Consumer Health Accounts Manager

Summary

Join Us at PlanSource: Your Exciting Career Awaits! At PlanSource, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us! Role Overview The Consumer Health Accounts (CHA) Account Manager is responsible for managing the implementation and ongoing service delivery of consumer-directed health programs, including FSA, HSA, and HRA accounts. This role serves as the escalation and governance contact, ensuring operational excellence, regulatory compliance, and a high-quality participant experience across all CHA services.

Key Responsibilities

Client Ownership & Relationship Management 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. Implementation & Onboarding 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. Ongoing Service Delivery 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. Operational Excellence & Compliance 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. Required Qualifications 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.

Preferred Qualifications

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. About You Required Qualifications 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.

Preferred Qualifications

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.

What We Offer

At PlanSource, benefits are at the core of what we do, and we understand their impact on our employees and their families. That’s why we’ve designed our benefits program to support overall wellbeing across health, financial security, career growth, and work‑life balance. 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. Top 5 Reasons to join PlanSource #5: Be part of what’s next in benefits technology Join a company redefining how benefits work. Backed by Vista Equity Partners, PlanSource is continuously investing in innovation, bringing together AI, automation, and human insight to simplify complex processes and deliver real outcomes. This is your opportunity to build the future of benefits at scale. #4: Make an impact with technology our customers trust Our platform powers some of the most complex benefits programs in the market, and our customers rely on us to get it right. From a unified benefits ecosystem to AI-driven decision support, everything we build is designed to deliver clarity, confidence, and measurable impact for the people who use it every day. #3: Be recognized, supported, and set up to thrive We believe great work deserves recognition and real support. From meaningful rewards and recognition programs to a comprehensive approach to employee support, we invest in helping our people perform at their best and feel valued along the way. Recognized as a top workplace, PlanSource has earned multiple Great Place to Work certifications and numerous awards, including Best Company for Culture, Work-Life Balance, and Compensation, reinforcing our commitment to an exceptional employee experience. #2: Grow your career with intention At PlanSource, career growth doesn’t happen by accident. With a strong track record of internal mobility, structured development paths, and opportunities to take on new challenges, you’ll have the support and flexibility to build a career that evolves with you. #1: Be part of a culture built on connection and impact Our culture is rooted in connection, inclusion, and shared success. Guided by our S.O.U.R.C.E. values, we lead with service by putting others first, approach challenges with optimism, and act with urgency to drive meaningful outcomes. We hold ourselves accountable through reliability, continuously grow through curiosity, and operate with efficiency to maximize the impact of our work. Here, diverse perspectives are valued and they directly shape how we collaborate, innovate, and deliver an exceptional experience for our customers. NOTE: We will consider a remote employee for approved cities PlanSource can accommodate. If you’re selected, you’ll receive your offer and be asked to complete a background check. This will include a drug screen, criminal record search and verification of previous employment and/or education. Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of PlanSource will only contact you from an email address ending in @plansource.com. PlanSource will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General. REF 4840 version June 2026