Client Relationship Manager

🕒 vor 2 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $100.000 - $110.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💰 Account Manager

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

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Human Interest

WebsiteLinkedInAlle Stellen

501 - 1000 Mitarbeiter

Gegründet 2015

💸 Finanzen

💳 Fintech

💰 €200.000.000 Series D im 2021-08

Finance • Fintech

Human Interest ist ein Unternehmen, das erschwingliche und umfassende 401(k)- und 403(b)-Altersvorsorgepläne anbietet, die sich hauptsächlich an kleine und mittlere Unternehmen richten. Gegründet im Jahr 2015, zielt es darauf ab, den Prozess der Altersvorsorge durch nahtlose Lohnabrechnungsintegrationen mit über 500 führenden Lohnabrechnungssystemen zu vereinfachen. Das Unternehmen legt Wert auf kostengünstige Fonds und keine Transaktionsgebühren und bietet anpassbare Rentenlösungen, um den vielfältigen Bedürfnissen von Arbeitgebern und ihren Mitarbeitern gerecht zu werden. Human Interest bietet zudem Beratungsdienste über seine Tochtergesellschaft, Human Interest Advisors LLC, an. Ihr Ziel ist es, Rentenleistungen für Unternehmen unterschiedlicher Größe zugänglich zu machen, um das finanzielle Wohlbefinden und die Zufriedenheit der Mitarbeiter zu verbessern.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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.