Manager of Client Relationship Management
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Manager of Client Relationship Management: Leading service delivery for high-visibility retirement plan sponsors with an accent on account management strategy, cross-functional escalations, and compliance-driven SLA governance. Focus on translating customer objectives into team execution, resolving systemic operational hurdles, and driving retention and revenue expansion through operational excellence.
Location: Lindon, Utah
Salary: $100,000 - $110,000 annually
Company
is a high-growth fintech company focused on expanding access to retirement benefits for working Americans.
What you will do
- Define and communicate service delivery strategies for high-visibility plan sponsors to ensure an exceptional experience for top clients.
- Translate customer objectives into team strategies that maximize plan value and reduce administrative burdens.
- Oversee account manager engagement, ensuring timely communication and negotiation of client priorities.
- Serve as a strategic escalation point by building cross-functional internal relationships to resolve complex issues.
- Manage team caseloads and performance to maintain high retention rates and anticipate client needs.
- Resolve recurring operational hurdles and optimize processes/tools to improve client experience and drive growth opportunities.
Requirements
- 3+ years of experience in a customer-facing leadership role, including managing high-performing teams and resolving complex customer escalations.
- 5+ years of experience in the retirement industry with a strong understanding of 401(k)/403(b) plan functions and the retirement product life-cycle.
- QKA or QKS designation, or commitment to begin certification within 30 days of hire.
- Ability to lead and mentor in a fast-paced environment, using internal subject matter experts to support critical partners.
- Strong organizational and data aptitude to manage caseloads, prioritize competing deadlines, and analyze trends.
- Professional communication with confidence and empathy across organizational levels, including executive-level client partners.
Culture & Benefits
- 401(k) plan with dollar-for-dollar employer match up to 4% of compensation and $0 plan fees.
- Comprehensive health plans plus dental and vision insurance.
- Competitive time off and parental leave.
- Monthly work-from-home stipend and quarterly lifestyle stipend.
- Enhanced mental health support (Lyra) and fertility healthcare/family forming benefits (Carrot).
- Team-building experiences including virtual social events and team offsites.
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