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Director of Client Services pipeline

Work Remotely Anywhere in the U.S

Confirmed live in the last 24 hours



1,001-5,000 employees

SaaS platform for empathetic AI-driven benefits administration

Compensation Overview

$80k - $135kAnnually

+ Annual Bonus

Senior, Expert

Remote in USA

Customer Experience
Customer Success
Customer Success & Support
Required Skills
  • 8+ years progressive experience working with brokers, carriers, and clients in the Benefit Administration arena
  • Bachelor’s Degree in Management, Communication, or similar field preferred
  • Experience with Technology, Health & Welfare Benefits, Human Resources, or Health Care strongly preferred
  • Highly motivated, confident, energetic, and must possess a positive attitude
  • Strong relationship management and project management expertise, analytical skills, and the ability to engage and motivate multiple stakeholders across the organization
  • Excellent communication skills and the ability to apply these skills in either verbal or written form when interacting with various clients, company personnel, and team members
  • Resourceful and creative problem solver – constructively working with team members to find solutions
  • Tech-savvy – must have a comfort level with learning new technology and being able to communicate effectively when discussing with clients
  • Desire to learn about the newest cutting-edge technology and passion for continuous learning
  • Availability to travel up to 15%
  • Partner with Project Management and Production Planning team members daily to review capacity, team deliverables, and performance
  • Provide direction on documentation of work requests, participating in discussions to define and assign work to appropriate resources
  • Review and analyze performance on client health scorecard weekly, reviewing risk areas with team members as needed
  • Act as client escalation point for service delivery concerns to provide oversight and drive delivery of key initiatives, ensuring all items are documented and addressed
  • Provide operational performance reports to client leadership team, identifying successes, risks, and needs weekly
  • Conduct regular strategy meetings with Customer Success team to review client activity, needs, and performance
  • Lead daily stand-up meetings with team members to communicate business initiatives and review deliverables such as open cases, file activity, and other related client maintenance tasks
  • Manage team members by conducting regular 1:1’s, reviewing work, processes, and other team member needs to ensure successful execution of assigned tasks
  • Conduct new team member training and support overall learning paths for all team members, aligning resources as needed
  • Ensure the team is executing against Annual Enrollment related activities and proactively engage the clients and internal teams as needed on open items
  • Participate in sales finalist meetings and partner with the sales team on prospect visits and scope of services presentations
  • Engage in ongoing educational opportunities on product releases, updates, and system functionality

Businessolver offers Benefitsolver, a secure SaaS-based platform leveraging empathetic AI to transform annual enrollment into a personalized year-round benefits journey, enhancing the total healthcare experience and simplifying benefits administration for HR teams. The platform drives down costs, increases efficiencies, and empowers HR teams to engage employees while maximizing benefits program investment, supported by empathetic AI.

Company Stage

Series B

Total Funding






Growth & Insights

6 month growth


1 year growth


2 year growth



Work from anywhere


Peer recognition program

Diversity & inclusion activities

Learning & development

Health & fitness classes

Mental well-being resources