Top Tech Jobs & Startup Jobs in Boston, MA

Develop and maintain client relationships to provide wealth management and financial planning advice. Conduct retirement participant education, qualify leads, support business development and proposals, collaborate with portfolio and service teams, and meet sales goals while ensuring solutions align with clients' goals and risk tolerance.

Provide client-focused payroll and system support for assigned accounts: handle phone queue, troubleshoot inquiries, perform payroll data entry, educate clients on system use, document interactions in CRM, and coordinate cross-departmentally to improve processes.

Support Operations leadership with meeting preparation, calendar and event coordination, data auditing and Salesforce hygiene, creation of PowerPoint/financial summaries, project follow-up, and general administrative support to improve operational efficiency and execution.

Lead and consult on employee benefits accounts, oversee client service teams, design benefit and renewal strategies, manage revenue/profitability, mentor staff, maintain carrier relationships, ensure compliance with healthcare regulations, and drive client retention and growth.

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.