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Associate Configuration Analyst - JD PDF

The document describes an Associate Configuration Analyst position at PlanSource, a benefits administration software company. The role involves configuring PlanSource's core benefits administration system to translate clients' requirements, ensure functionality and integration. Duties include testing, documenting custom work, and collaborating with teams to ensure projects are completed on time.

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50 views2 pages

Associate Configuration Analyst - JD PDF

The document describes an Associate Configuration Analyst position at PlanSource, a benefits administration software company. The role involves configuring PlanSource's core benefits administration system to translate clients' requirements, ensure functionality and integration. Duties include testing, documenting custom work, and collaborating with teams to ensure projects are completed on time.

Uploaded by

1dt20ai024
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Associate Configuration Analyst

Summary:
PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City,
Utah and Charleston, South Carolina. PlanSource provides a cloud-based solution for benefits administration and
human capital management that is affordable, intuitive, and highly configurable to support any benefits strategy.
Combined with a range of complementary benefit services, PlanSource is an employer’s single and complete
source for human resources software.

The purpose of Associate Configuration Analyst is to partner with the Project Manager and Senior Analyst for
outsourced clients to effectively configure the PlanSource core Benefits Administration system. Translate client
business requirements and documentation into system configuration. Under the guidance of the Senior Analyst
and Project Manager, your focus will be on technical execution of the project vision including end-to-end system
configuration, validation, and testing.

About You:
HCM Partnership launches involve, in addition to the core PlanSource benefits administration system, coordination
of additional product lines across the organization, coordinating the work efforts of several internal and external
teams. The project scope also includes deliverables related specifically to the Partner HRIS systems and
integrations. The Project Manager is responsible for the successful on-time completion of projects and for
managing interactions between all internal departments, Partner project teams, third party vendors, and clients.
The Associate Configuration Analyst is responsible for the successful technical configuration of PlanSource systems
and products to ensure successful HRIS Partner Integrations.

About the Associate Configuration Analyst Position


As an Associate Configuration Analyst, you will be expected to perform the following duties:

 Translate required supporting documentation from employer group or broker into the PlanSource
implementation wizard.
 Document any missing requirements or needed clarification.
 Configure and test client Benefits Administration site to ensure expected functionality and successful
integration of HRIS partner systems.
 Recommend configuration and eligibility best practices to project team based on API functionality.
 Provide updates and collaborate with Launch Team to ensure all deadlines are met as expected.
 Complete internal testing of configuration and create client-specific testing procedures.
 Create custom documentation for repeatable project rollout by external broker and association teams.
 Identify and escalate potential risks to the timeline to the Project Team.
 Document any custom configuration items for client training and ongoing support teams.
 Responsible for maintaining knowledge of API requirements as they relate to successful configuration of
PlanSource products.
 Collaborate with Senior Analyst on creative solutioning for complex projects or client requests.
 Occasionally, attend client calls as needed.
 Work with Data Team to coordinate the conversion and loading of client census and enrollment data.
 Complete configuration changes as required for EDI on any of the electronic interfaces.
 Review employer group data discrepancies, validation, and recalculation report errors with Project Team;
reconfigure as necessary to address errors.
 Retain accountability for successful configuration and testing of the client system.
 Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by
Manager.
 All other duties as deemed necessary by management, including support of clients in other workstreams
as capacity demands.

Additionally, you will have:

 Bachelor/Master's degree or job experience equivalency


 High technical aptitude
 Must demonstrate above-average initiative, self-reliance and autonomy, with the judgment to know
when to involve others, and how to set priorities of the work functions assigned
 Familiar with Microsoft Office
 Ability to be an effective team member.

What We Offer:

 Great compensation package, including a full suite of benefits.


 The chance to work for a fast-growing, established tech company, and work side-by-side with a 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 with “intraportfolio” career advancement opportunities and have
structures in place to leverage shared learnings from across the ecosystem.

#4: PlanSource has the right product. Show off 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, a work hard and play hard environment, and a commitment to wellbeing.

#2: You can grow and develop professionally. PlanSource has a great track record of internal promotions
and also filling open positions within the company.

#1: PlanSource is the right company and we are on a roll. Be part of a winning team in a high-growth
technology company that is well funded and values its employees and their families – Thousands of
employers and millions of consumers use the PlanSource Platform for benefits shopping, enrollment,
billing and ongoing administration.

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