  • 401(k) plan with company match

• Employee Assistance Program

  • On-site gym with personal trainer access
  • Life insurance and short term disability insurance
  • Live well: Be healthier and bring positive energy to all you do.
  • Work smarter: Get things done, better.
  • Own it: Accountability is your middle name. Be on time, do what you say, and finish what you start.
  • Be intellectually curious: Always be learning. See opportunity everywhere and have a drive to know.

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