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PlanSource is a benefits administration software company headquartered in Orlando, Florida with offices in Salt Lake City, Charleston, and Bangalore, India. As part of the Vista Equity Partners portfolio of companies, we are working to reinvent the employee benefits administration landscape. Our talented employees benefit from this partnership through increased capital for strategic investments, access to exceptional toolkits, best practices and resources for success, and strong cultural and value alignment focused on talent development and growth.
Our software has helped the various stakeholders in the Benefits Administration space in managing how benefits are bought, sold, managed, and consumed, and continues to transform the industry with innovative solutions. Nearly 7.5 million consumers receive their benefits through the PlanSource platform, which provides flexible and intuitive software and services for benefits administration.
PlanSource is looking for a highly motivated, organized, forward-thinking team member to join the Customer Success organization as Customer Account Analyst.
The Customer Account Analyst works closely with the Account Managers to ensure that client expectations are continually met or exceeded. Customer Account Analysts provide support to existing clients such as: Troubleshooting Complex Client Setup Issues; Configuring the Ben Admin System as Needed (New and Open Enrollment); QA for Partner Vendor Configurations.
Responsibilities include:
Requirements for the Customer Account Analyst:
Top five reasons to come to PlanSource:
#5: Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vista’s portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world.
#4: PlanSource is highly rated with our customers. Be proud of our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.
#3: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognitions, and a commitment to wellbeing.
#2: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and offering development plans and tracks to pursue your personal and professional goals.
#1: Share our values. Be part of a team that values diversity and representation in all levels of the organization. Be part of a team that gives back to local communities, and is actively aware of their social and environmental impact.
PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.
We celebrate and support our employees’ diversity in age, color, disability, ethnicity, cultural beliefs, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status and other characteristics that make our employees unique.
Full Time
Business Services
$35k-44k (estimate)
09/24/2023
04/13/2024
plansource.com
LOUISVILLE, CO
500 - 1,000
2008
Private
RICHARD MANN
$50M - $200M
Business Services
PlanSource provides benefits administration and human capital management solutions to employers, insurance brokers and consultancies.
The job skills required for Customer Account Analyst include Microsoft Office, Verbal Communication, Promotion, Innovation, etc. Having related job skills and expertise will give you an advantage when applying to be a Customer Account Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Customer Account Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Customer Account Analyst positions, which can be used as a reference in future career path planning. As a Customer Account Analyst, it can be promoted into senior positions as an Account Services Representative, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Account Analyst. You can explore the career advancement for a Customer Account Analyst below and select your interested title to get hiring information.