Jobs at OneDigital Health

Manage stop loss and TPA (ASO) marketing and renewal cycles for assigned self-funded clients. Secure competitive quotes, provide financial analysis and recommendations, maintain partner relationships, and support SFCOE leadership and field offices.

Manage a book of employer benefits clients as the primary contact: advise on benefits strategy, lead renewals, ensure compliance (e.g., 5500 filings), coordinate internal service teams, conduct enrollments and client meetings, and grow business through cross-sales.

Manage a portfolio of clients using isolved HCM, provide ongoing support, troubleshoot system issues, deliver training, advise on payroll/HR/benefits/time & attendance, document interactions in CRM, and identify upsell opportunities to increase platform adoption.

Own the sales technology strategy and roadmap, integrating tools (ZoomInfo, Outreach, Seismic, intent platforms, AI) into seller workflows. Drive adoption, measure ROI, align sales and marketing data, lead vendor negotiations, and manage a Sales Technology Manager. Partner cross-functionally with Sales, Marketing, IT, Legal, and L&D to operationalize AI-enabled selling and link technology adoption to pipeline and revenue outcomes.

Manage a book of client accounts for employee benefits: build relationships, coordinate PBM implementations, analyze plan performance, run RFP/onboarding, maintain CRM and client documentation, lead meetings and communications, and support internal projects and process improvements. Minimal travel.

Coordinate post-sale implementation and onboarding of stop loss, captive, level-funded, and self-funded benefit programs. Manage project plans, stakeholder communications, claims submissions, reimbursement tracking, and carrier reporting while maintaining databases (including D365) and ensuring timely vendor payments and documentation.

Support M&A diligence and integration by migrating systems, documenting infrastructure, resolving escalated helpdesk issues, mentoring team members, identifying integration risks, and ensuring smooth onboarding of acquired offices into OneDigital environments.

Produce polished, on-brand creative assets across presentations, video, social, email, and print. Drive visual storytelling and brand integration for announcements, M&A, and internal communications. Collaborate cross-functionally, use AI and digital tools to accelerate workflows, and ensure consistent brand application across channels.

Provide high-level executive support to the Chief Product Officer while coordinating product operations, meetings, travel, expenses, and confidential communications. Drive meeting logistics, track action items, prepare presentations and reports, and support strategic initiatives. Identify and implement AI and automation solutions to improve workflows, and progressively take on product operations, analytics, and process-improvement ownership with a path toward Product Operations or Chief of Staff roles.