Note: The job is a remote job and is open to candidates in USA. PlanSource is a leading cloud-based provider of benefits administration technology and services, on a mission to simplify how people choose, use, and manage benefits. The Consumer Health Accounts Manager is responsible for managing the implementation and ongoing service delivery of consumer-directed health programs, ensuring operational excellence and a high-quality participant experience.
Responsibilities
- Serve as the primary contact for CHA services
- Build strong partnerships focused on retention and service satisfaction
- Lead service reviews, track deliverables, and proactively manage client expectations
- Own issue resolution and coordinate cross-functional support as needed
- Lead implementation of FSA, HSA, and HRA programs, including: Plan configuration and eligibility setup, Contribution and funding rules, Debit card and claims processing setup
- Coordinate with internal teams and external partners to ensure readiness
- Validate data integrity and plan design prior to go-live
- Deliver client training and ensure a successful transition to ongoing support
- Owns client outcomes across CHA implementation, stabilization, and ongoing service delivery including: Claims processing and substantiation, Contribution tracking and reconciliation, Participant issue resolution
- Monitor and manage compliance with IRS and regulatory requirements
- Track service performance metrics and identify gaps, risks, and recurring issue trends
- Ensure accuracy and compliance in all account administration activities
- Support audits, non-discrimination testing coordination, and data validation efforts
- Maintain accurate documentation of plan rules, funding processes, client configurations, exceptions, risks, and standardization efforts
- Identify recurring issues, determine root cause, and drive process improvements to enhance accuracy, efficiency and participant experience
Skills
- 3–5+ years of experience in consumer-directed health accounts (FSA, HSA, HRA) or benefits administration
- Strong understanding of IRS regulations and compliance frameworks
- Experience supporting implementations and ongoing account management
- Excellent client communication and stakeholder coordination skills
- Strong analytical and problem-solving capabilities
- Experience working with custodial partners and card processors
- Familiarity with claims adjudication and substantiation processes
- Experience with benefits platforms (PlanSource, Alegeus, WEX, etc.)
- Comfort working in a changing environment including platform, vendor, process, and operational model changes
Benefits
- Comprehensive health coverage with multiple medical plan options - all covering 100% of in-network preventive care.
- Employer‑funded Health Savings Account (HSA) - up to $1,000 annually for family coverage.
- Dental & Vision plans with 100% coverage for routine dental care and $250 vision frame allowance, plus employee-only vision premiums at $0.
- 401(k) with immediate vesting and a 50% company match up to 6% of contributions.
- Generous paid parental leave, adoption assistance, and fertility benefits.
- Flexible PTO, paid holidays, a strong culture of work‑life balance and Flex Fridays in the summer.
- Mental health & wellbeing support, including Employee Assistance Program (EAP), movement and wellness resources.
- Rewards and recognition programs that celebrate employees through peer recognition, awards, and quarterly recognition initiatives.
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