Director, Relationship Management

🕒 6 dias atrás

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $175.000 - $180.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Diretor

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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

• Direct a high-performing account management team that drives client retention and expansion • Develop and implement strategic account management frameworks with clear KPIs and playbooks for different client segments • Create scalable processes to identify upsell opportunities while maintaining exceptional client experiences • Partner cross-functionally with Product, Operations, and Sales to ensure seamless client journeys • Implement data-driven approaches to track client health, predict churn, and develop proactive intervention strategies • Oversee quarterly business reviews with key clients to strengthen relationships and demonstrate ROI • Drive the evolution of our account management function as the company scales • Serve as an escalation point for complex client issues requiring executive attention.

🎯 Requisitos

• 5+ years of experience leading customer-facing teams such as account management, customer success, or sales • Proven track record of driving customer retention, and satisfaction, in a SaaS or technology environment • Experience building and scaling high-performing teams through periods of rapid growth • Strong ability to develop strategic account plans and processes that drive measurable results • Experience implementing systems and tools to track customer health and team performance • Exceptional communication and relationship-building skills with both clients and internal stakeholders • Data-driven approach to decision-making and performance management.

🏖️ 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.