EDI Specialist

Role: EDI Specialist- Client Success Team

Location: Remote (United States)
Shift: 8:00 AM – 5:00 PM EST (1-hour lunch)
Hours: 40 hours per week; no overtime or weekend work expected
Duration: Contract through mid-January 2027

Position Overview

We are seeking a Client Success Team – EDI Specialist to join a dynamic client-facing team focused on delivering exceptional customer experiences throughout the implementation and account support lifecycle.

This role serves as a key partner to clients, ensuring successful onboarding, implementation, and ongoing support while building strong relationships and providing proactive solutions.

The ideal candidate is a strong communicator, highly organized, technology-savvy, and eager to learn.

This individual will work closely with clients to understand their business needs, troubleshoot issues, manage account activities, and support EDI-related processes in a fast-paced SaaS environment.

Key Responsibilities

• Partner with clients to understand their business requirements and deliver an outstanding customer experience.
• Manage new end-user client engagement activities, including implementation support and ongoing account management.
• Provide pre-implementation and post-implementation support to ensure successful client adoption and satisfaction.
• Quickly learn and leverage company technology, tools, processes, and best practices to support client implementations.
• Develop and strengthen client relationships by understanding business objectives and providing consultative support.
• Assist clients throughout the implementation process using strong problem-solving, troubleshooting, and data management skills.
• Investigate and resolve client issues in a timely and professional manner.
• Collaborate cross-functionally with internal teams to ensure client needs are met and expectations are exceeded.
• Maintain accurate documentation of client interactions, implementation activities, and support requests.

Required Qualifications

• Bachelor’s degree or equivalent professional experience required.
• 1–3 years of experience within the HCM industry or supporting SaaS/web-based applications.
• Strong verbal and written communication skills with exceptional attention to detail.
• Demonstrated ability to learn and adopt new technologies quickly.
• Self-starter with a strong sense of ownership and accountability.
• Ability to work independently while also collaborating effectively within a team environment.
• Strong organizational skills with the ability to prioritize and manage multiple tasks simultaneously.
• Excellent problem-solving and customer service skills.

Preferred Qualifications

• 1–3 years of experience in an Account Management, Client Success, Customer Support, or related client-facing role.
• Experience working with Electronic Data Interchange (EDI) processes.
• Knowledge of 834 files and benefits enrollment data transactions.
• Experience supporting software implementations and client onboarding initiatives.
• Proven track record of thriving in a fast-paced, customer-focused environment.

What We''re Looking For

• Enthusiastic team player with a customer-first mindset.
• Strong relationship-building and follow-up skills.
• Ability to manage multiple priorities while maintaining accuracy and attention to detail.
• Comfortable working with data, troubleshooting issues, and driving successful client outcomes.
• Passion for delivering exceptional service and creating positive client experiences.