Client Operations Lead
Leavitt
| Company | Leavitt |
| Category | Operations & Admin |
| Location | South Salt Lake City |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Lead |
| Salary | Not stated by the employer |
| Posted | 8 Jun 2026 |
| Last verified | 31 Jul 2026 |
| Source | Employer career page (ashby) |
Description
Client Operations Lead
Company: Enroll 365
Location: Fully Remote : Salt Lake City, UT / Hybrid
Department: ICHRA Operations
Reports To: VP of Operations
Position Summary
We are seeking an experienced and highly organized Client Operations Lead to oversee day-to-day operations for our ICHRA service team. This role is responsible for driving accountability, creating operational clarity, and ensuring high-quality support across enrollments, payments, autopay, onboarding, and ongoing client service.
The ideal candidate can lead a team in a fast-moving environment, manage tickets and escalations through completion, improve workflows, and build structure that allows the team to scale. This person will work cross-functionally with leadership, service, sales/quoting, licensing, carrier partners, ICHRA administration platforms, and internal stakeholders to improve visibility, consistency, and member experience.
Key Responsibilities
- Lead the day-to-day operations of the ICHRA team and own team outcomes, not just individual task completion.
- Manage and resolve escalations by driving issues through to completion, including follow-up, deadline management, and proactive communication.
- Build and maintain clear workflows, SOPs, and process documentation for core ICHRA functions, including:
- Onboarding / intake
- Enrollments
- Payments
- Autopay
- Oversee support/ticketing operations for ICHRA, routing, ownership, and follow-through.
- Track and report on key operational KPIs, including enrollments, payment issues, autopay status, open cases, cancellations, and other service metrics.
- Run recurring team huddles to review prior-week performance, current priorities, blockers, and accountability items.
- Maintain centralized visibility into teams work through shared trackers, Salesforce case management, dashboards, and reporting tools.
- Support the creation and maintenance of internal, employer-facing, and employee-facing guides, FAQs, and process materials.
- Build knowledge resources that reduce dependency on tribal knowledge and improve self-service for team members and internal partners.
- Partner with leadership to identify process gaps, improve workflows, and support scalable ICHRA operations across multiple systems and carriers.
- Coordinate closely with internal stakeholders on carrier processes, licensing/certification constraints, routing logic, and service expectations.
- Help establish proactive service standards so issues are identified and addressed before they become client/member-facing problems.
What Success Looks Like
- The ICHRA team has clear ownership, visibility, and accountability across daily work.
- Escalations are managed proactively and driven to resolution.
- Core SOPs are documented, usable, and consistently followed.
- Leadership has reliable KPI visibility into enrollments, payments, cases, and operational risks.
- Team members have searchable documentation and clearer guidance for handling common questions and workflows.
- Member/Client service becomes more proactive, consistent, and scalable.
Qualifications
- Experience leading or coordinating an operations, service, account management, or benefits support team.
- Strong organizational skills with the ability to manage multiple priorities and drive follow-through.
- Experience building or improving workflows, Standard Operating Procedures (SOP)s, process maps, or operational documentation.
- Comfort working in systems-heavy environments and using shared trackers, CRM tools, or case-management platforms.
- Strong written and verbal communication skills.
- Ability to coach team members, manage accountability, and escalate issues appropriately.
- Experience in health insurance, employee benefits, ICHRA, ACA, or related service operations is strongly preferred.
- Licensing in health & life insurance is a plus
Preferred Experience
- Experience with enrollment/payment wor
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