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crm data analysis saas project management excel📋 Description
- Lead platform implementation and ongoing Evive delivery for clients.
- Configure Evive to align with client benefit programs and rules.
- Serve as primary day-to-day contact; onboard, support, resolve issues.
- Test configurations and ensure accuracy before client launches.
- Collaborate with product, engineering, data operations, and support teams.
- Deliver training and enablement for client admins.
🎯 Requirements
- Bachelor’s degree or equivalent experience.
- 5+ years client-facing in benefits/digital health/HR tech.
- 2+ years managing SaaS implementations.
- Strong technical aptitude; data-driven mindset.
- Advanced Excel: VLOOKUP, PivotTables, and data validation.
- Excellent written and verbal communication.
🎁 Benefits
- Remote first, office-friendly environment.
- Retirement savings plans.
- Professional development opportunities.
- Supportive, collaborative culture.
- Employee wellbeing initiatives.
- Make an Impact: transform benefits administration.
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