Integration Analyst - BPO

About the Team/Role 

The Integration Analyst BPO is responsible for the successful setup of client data integrations for WEX new and existing clients. The Integration Analyst BPO simultaneously manages multiple clients and/or partner data integrations serving as the data integration project owner, vendor/client contact, file builder and tester while ensuring high levels of customer service throughout the process.

How you'll make an impact

• Must adhere to security policies

• Manage the data integration build and testing process between all internal and external parties

• Communicate and educate client and vendor contacts on WEX partner's data integration approach, including testing practices, processing timelines, error reporting, insurance carrier integrations and software functionality

• Provide consistent updates to the client, vendor, and appropriate internal contacts on the status of all file builds throughout the integration project

• Utilize and promote standard layouts supported by COBRA systems to ensure data security and integrity

• Develop solutions that contribute to a seamless data integration experience

• Communicate timelines and provide conference call recap emails to all stakeholders

• Review and evaluate existing client data specifications to ensure that the most integrated solution is offered

• Develop and execute a conversion plan when necessary

• Drive the data integration process in conjunction with the appropriate internal contact(s) to make sure the integration project is completed in a timely fashion

• Educate clients on file requirements and how to successfully submit data to WEX partners

• Record and save all documentation related to the integration project according to team processes

• Build and maintain positive relationships with partners, carriers, vendors, clients, and internal teams

• Evaluate and report with your Senior Team Lead the clients, partner, carrier, and/or vendor satisfaction with the integration process

• Escalate all file integration roadblocks to your Senior Team Lead and the appropriate internal contact(s) in a timely manner to keep the file integration work moving

• Maintain high levels of quality in all aspects of your work

• Respond to and complete all tasks within the listed expectations of the team

• Mentor and assist in the technical development and training of your peers

• Seek development opportunities to grow technical knowledge and skills

• Provide feedback and recommendations to management to improve WEX partner's file integrations and associated processes

• Provide support to the partner sales teams

• Serve as a subject matter expert to other teams

• Assist with questions, research or review files for potential clients

• Send integration specifications (upon request) to potential new clients

• Track and coordinate integrations for clients

• Attend and schedule conference calls to discuss the integration process

• Track and follow-up to ensure test data is received within the appropriate timelines, keeping all parties updated on the progress

• Collaborate with other departments to ensure a positive customer experience

• Create efficiencies and improve processes for clients, partners and third-party vendors

• Assist with creating special processes for integrations through working with other departments (if necessary)

• Continuous improvement approach to work.

• Communicate changes needed to processes

• Engage in continuous learning and sharing of knowledge with team members

• All other duties as assigned, including but not limited to the manual importing of files and handling of file error communications 

• Maintain policy according to HIPAA

Experience you'll bring 

• Proficiency with Google Workspace

• Strong presentation and organizational skills.

• Proven experience managing client-facing projects.

• Strong interpersonal skills and ability to connect with a diverse customer and employee population

• Self-driven, motivated, and must have the ability to manage a fast-paced, result-orientated environment

• Exceptional communication and time management skills.

• Strong attention to detail, problem-solving skills, and multi-tasking capabilities.

• A team player with high energy

• Demonstrated capacity to prioritize tasks and manage multiple responsibilities effectively.

• Consistently achieve Service Level Agreements (SLAs) at every stage of the integration process.

Preferred education and experience

• Bachelor’s Degree preferred or equivalent Industry experience

• 1-2 years’ experience in customer service, partner management, account management, file integrations, or relevant experience.

• Project management experience is a plus

The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section. Pay Range: $20.90 - $28.50