Client Relationship Manager

🔥 10 minutes ago

🇺🇸 United States – Remote

💵 $100k - $110k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Human Interest

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

Finance • Fintech

Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.