Client Relationship Manager

🕒 6 dias atrás

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $100.000 - $110.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

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Human Interest

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 2015

💸 Finanças

💳 Fintech

💰 $200.000.000 Series D em 2021-08

Finance • Fintech

A Human Interest é uma empresa que oferece planos de aposentadoria 401(k) e 403(b) acessíveis e completos, com foco principalmente em pequenas e médias empresas. Fundada em 2015, seu objetivo é simplificar o processo de planejamento de aposentadoria por meio de integrações de folha de pagamento com mais de 500 sistemas de folha de pagamento líderes. A empresa enfatiza fundos de baixo custo e zero taxas de transação, oferecendo soluções de aposentadoria personalizáveis para atender às diversas necessidades de empregadores e seus funcionários. A Human Interest também oferece serviços de consultoria em investimentos por meio de sua subsidiária, Human Interest Advisors LLC. Seu objetivo é tornar os benefícios de aposentadoria acessíveis a empresas de vários tamanhos, promovendo o bem-estar financeiro e a satisfação dos funcionários.

Descrição

• Define and communicate service delivery strategies for high-visibility plan sponsors to ensure an exceptional experience for our highest-revenue clients. • Translate customer objectives into team strategies that maximize plan value and reduce administrative burdens for clients and partners. • Oversee account manager engagement to ensure timely, effective communication and the appropriate negotiation of client priorities. • Cultivate cross-functional internal relationships to serve as a strategic escalation point for complex issues across the book of business. • Manage team caseloads and performance with a focus on maintaining high retention rates and anticipating client needs. • Resolve systemic operational hurdles to ensure permanent resolution of recurring issues and improve the overall client experience. • Govern compliance with Service Level Agreements (SLAs) to ensure timely service delivery for critical and sensitive partners. • Drive operational excellence by optimizing processes and tools that empower the team to resolve escalations and identify growth opportunities.

🎯 Requisitos

• 3+ years of experience in a customer-facing leadership role, with a proven track record of managing high-performing teams and resolving complex customer escalations. • 5+ years of experience in the retirement industry, demonstrating a comprehensive understanding of 401(k)/403(b) plan functions and the retirement product life-cycle. • Possession of a QKA or QKS designation, or a commitment to begin the certification process within 30 days of hire. • Demonstrated ability to lead and mentor a team in a fast-paced environment, leveraging internal subject matter experts to resolve issues for critical partners and high-revenue clients. • Ability to navigate complex tools and resources to drive results and optimize processes without direct oversight, leading with autonomy and customer obsession. • Exceptional organizational and data aptitude; able to manage team caseloads, prioritize competing deadlines, and oversee multiple high-visibility projects. • Ability to communicate with confidence, professionalism, and empathy across all levels of an organization, from internal stakeholders to executive-level client partners. • Ability to remain composed in high-stress situations while conveying empathy for both customers and employees, especially during critical escalations. • Exceptional attention to detail and a strong aptitude for analyzing data to identify trends and improve team performance.

🏖️ Benefícios

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees • Top-of-the-line health plans, as well as dental and vision insurance • Competitive time off and parental leave • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness • Lyra: Enhanced Mental Health Support for Employees and dependents • Carrot: Fertility healthcare and family forming benefits • Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt • Monthly work-from-home stipend; quarterly lifestyle stipend • Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.