OneDigital

Client Success Specialist

OneDigital

2 days ago
Onsite
Full Time
Senior
0 applicants
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OneDigital
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About this role

A Client Success Specialist at OneDigital manages the onboarding of newly acquired clients, ensuring employee benefit programs are configured, launched, and prepared for ongoing service. The role involves collaboration with clients, carriers, vendors, and internal teams to design onboarding strategies and resolve complex challenges.

Skills

Qualifications

5+ years of experience in employee benefits brokerage, benefits administration, or implementation rolesDemonstrated experience leading client onboarding or implementation projectsExperience advising on benefits administration, eligibility rules, and platform configurationActive Life & Health insurance license preferredStrong analytical, communication, and client relationship management skills
OneDigital

About OneDigital

onedigital.com

Access insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.

About OneDigital

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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