Account Manager

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

📋 Description

• Manage relationships for a designated portfolio of clients and act as the main point of contact.

• Comprehend client objectives, workforce dynamics, and benefits priorities.

• Spearhead client implementation and onboarding in collaboration with the Product team.

• Enhance employee engagement and borrower participation through marketing and client success initiatives.

• Track adoption, engagement, and satisfaction metrics.

• Conduct regular business reviews and report on the impact of partnerships.

• Oversee renewals, identify opportunities for expansion, and mitigate account risks.

• Relay client feedback to product, engineering, design, sales, support, and leadership teams.

• Address client inquiries, resolve issues, and coordinate efforts across internal teams.

• Establish actionable account objectives and develop success plans that align with client priorities.

• Monitor account health, retention, engagement KPIs, and strive for continuous improvement.

• Assist sales with new agreements, renewals, and account growth.

⛳️ Requirements

• Proven experience managing a portfolio of client accounts successfully.

• Background ideally in B2B SaaS, employee benefits, HR technology, or financial services.

• Outstanding communication skills with HR leaders, benefits teams, executives, and internal colleagues.

• Experience in implementing processes or playbooks to manage accounts effectively and at scale.

• Analytical and data-driven mindset, utilizing engagement and adoption metrics.

• Capability to understand the needs of student-loan borrowers and enhance their experience.

• Ability to prioritize competing client demands while managing multiple accounts.

• Skill in setting boundaries and communicating when certain requests cannot be fulfilled.

• Experience collaborating closely with founders or senior leadership.

• Proficiency in providing data-driven recommendations.

• Awareness of PSLF policy changes that may impact clients and employees.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• 401(k).

• Short-term disability insurance.

• Long-term disability insurance.

• Life insurance.