ABOUT XO HEALTH:

XO Health is a technology-driven health plan built for self-insured employers. We serve employers, members, and providers through a value-based care network, a risk contracting engine, and a real-time data and analytics platform. We are a small, fast-moving team where every person owns outcomes, not just tasks.

ABOUT THE ROLE:

The Implementation Lead owns the end-to-end onboarding of new employer groups and TPA partners, from signed agreement through effective date and a stable first 60 days. You are the single point of accountability for a clean, on-time go-live: the plan is built correctly, eligibility flows, ID cards and welcome kits land, the member app is configured, and the client knows exactly where things stand at every step.

This is a hands-on, build-the-playbook role. You will run implementations yourself while standardizing how XO does them, so that each one is faster and cleaner than the last. You will work across Commercial, Plan Operations, Claims, Network, IT, and Compliance, and you will be the person clients, brokers, and TPAs trust to get them live.

RESPONSIBILITIES:

Client and TPA Onboarding:

• Lead the full implementation lifecycle for new employer groups and TPA partners, from kickoff through effective date and post-go-live stabilization.
• Build and maintain the implementation plan for each client: benefit design and plan documents, group structure, eligibility and enrollment setup, stop-loss coordination, vendor and partner integrations, member communications, and compliance requirements.
• Own the accurate setup of each group across XO’s systems and partner platforms, including benefit configuration, eligibility file testing, ID card and welcome kit production, member app configuration, and any SSO or portal integrations.
• Translate client-specific requirements into clear instructions for internal teams and confirm they are executed correctly before go-live. 

Project Management: 

• Run the cross-functional implementation team and ensure critical milestones are completed. Surface risks early, resolve blockers, and escalate with a recommendation when needed.
• Coordinate with Claims, Plan Operations, Network, IT, Compliance, and Finance to ensure ownership is properly assigned and dates are adhered to .
• Maintain a regular reporting cadence with leadership and flag anything that puts a go-live at risk.

Client Communication: 

• Serve as the primary contact for the client, broker, and TPA throughout implementation. Lead recurring status meetings and keep a clear record of open items and decisions.
• Prepare client-facing implementation documentation, checklists, and readiness sign-offs.
• Hand off cleanly to the ongoing account owner at the end of the stabilization period, with full documentation of the group’s setup and any open items. 

Playbook and Continuous Improvement: 

• Own XO’s implementation playbook: standard timelines, checklists, templates, and data requirements for employer and TPA onboarding.
• Identify manual steps and failure points in the process and work with Operations and Product to automate or remove them.
• Turn lessons from each implementation into playbook improvements that strengthen the process and enable scale ahead of growth.

EXPERIENCE and EDUCATION:

Required:

• 5+ years in implementation, client onboarding, or project management within self-funded health benefits, TPA operations, or a health plan.
• Working knowledge of self-funded medical and pharmacy plan design, and the compliance landscape that comes with it (ERISA, ACA, CAA, Mental Health Parity).
• Direct experience running complex, multi-party healthcare implementations on a fixed effective date.
• Fluency in the employer and TPA distribution channel, including how brokers, consultants, benefits administrators, and stop-loss carriers fit together.
• Comfort with eligibility files, enrollment data, and system configuration. You do not need to be technical, but you need to be precise and unafraid of the details.
• Clear, concise communicator who can confidently lead client discussions and provide leadership with direct, well-informed answers.
• Strong organizational skills and the judgment to prioritize when everything feels urgent. 

Preferred: 

• Experience implementing on behalf of, or alongside, a TPA.
• Experience at an early-stage or high-growth company where you built the process rather than inherited it.
• Familiarity with health plan technology platforms, member apps, or provider directory tools.
• PMP or similar project management credentials. 

KEY PERSONAL AND PROFESSIONAL ATTRIBUTES:

Accountability: you own the outcome and say so when something is off track.

Critical Thinking: you solve problems from first principles and learn what the organization needs next.

Change Champion: you are committed to building and comfortable when the plan changes.

Relationships: you build trust quickly with clients, partners, and colleagues.