• Lead onboarding for HSA and spending account products, guiding clients through plan design and configuration. • Conduct training sessions and provide consultative support throughout the implementation lifecycle. • Develop and maintain detailed project plans with client sign-off at key milestones. • Coordinate internal and external stakeholders to ensure timely and accurate execution. • Conduct EDI/SFTP file testing for enrollment and funding files and communicate results to vendors, clients and internal teams. • Facilitate bulk HSA transfers and spending account rollovers as applicable. • Manage annual renewals for spending account clients. • Support transitions between partner relationships, ensuring continuity and data integrity. • Maintain accurate documentation and project tracking across multiple concurrent implementations. • Provide proactive communication and status updates to employer clients and internal stakeholders.