Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary point of contact between our clients and production teams, ensuring a clear understanding of all goals, objectives, and deadlines.

• Organize and facilitate client calls along with new client administrator training sessions.

• Keep all client documentation up to date, including Standard Operating Procedures and process-related documentation.

• Participate in continuous learning opportunities regarding product releases, updates, and system functionalities.

• Educate and collaborate with clients on pertinent product updates while engaging with leadership as necessary.

• Deliver clear communication about new system functionalities, industry developments, ongoing issues, project initiatives, and resolution activities.

• Promote ongoing enhancements to service delivery from all teams, ensuring a unified and high-quality service experience.

• Oversee activities related to Annual Enrollment and Plan Year closeout, proactively engaging clients and internal teams on unresolved items.

• Join sales finalist meetings and collaborate with the sales team on prospect visits and presentations outlining the scope of services.

• Work alongside internal teams to identify trends and training requirements, providing support and expertise to the Service Center team.

• Ultimately, aim to cultivate strong client loyalty and satisfaction.

⛳️ Requirements

• Bachelor’s Degree in Management or Communication is preferred.

• A minimum of 4 years’ experience in client relations and relationship building, specifically within the consumer accounts, employee benefits, or benefit administration sectors.

• A solid understanding of consumer spending account administration and its implications within the industry is essential.

• Knowledge of consumer accounts system(s) is vital for success in this role.

• Proficient in relationship management and project management, with strong analytical skills and the ability to engage and motivate diverse stakeholders across the organization.

• Capability to lead client meetings, deliver impactful presentations, and foster relationships.

• Utilize a consultative communication approach, providing clients with insights into market activities that may affect their business while offering solutions related to our platform.

• Proven ability to collaborate with different functional areas/organizations to ensure a seamless customer experience.

• Maintain composure under pressure, particularly during peak periods; effectively organize and manage tasks in a high-pressure environment.

• Resourceful and creative problem solver, actively collaborating with team members to devise solutions.

• Tech-savvy with a willingness to learn new technologies and communicate effectively about them with clients.

🏝️ Benefits

• This role qualifies for participation in the annual bonus incentive program.

• If this position is either full-time or part-time and eligible for benefits, you will receive a comprehensive benefits package.