Director, EDI Engineering

About Daybright Financial

Simply put, we are one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work – USA,” certification and serve more than 22,000 employer groups and 3.6 million plan participants nationally.

Daybright Financial also operates a dedicated independent divisional team, Daybright Broker Solutions, to further enhance the services, support, and marketing resources to grow the businesses of benefits brokers and consultants and enable professional employer organizations (PEOs) to bring more to the table for their clients — through the seamless delivery of Fortune 500-level health and financial wellness solutions.

For more information on Daybright Financial, visit daybright.com . Follow Daybright on LinkedIn , Instagram , Facebook , and YouTube .

Daybright is currently seeking an EDI Engineering Manager to join our Benefits Administration Center of Excellence located in Irving, TX. Be part of a team of thought leaders and seasoned technology, benefits and retirement planning professionals.

JOB DESCRIPTION

The EDI Engineering Manager is responsible for leading a team of EDI Integration Engineers and analysts while personally meeting and exceeding outbound information exchange expectations with clients, vendors, and carriers by supporting consumers on our best-in-class benefit software and services. In addition to individual accountability for outbound data tracking and reporting, this role supervises the day-to-day workload of the EDI team — assigning and balancing case volume, setting priorities, monitoring service levels, coaching and developing team members, and serving as the primary escalation point for complex file, mapping, and data-exchange issues. The EDI Engineering Managr is accountable for the quality, accuracy, and timeliness of the team’s work and for client satisfaction regarding data exchanges for both renewal and new customers. Team consists of approximately 5-10 members, including both US based and off-shore.

RESPONSIBILITIES

• Consistently reflects our core values of higher standards, greater accountability, and meet expectations for our brokers, clients, and partners
• Supervise, mentor, and develop a team of EDI Integration Engineers/Analysts, including day-to-day direction, workload assignment, and capacity balancing across the case queue
• Conduct regular one-on-ones and team meetings, set clear performance expectations, deliver ongoing feedback and formal performance reviews, and support career development and training plans
• Participate in interviewing, hiring, onboarding, and training of new team members, ensuring rapid ramp-up on platforms, tools, and client requirements
• Serve as the primary point of escalation for complex EDI file, mapping, and data-exchange issues, driving root-cause analysis and permanent resolution
• Monitor team service levels, turnaround times, error rates, and quality standards; report on team metrics and productivity to leadership and recommend corrective actions
• Establish, document, and continuously improve EDI standards, workflows, quality-control checkpoints, and best practices to increase consistency, efficiency, and scalability
• Partner with Implementation, Client Service, Operations, IT, carriers, and vendors to align resources, resolve cross-functional issues, and support new client onboarding and annual renewal cycles
• Manage peak-season staffing plans and contingency coverage to ensure uninterrupted delivery during open enrollment and renewal periods
• Foster a culture of accountability, collaboration, and continuous improvement consistent with our core values
• Lead key meetings including status meetings and other meetings during the implementation process with clients, and ensure team members are prepared to lead their own client-facing meetings
• Manage timelines with other BCOE team members and clients around outbound data requests
• Manage client expectations, anticipating possible issues and communicating turnaround times with reasonable delivery dates
• Proactively identifying and mitigating project risks while escalating whenappropriate
• Manage project communication and governance by reporting clear, consistent and accurate status reporting on a regular basis for client and internal team leaders and peers, including team-level status roll-ups
• Export of vendor files as required
• Research/Resolution Documentation around Payroll /EDI Files as needed
• Ability to operate and make timely decisions in an ambiguous, fast-pacedatmosphere
• Other Job Duties as assigned

JOB QUALIFICATIONS

• At least 5 years of experience with EDI 834 benefits / implementation processes and methods required.
• EDI experience in platforms such as bswift or Selerix, strongly preferred.
• At least 2 years of experience in a supervisory, team lead, or people-management capacity, preferably leading a technical or operations team.
• Demonstrated ability to coach, develop, and retain talent, manage performance, and build high-performing teams.
• Experience managing workload distribution, service level agreements, and quality standards across a team or case queue.
• Proven ability to partner cross-functionally with implementation, service, operations, IT, carrier, and vendor stakeholders.

RELATED COMPETENCIES:

• Strong written/verbal communication skills with the ability to listen, clarify, and respond thoughtfully to questions from both technical and non-technical personnel.
• High work ethic standards – productivity, reliability, responsibility, attendance, dependability.
• Proactive approach towards challenges with resourcefulness and innovation while maintaining quality of product.
• Must possess a passion for teamwork, client service and attaining business goals.
• Proven leadership presence — able to motivate, influence, and hold a team accountable while maintaining a positive, collaborative environment.
• Strong organizational and prioritization skills with the ability to manage competing deadlines across multiple team members and clients.
• Sound judgment and decision-making in ambiguous, fast-paced situations, with the confidence to escalate appropriately.
• Commitment to developing others through coaching, knowledge sharing, documentation, and cross-training.