Senior Manager, Relationship Management

🕒 Setembro 29

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $125.000 - $145.000 / ano

⏰ Tempo Integral

🟠 Sênior

💰 Gerente de Contas

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Human Interest

Human Interest

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

• Lead and develop a team of managers through coaching, mentorship, and performance management • Execute account management strategies and processes to drive retention and expansion • Monitor KPIs including retention rates, expansion revenue, and client satisfaction scores • Conduct one-on-ones, team meetings, and performance reviews • Serve as escalation point for complex client issues and account situations • Collaborate with Sales, Onboarding, Product, and Operations to resolve client needs • Support implementation of new tools, processes, and methodologies across account management • Participate in strategic planning and provide insights on team capacity, client trends, and process improvements • Own key enterprise-account relationships and model best practices • Drive client success plans aligned with client objectives and company revenue goals • Assist with team documentation, training materials, and standard operating procedures • Promote customer satisfaction through timely service delivery and permanent issue resolution • Perform other job-related duties and special projects as required

🎯 Requisitos

• 6+ years of experience in account management, 401(k) relationship management, customer success, or client-facing roles • 5+ years of people management experience with a track record of developing high-performing teams • Highly accountable mindset with a proven history of taking total responsibility for client outcomes, driving cross-team solutions, and seeing issues through to resolution • Commitment to understanding client goals, anticipating needs, and delivering exceptional experiences • Ability to analyze data, identify operational trends, diagnose complex client issues, and implement scalable improvements • Outstanding communication and negotiation skills with the ability to influence Product, Engineering, Sales, and Support teams without direct authority • Comfortable navigating product ecosystems and advocating for technical enhancements • Experience leveraging modern CRM/CS platforms such as Salesforce, Gainsight, or HubSpot to automate workflows • Proven ability to drive client retention and satisfaction in a SaaS or technology environment • Strong coaching and mentorship skills with experience managing individual and team performance

🏖️ Benefícios

• Annual 10% discretionary variable incentive paid quarterly • 401(k) with dollar-for-dollar employer match up to 4% of compensation, immediately vested • $0 401(k) plan fees • Health insurance • Dental insurance • Vision insurance • Competitive time off • Parental leave • Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge center • Lyra enhanced mental health support for employees and dependents • Carrot fertility healthcare and family-forming benefits • Candidly student loan resources • Monthly work-from-home stipend • Quarterly lifestyle stipend • Team-building experiences, virtual social events, and team offsites

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