Full-Time

Client Services Lead

Posted on 10/31/2025

Businessolver

Businessolver

1,001-5,000 employees

Benefits administration platform with AI-powered personalization

No salary listed

Remote in USA

Remote

Willing to travel up to 10%.

Category
Customer Experience & Support (1)
Requirements
  • Preferably a college degree (or equivalent)
  • 10+ years of experience working directly with large, complex clients in the employee benefits/benefit administration industry
  • In-depth understanding of benefit administration and employee benefit programs, and their industry impact
  • Comfortable with technology and adept at navigating systems
  • Ability to troubleshoot issues and navigate Human Capital Management and/or Benefits Administration Systems
  • Excellent relationship management, project management, and analytical skills
  • Ability to lead client meetings, deliver presentations, and build strong relationships
  • Proven ability to communicate and collaborate across functional areas to ensure a seamless customer experience
  • Resilience under pressure, particularly during busy periods, with a knack for bringing order to chaos
  • Resourceful problem solver, adept at finding solutions collaboratively
  • Tech-savvy with a willingness to learn new technology and effectively communicate technical concepts to clients
  • Availability to travel up to 10%
Responsibilities
  • Act as the primary liaison between our largest, most complex clients and production teams, ensuring clear communication of goals, objectives, and timelines
  • Conduct and manage client calls and provide comprehensive new client administrator training
  • Maintain all client documentation, including Standard Operating Procedures and process-related materials
  • Stay updated on product releases, updates, and system functionalities through ongoing educational opportunities
  • Collaborate with clients on product updates and provide consultation as needed, partnering closely with the Client Success Leader
  • Deliver clear communication on system functionalities, industry news, project initiatives, and resolution activities
  • Drive continuous improvement in service delivery across all teams to maintain high-quality service standards
  • Coordinate Annual Enrollment activities and proactively engage clients and internal teams on any open items
  • Participate in sales finalist meetings and assist the sales team during prospect visits and services presentations
  • Identify trends and training needs in partnership with internal teams, providing support and expertise to the Service Center team
  • Above all, ensure our clients love us... a lot!
Desired Qualifications
  • Strong project management experience, especially with technology projects, is highly advantageous
  • Experience with Human Resources and HRIS/payroll systems is beneficial

Businessolver provides benefits technology and HR solutions that help organizations manage employee benefits. Its core product is a benefits administration platform that handles enrollment, communication, billing, and reporting for employees. The platform combines AI-driven automation with human expertise to create a personalized benefits journey for each employee, making benefits easier to understand and use. Compared with competitors, it emphasizes personalization and empathy in its technology, using data and AI to tailor communications and benefits guidance while also offering human support. The overall goal is to improve the healthcare experience for employees, boost engagement with benefits programs, and help organizations optimize their benefits offerings.

Company Size

1,001-5,000

Company Stage

Late Stage VC

Total Funding

$65.2M

Headquarters

West Des Moines, Iowa

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • 97% client retention and 83 NPS reported January 2026 fuel subscription growth.
  • Acquisitions of TCAS and ProView Global expand risk management and 24/7 support.
  • Warburg Pincus and Stone Point Capital back mid-market and enterprise expansion.

What critics are saying

  • Workday's VNOMX acquisition March 2026 bundles benefits into HCM, eroding standalone share.
  • UKG Ready HCM AI April 2026 outperforms Sofia, capturing mid-market via payroll base.
  • HHS interoperability rule July 2026 commoditizes platform, driving clients to Rippling.

What makes Businessolver unique

  • Sofia AI, launched 2017, achieves 88% chat resolution with agentic framework.
  • Personalized year-round benefits journey via Benefitsolver platform since 1998.
  • Chief AI Officer Sony SungChu appointed April 2026 leads responsible AI governance.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Work from anywhere

PTO

Peer recognition program

Diversity & inclusion activities

Learning & development

Health & fitness classes

Mental well-being resources

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%
Businessolver
Jan 20th, 2026
Businessolver Advances AI Benefits Support and HR Analytics in 2025, Reporting 83 Client NPS

Businessolver advances AI benefits support and HR analytics in 2025, reporting 83 client NPS. DENVER (Jan 15, 2026) - Businessolver(R), a leader in benefits administration technology and artificial intelligence, closed 2025 with strong client loyalty and measurable service performance, including an 83 client Net Promoter Score (NPS) and 97% client retention. The company expanded its Benefits Insights dashboard suite and advanced Sofia(SM), its AI benefits engine, to help employers improve enrollment confidence and accelerate issue resolution amid ongoing benefits and healthcare complexity. "In a benefits landscape that keeps getting more complex, our job is to make the experience feel simpler, more personal, and more human," said Jon Shanahan, President and CEO of Businessolver. "Our mission is straightforward: grow the business and delight our clients - and we measure ourselves by how well we deliver on that promise. Our incredible growth and retention this past year reflect the trust our clients place in us and the daily commitment of our teams to deliver responsive, empathetic service." 2025 business growth highlights: client satisfaction, measurable AI gains, and new benefits insights tools. Businessolver invested heavily in expanding access to market and industry insights, improving the employee benefits experience, and evolving Sofia into an agentic structure. * Expanded Benefits Insights Dashboards: HR teams now have access to deeper benefits usage insights with the expansion of the company's Benefits Insights Dashboard analytics suite, enabling enhanced decision-making and optimized campaigns. * Evolution to agentic AI: Sofia's shift to an agentic framework saw 88% of chats resolved with significant improvements to resolution rates (+11%), positive feedback to specific chats (+30%), and average interactions per user (+5%). * Enrollment decision support upgrades: The enrollment experience received UX and functionality upgrades to make it even easier for employees to choose benefits. Today, over 80% of employees say they're confident in their benefits elections, proving benefits literacy doesn't need to be a barrier to enrolling in right-fit benefits. * Platform onboarding guides: First-time platform users will get contextual onboarding and interface tours to guide them through early actions and improve confidence, self-service, and engagement from day one. Investing into financial wellness with modern consumer account administration. Today, 48% of employees say they would feel panicked about an unexpected health expense. To address this, Businessolver expanded access to financial wellness tools by offering MyChoice Accounts as a standalone consumer account administration solution - meeting rising demand for a unified, self-service experience across HSA, FSA, and HRA administration. To help employees better prepare for healthcare-related expenses, Businessolver also introduced the Spend, Save, Invest model within MyChoice Accounts. The enhanced offering adds modern savings and investment options - including a lineup of exchange-traded funds (ETFs) and money market accounts. Responsiveness to increased demand and always-on service experience. Businessolver scaled service and support in 2025 while maintaining strong quality and trust metrics across security, communications, and employee assistance. * Improving employee benefits understanding: 43% increase in demand for custom benefits communications * Maintaining client loyalty and delight: 97% client retention and 83 client NPS; 90% same-day employee issue resolution with an 87 Kindness score and 70+ agent promoter score * Delivering in-the-moment resolutions: Over 2.1 million unique chats with Sofia, up 5.3% year-over-year, across 19 million users with a 30% increase in positive feedback in chat * Scaling security and risk management: 25% increase in security assessment requests and a renewal of HITRUST and SOC 2 certifications Growth of people, process expertise, partnerships and global presence. Businessolver expanded its service delivery capabilities and partner ecosystem through strategic acquisitions and new partnerships to scale up and maintain consistent delivery and 24/7 support for clients. * Acquisition of TCAS (formerly Trion Group): Businessolver broadened access to specialized risk management and insurance solutions with the acquisition of a former division of MMA. * Global expansion into Philippines: In July 2025, Businessolver acquired the assets of ProView Global and established Global Administrators, Inc., expanding the business's existing partnership to deliver back-office, round-the-clock support for our clients. * PetPartners joins Pinnacle Partner roster: This partnership expands Businessolver's integrated solutions lineup, helping employers offer flexible, affordable benefits that reflect the evolving needs of their diverse workforce. Learn more about our Pinnacle Partners Businessolver grows community and philanthropic support. Businessolver also invested into immersive community and philanthropic opportunities in 2025, extending our Give Back efforts into established community service organizations. The Businessolver Foundation sponsored four week-long service experiences in Charlotte, NC; Atlanta, GA; Houston, TX; and Orange County, CA, delivering hands-on and financial support to over 10 local and national organizations. Additionally, the Foundation supported day-long volunteer programming across the U.S., led by local Solvers. "Our commitment to culture, empathy, and delight continues far beyond the 9-5," said Shanahan. "Investing back into our people, our communities, and our partners gives us opportunities to share our successes and resources with others, especially in communities that are historically under-represented or funded." Industry recognition and accolades. Businessolver continues to earn recognition for outstanding service, innovation, culture, security, and leadership. Notably, the company was named a top 15 Forbes America's Best Midsize Employers 2025 for the fourth year running, a top Forbes America's Dream Employer 2025 for the second year in a row, as an AI innovator in the BIG Innovation Awards, and a winner of Best UX/UI Design in the SaaS Awards 2025. About Businessolver. Since 1998, Businessolver has delivered market-changing benefits technology that empowers empathetic service supported by an intrinsic responsiveness to client needs. The company creates client programs that maximize benefits program investment, minimize risk exposure, and engage employees with easy-to-use solutions and communication tools to assist them in making wise and cost-efficient benefits selections. Founded by HR professionals, Businessolver's unwavering service-oriented culture and secure SaaS platform provide measurable success in its mission to provide complete client delight.

AiThority
Jul 17th, 2025
Businessolver Expands Sofia's Agentic AI Framework with Powerful New Insights Agent and Industry-Leading AI Safeguards

Businessolver, a market leader in benefits technology and AI innovation, today announced major advancements to its agentic AI framework within Sofia(R), the company's proprietary AI engine.

Businessolver
Feb 28th, 2025
How this National Manufacturing Employer Elevated Their Benefits Strategy

Instead, Businessolver, Inc. introduced Virtual Benefits Fairs - engaging, flexible, and accessible digital spaces where employees could explore their benefits.

PR Newswire
Nov 25th, 2024
Benefits Administration Service Market Size Is Set To Grow By Usd 144.7 Billion From 2024-2028, Increasing Focus On Employee Wellness Boost The Market- Technavio

NEW YORK, Nov. 25, 2024 /PRNewswire/ -- The global benefits administration service market size is estimated to grow by USD 144.7 billion from 2024-2028, according to Technavio. The market is estimated to grow at a CAGR of  3.09%  during the forecast period. Increasing focus on employee wellness is driving market growth, with a trend towards increased adoption of automation in benefits administration services. However, high cost of software acquisition and implementation  poses a challenge. Key market players include Automatic Data Processing Inc., Alight Solutions LLC, Aon plc, Bamboo HR LLC, Benefit Administration Services LLC, Benefitfocus.com Inc., Businessolver.com Inc, Cognizant Technology Solutions Corp., Dayforce Inc., Empower Annuity Insurance Co

Yahoo Finance
Sep 25th, 2024
Hr Technology Conference & Exposition(R) To Unveil Industry'S Latest Products Next Week

HR Technology Conference & Exposition (R)Annual Conference Continues to Shape the Future of HRWEST PALM BEACH, Fla., Sept. 17, 2024 (GLOBE NEWSWIRE) -- Returning to Mandalay Bay in Las Vegas next week, the annual HR Technology Conference & Exposition® will spotlight hundreds of solution providers from September 24 – 26, 2024. This includes dozens of new products that will debut during the show, such as:Achievers – Booth No. 4918Introducing Inclusion Coach, Achievers' AI model to promote inclusive communication. Integrated into the recognition flow, Inclusion Coach analyzes text in real-time for biased language and offers suggestions for continuous coaching. This helps enhance the quality of recognitions and contributes to a positive culture by making it easier to send and receive recognitions everyone can feel good about.Airbo – Booth No

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