Dana Schaeffer

Employer Client Management Services & Implementations at Bend Financial

Dana Schaeffer has a long history of work experience. Starting in 2001, they worked as a Project Account Manager at Fluent Technologies, where they lead projects in the preparation/development of foreign language financial documents for Fortune 500 clients and created specifications and product requirements documentation. In 2002, they moved to Great-West Healthcare as a Senior Provider Relations Coordinator, where they were responsible for provider network development, servicing and maintenance for the state of Connecticut. In 2004, they worked as the Director of Digital and Social Media at Chop-Shop Customs Inc., where they handled all digital communications, webmaster, social media and public relations duties. In 2006, they moved to IMN, Inc. as a Training Manager/Senior Client Account Manager, where they developed new employee trainings and coordinated sessions covering technical and professional development topics. In 2013, they worked as a Client Account Advisor/Trainer at MyAutoNews (now Drive Success), where they managed coordination, planning, scheduling and execution of all Employees, Management & Client training programs. Finally, in 2017, they moved to Alegeus as a Service Delivery Analyst and Member Service Representative (temporary Nov 17-Apr 18), where they supported the Banking Solutions and Service Delivery Manager to ensure client success with service offering and obtained caller information by answering telephone calls and interviewing clients. In 2020, they moved to Bend Financial (now part of HSA/ Webster Bank) as a Client Account Servicing, where they were responsible for onboarding new Employer Groups and managing existing Employer Groups with escalated issues.

Dana Schaeffer holds a Bachelor's degree from Westfield State College, where they studied English, Communications and Psychology. Dana also has a certification in Negotiating from New Horizons Computer Learning Centers.

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  • Employer Client Management Services & Implementations

    September, 2020 - present

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