Director, Account Services

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

🧑‍💼 Account Executive

👻 Ghost score 10%

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Logo of bswift

bswift

1001 - 5000 employees

🏥 Healthcare

💼 Consulting

🛡️ Insurance

💰 $51M Private Equity Round on 2014-04

Healthcare • Consulting • Insurance

bswift is a leading provider of benefits administration solutions, offering a comprehensive suite of technology and services to help employers and their employees maximize their health and welfare benefits. By leveraging the latest technology and personalized engagement strategies, bswift enhances healthcare outcomes and employee satisfaction. The company is recognized for its innovative use of AI to facilitate seamless benefits enrollment and improve customer service. Recently, bswift has expanded its capabilities through strategic acquisitions, further solidifying its position as a trusted partner for companies seeking to improve their employee benefits programs.

📋 Description

• Lead, coach, and develop a team of six account managers through one-on-ones, goal setting, performance reviews, and career planning • Hire, onboard, and train account managers and create ramp plans • Advocate for the account management team by addressing capacity concerns, removing roadblocks, and ensuring access to tools and support • Balance workload and resourcing across the team • Establish expectations, competency standards, and career paths • Build a culture of accountability, collaboration, and continuous improvement • Oversee the health and quality of client relationships across agency accounts • Directly manage a small volume of high-visibility and revenue accounts • Set and enforce client-management practices, including communication cadence, status reporting, escalation paths, and documentation • Support complex, high-visibility, or at-risk accounts through issue resolution and direct client engagement • Partner with Senior Directors of Communication on client strategy and consulting priorities • Identify opportunities to strengthen and expand client relationships • Represent account management in client planning, renewal, and new-business discussions • Own and refine project-management standards, intake processes, and workflows • Ensure projects are scoped, scheduled, resourced, and delivered on time and within budget • Maximize Monday.com and other project-management platforms through adoption, reporting, and automation • Report team capacity, project status, and delivery metrics to leadership • Streamline Creative and Operations handoffs and reduce rework and manual steps • Develop proactive, strategic, and repeatable approaches to client needs • Identify, pilot, and scale AI and emerging tools for project and account management • Build business cases and lead change management for new tools and processes • Champion continuous improvement using team feedback and delivery data • Report to the Vice President, Engagement Solutions • Collaborate with Creative, Operations, Consulting, Client Service, and Implementation teams • Connect account management with the broader bswift organization

🎯 Requirements

• Ten or more years of experience in project management, account management, or client services • Two to three years directly managing and developing people • Demonstrated success leading teams delivering complex, multi-stakeholder client projects on time and within budget • Deep knowledge of client management best practices • Proven ability to design and implement efficiency- and quality-improving processes and workflows • Hands-on experience with workflow and project management platforms such as Monday.com, including boards, automations, and reporting • Exceptional written and verbal communication skills • Excellent organizational, attention-to-detail, and problem-solving skills • Ability to advocate for a team while maintaining high standards • Strong time management and ability to meet deadlines across multiple accounts and competing priorities • Ability to work in a fast-paced, sometimes high-pressure environment • Proficiency with Microsoft Outlook, Word, PowerPoint, Excel, and Teams • Bachelor’s degree or equivalent practical experience • Preferred: Bachelor’s degree in Marketing, Communications, Advertising, Journalism, English, or Business • Preferred: Experience in employee benefits, HR communication, or employee engagement • Preferred: Prior agency or consulting experience, preferably in a leadership capacity • Preferred: Practical experience applying AI tools to project management, content workflows, or team productivity • Preferred: Experience establishing or maturing an account management or client services function • Preferred: Experience managing print and digital vendor relationships and working in SharePoint • Preferred: Familiarity with benefits administration technology or the broader benefits ecosystem

🏖️ Benefits

• Comprehensive health, dental, and vision plans • Performance-based incentives for most roles • Remote-first, office-friendly environment • Employer-sponsored retirement savings programs • Professional development, training, and career-growth resources • Supportive culture encouraging collaboration, open communication, and creative problem-solving • Mental health, financial planning, and wellness resources • Flexible and creative work environment • Specific benefit offerings vary by position and may be subject to change

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