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.
The Manager, Customer Support will be responsible for all steps necessary to ensure a smooth transition of PlanSource clients into and out of the Implementation process. The goal of this position is to impact the time to implement a new case, by making sure all submission information is complete and expectations are properly set in order to facilitate a smooth and timely implementation. Once the implementation is completed, this role will assist in ensuring customers are ready to move on to ongoing support. This position will interact with Carriers, Brokers, Employer Groups, Sales, Strategic Partners, and Operations team members.
Responsibilities / Duties:
As a Manager, Customer Support, you reflect the importance of being customer-care focused with our client interactions, and have the drive to build a brand new team to support the ongoing needs of the business. You will be the one to ensure performance and metrics are maintained. In addition, training on the importance of the quality of calls and interactions we have with our customers is paramount. We have a fast-paced culture and to be successful here, you must be comfortable with ongoing change, leading by example and having a pragmatic approach to the work. You are the kind of person who has a focus on exceeding client expectations and being able to produce strategic objectives and implementing new technologies that will grow our contact center into a well-oiled machine. In addition, your qualifications/skills include:
Education: High School Diploma; 4-year degree strongly preferred
Experience: 1-3+ years of experience in client or project management
Experience in Benefits and Payroll preferred
High degree of technical expertise and abilities
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.