Integration Analyst - BPO

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
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Must adhere to security policies
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Manage the data integration build and testing process between all internal and external parties
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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
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Provide consistent updates to the client, vendor, and appropriate internal contacts on the status of all file builds throughout the integration project
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Utilize and promote standard layouts supported by COBRA systems to ensure data security and integrity
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Develop solutions that contribute to a seamless data integration experience
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Communicate timelines and provide conference call recap emails to all stakeholders
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Review and evaluate existing client data specifications to ensure that the most integrated solution is offered
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Develop and execute a conversion plan when necessary
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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
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Educate clients on file requirements and how to successfully submit data to WEX partners
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Record and save all documentation related to the integration project according to team processes
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Build and maintain positive relationships with partners, carriers, vendors, clients, and internal teams
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Evaluate and report with your Senior Team Lead the clients, partner, carrier, and/or vendor satisfaction with the integration process
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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
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Maintain high levels of quality in all aspects of your work
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Respond to and complete all tasks within the listed expectations of the team
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Mentor and assist in the technical development and training of your peers
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Seek development opportunities to grow technical knowledge and skills
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Provide feedback and recommendations to management to improve WEX partner's file integrations and associated processes
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Provide support to the partner sales teams
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Serve as a subject matter expert to other teams
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Assist with questions, research or review files for potential clients
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Send integration specifications (upon request) to potential new clients
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Track and coordinate integrations for clients
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Attend and schedule conference calls to discuss the integration process
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Track and follow-up to ensure test data is received within the appropriate timelines, keeping all parties updated on the progress
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Collaborate with other departments to ensure a positive customer experience
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Create efficiencies and improve processes for clients, partners and third-party vendors
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Assist with creating special processes for integrations through working with other departments (if necessary)
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Continuous improvement approach to work.
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Communicate changes needed to processes
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Engage in continuous learning and sharing of knowledge with team members
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All other duties as assigned, including but not limited to the manual importing of files and handling of file error communications
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Maintain policy according to HIPAA
Experience you'll bring
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Proficiency with Google Workspace
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Strong presentation and organizational skills.
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Proven experience managing client-facing projects.
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Strong interpersonal skills and ability to connect with a diverse customer and employee population
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Self-driven, motivated, and must have the ability to manage a fast-paced, result-orientated environment
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Exceptional communication and time management skills.
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Strong attention to detail, problem-solving skills, and multi-tasking capabilities.
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A team player with high energy
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Demonstrated capacity to prioritize tasks and manage multiple responsibilities effectively.
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Consistently achieve Service Level Agreements (SLAs) at every stage of the integration process.
Preferred education and experience
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Bachelor’s Degree preferred or equivalent Industry experience
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1-2 years’ experience in customer service, partner management, account management, file integrations, or relevant experience.
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Project management experience is a plus
Required Skills
Required Languages
🇬🇧 English