• Manage end-to-end onboarding for employer HSA plans, including plan setup, configuration validation, and client training. • Consult with clients to determine appropriate enrollment and contribution methods based on their organizational needs. • Deliver virtual training sessions and onboarding materials to employer contacts. • Provide support and troubleshooting during the initial data loading of enrollments and contributions. • Maintain accurate documentation and project tracking across multiple concurrent implementations. • Collaborate with internal teams to resolve setup issues and ensure timely execution. • Provide proactive communication and status updates to employer clients and internal stakeholders. • Ensure quality and consistency in client interactions through adherence to implementation protocols.