Implementation Specialist
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Santander
Milwaukee, WI, US
Summary
The Implementation Specialist leads the onboarding process for mid-size employer clients for HSAs and various spending account products. They manage project plans, conduct technical testing, and provide consultative support to ensure accurate setup and client satisfaction.
Job Description
Implementation Specialist
Country: United States of America
It Starts Here:
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
As an Implementation Specialist, you will lead the onboarding of mid-size employer clients for Health Savings Accounts (HSAs) and spending account products, including Flexible Spending Accounts (FSAs), Commuter Benefits, Health Reimbursement Arrangements and Dependent Care. You will manage the multiple types of implementations, including new clients, renewals, partner transitions, as well as HSA bulk transfers, while ensuring accurate setup, data integration, and client satisfaction. This role requires strong project management, technical testing, and consultative skills to deliver high-quality execution. This is a remote-only position with no travel to client sites require
- Lead onboarding for HSA and spending account products, guiding clients through plan design and configuration.
- Conduct training sessions and provide consultative support throughout the implementation lifecycle.
- Develop and maintain detailed project plans with client sign-off at key milestones.
- Coordinate internal and external stakeholders to ensure timely and accurate execution.
- Conduct EDI/SFTP file testing for enrollment and funding files and communicate results to vendors, clients and internal teams.
- Facilitate bulk HSA transfers and spending account rollovers as applicable.
- Manage annual renewals for spending account clients.
- Support transitions between partner relationships, ensuring continuity and data integrity.
- Maintain accurate documentation and project tracking across multiple concurrent implementations.
- Provide proactive communication and status updates to employer clients and internal stakeholders.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
- High school diploma/GED required; Bachelor’s degree in Business, Healthcare Administration, or related field preferred.
Qualifications:
- 2+ years of experience in benefits administration, implementation or related field required.
- Experience with EDI file testing and data integration strongly preferred.
- Proficiency in Microsoft Office Suite
- Experience with CRM or implementation tracking tools required.
- Strong organizational skills and ability to manage multiple projects simultaneously.
- Excellent written and verbal communication skills, with a customer-first mindset.
- Ability to work independently and collaboratively in a fast-paced, remote environment.
- “No task is too small” attitude, with a passion for service excellence and an eagerness to learn.
Certifications:
- N/A
It Would Be Nice For You To Have:
- Excel, data reporting experience
Work Authorization & Sponsorship:
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$58,125.00 USD
Maximum:
$97,500.00 USD
We Value Your Impact:
Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at [email protected] to discuss your needs.
Banco Santander (SAN SM) is a leading commercial bank, founded in 1857 and headquartered in Spain and one of the largest banks in the world by market capitalization. The group’s activities are consolidated into five global businesses: Retail & Commercial Banking, Openbank, Corporate & Investment Banking (CIB), Wealth Management & Insurance and Payments. This operating model allows the bank to better leverage its unique combination of global scale and local leadership. Santander aims to be the best open financial services platform providing services to individuals, SMEs, corporates, financial institutions and governments. The bank’s purpose is to help people and businesses prosper in a simple, personal and fair way. In the first quarter of 2026, Banco Santander had €1.4 trillion in total funds, more than 176 million customers, 6,600 branches and 185,000 employees.
Company size
10,001+ employees
Industry
Banking
Org type
Public Company
Headquarters
Boadilla del Monte, Madrid
Banco Santander (SAN SM) is a leading commercial bank, founded in 1857 and headquartered in Spain and one of the largest banks in the world by market capitalization. The group’s activities are consolidated into five global businesses: Retail & Commercial Banking, Openbank, Corporate & Investment Banking (CIB), Wealth Management & Insurance and Payments. This operating model allows the bank to better leverage its unique combination of global scale and local leadership. Santander aims to be the best open financial services platform providing services to individuals, SMEs, corporates, financial institutions and governments. The bank’s purpose is to help people and businesses prosper in a simple, personal and fair way. In the first quarter of 2026, Banco Santander had €1.4 trillion in total funds, more than 176 million customers, 6,600 branches and 185,000 employees.
Company size
10,001+ employees
Industry
Banking
Org type
Public Company
Headquarters
Boadilla del Monte, Madrid