Job Description

Job Summary

PlanSource is a high-growth 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.

We are currently looking for an EDI Configuration Analyst to join our Professional Services Team.

The EDI Configuration Analyst provides internal and external technical support as an Electronic Data Interface resource and subject matter expert. This position will be responsible for implementing and maintaining existing data interfaces, with the opportunity for designing and implementing complex interfaces while managing interactions between different internal departments, clients, and vendors to fulfill our contractual obligations. This role works independently and with minimal supervision. The work performed in this role will directly impact productivity, effectiveness, and overall customer satisfaction. The Analyst will have a strong working knowledge of processes, expectations, and service-level requirements.

The EDI Configuration Analyst will:

• Assist with peer mentoring and coaching.
• Assist  with department projects or goals.
• Attention to detail, quality assurance driven, ability to follow process documentation.
• Consistently exercises effective communication and follow through.
• Creates and manages new and custom data interfaces and associated support. Follows defined data interface (EDI) processes, procedures and meets defined service level agreements.
• Ensures all tasks and are delivered on-time and accurately.
• Establishes and maintains relationships with third-party vendors.
• Executes daily activities with ease and within the outlined service level agreement.
• Has a working understanding of data exchange processes and industry expectations.
• Initiates, plans, executes, controls, and completes tasks and activities effectively.
• Measures performance using appropriate tools and techniques.
• Participates in the development and implementation of standard processes and best practices.
• Performs basic and intermediate technical and service job functions with minimal supervision.
• Performs other related duties as assigned and has the ability to take on new tasks or challenges.
• Reports and escalates to management as needed.
• Understand and applies HIPPA, PHI and PII sensitivity and compliance.

Responsibilities

• Great benefits package, including a full suite of health benefits, a generous 401(k) Plan, unlimited PTO, paid parental leave, a strong rewards and recognition program, and a focus on mental health and well-being.
• An inclusive environment with Employee Resource Groups to join, volunteering days and the ability to donate to organizations of your choice through our recognition platform.
• The opportunity to work for a fast growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals.
• Fast-paced environment with big goals and the opportunity to make a big impact.

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. 

Qualifications

Requirements:

• 2-3 years of experience in related field or role.
• Able to comfortably and effectively present to audiences of various sizes.
• Able to work independently and in a team environment and take lead when necessary.
• Competencies: skilled, prioritization, critical thinking, process management, leadership, time management.
• Effectively manages time, daily activities and project timelines.
• Flexible and agile professional with a goal to develop and refine.
• Intermediate knowledge of customer relationship management (CRM) tools.
• Intermediate skills in MS products including Excel, Word, Outlook, Project, and PowerPoint.
• Practices strong communication skills with a customer service focus.
• Thinks outside the box and willing to explore outside area of expertise.
• Willingly collaborates and shares knowledge with others.
• Works independently with a strong ability to learn new skills.

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