About us

Built by benefits professionals, for benefits professionals

We started BenefitsAlign because we spent years watching talented HR teams drown in compliance spreadsheets, missed filings, and disconnected systems. There had to be a better way.

Our mission

Make benefits administration a strategic advantage, not a liability

Mid-market companies carry the full weight of enterprise benefits complexity — ERISA fiduciary obligations, ACA reporting, executive compensation plans, multi-state compliance — without the dedicated teams that Fortune 500 HR departments rely on.

BenefitsAlign exists to close that gap. We give mid-market HR leaders the same institutional-grade infrastructure that large enterprises take for granted, at a price point and implementation timeline that actually works for companies of 200 to 5,000 employees.

When benefits administration runs on autopilot, HR teams can focus on what actually moves the business: attracting talent, improving retention, and building a benefits strategy that employees genuinely value.

2018
Founded
850+
Mid-market clients
$4.2B
Benefits spend managed
98.7%
Client retention rate

What we stand for

Our values

Compliance first

Every feature we build starts with the regulatory requirement it satisfies. We don't ship convenience at the cost of compliance.

Practitioner-led

Our product decisions are made by people who have sat in the HR chair. If it doesn't solve a real problem, it doesn't get built.

Transparent by default

No hidden fees, no surprise audit findings, no black-box compliance logic. Our clients always know exactly what's happening and why.

Built for the long term

Benefits administration is a long-term relationship. We invest in client success because our business model depends on it.

Leadership

The team behind the platform

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Sarah Chen

Co-Founder & CEO

Former VP of Benefits at a 3,000-person financial services firm. Spent 12 years navigating ERISA audits and ACA filings before deciding to build the platform she always wished existed.

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Marcus Webb

Co-Founder & CTO

Previously led benefits technology integrations at Workday. Built the EDI infrastructure that connects BenefitsAlign to 200+ insurance carriers and recordkeepers.

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Priya Nair

Chief Compliance Officer

ERISA attorney with 15 years of DOL and IRS regulatory experience. Oversees BenefitsAlign's compliance framework and leads our regulatory response team.

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David Okafor

VP of Customer Success

Built and scaled customer success programs at two HR tech companies. Leads the team responsible for BenefitsAlign's 98.7% client retention rate.

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Rachel Torres

VP of Product

Former benefits manager at a 1,200-person healthcare organization. Brings the practitioner's perspective to every product decision — if it doesn't save time in the real world, it doesn't ship.

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James Whitfield

VP of Sales

15 years in HR technology sales, focused exclusively on mid-market benefits. Believes the best sale is a customer who renews without being asked.

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Trust & compliance

Certifications and security standards

SOC 2SOC 2 Type II

Independently audited security, availability, and confidentiality controls — renewed annually.

HIPAAHIPAA Compliant

Full Business Associate Agreement (BAA) coverage with PHI access controls and breach notification procedures.

ERISAERISA Fiduciary Ready

Platform designed to support plan sponsor fiduciary obligations with audit trails, documentation, and disclosure management.

AES-256AES-256 Encryption

All data encrypted at rest and in transit using AES-256 and TLS 1.3 — the same standard used by financial institutions.

GDPRGDPR Compliant

Data processing agreements, right-to-erasure workflows, and EU data residency options for multinational clients.

99.9%Uptime SLA

Contractual 99.9% uptime guarantee with redundant infrastructure and real-time status monitoring.

Meet the team behind your benefits platform

Schedule a call with our solutions team — no pitch decks, just a conversation about your benefits program.

Schedule a conversation