Client Relationship Manager

🕒 il y a 3 mois

🇺🇸 États-Unis – Télétravail

💵 $100 000 - $110 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 21%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Human Interest

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501 - 1000 employés

Fondée en 2015

💸 Finance

💳 Fintech

💰 €200 000 000 Series D en 2021-08

Finance • Fintech

Human Interest est une entreprise qui propose des plans de retraite 401(k) et 403(b) abordables et complets, destinés principalement aux petites et moyennes entreprises. Fondée en 2015, elle vise à simplifier le processus de planification de la retraite grâce à des intégrations de paie fluides avec plus de 500 systèmes de paie leaders du marché. La société met l'accent sur les fonds à faible coût et l'absence de frais de transaction, et offre des solutions de retraite personnalisables pour répondre aux besoins diversifiés des employeurs et de leurs employés. Human Interest propose également des services de conseil en investissement via sa filiale, Human Interest Advisors LLC. Leur objectif est de rendre les avantages de la retraite accessibles aux entreprises de toutes tailles, améliorant ainsi le bien-être financier et la satisfaction des employés.

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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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.

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