National Strategic Account Manager

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Pareto Capital

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Pareto Capital is a financial services company with experienced professionals specializing in investment banking, investor relations advisory, and asset management. Inspired by the Pareto Principle, the company focuses on identifying the key factors that will drive significant growth for clients. Pareto Capital prides itself on its substantial experience, stakeholder networks, and focus on long-term value optimization to help businesses raise funds and create wealth. They provide comprehensive solutions tailored to complex business needs, ensuring client satisfaction and successful project execution.

📋 Description

• Work closely with National and Regional leadership to identify offices and producers to target for growth. • Align with National Partners to make introductions at the regional and office level. • Review of our TAM by brand and use data analysis to develop go-to-market strategy. • Work closely with SVP’s & RVP’s on follow up action items for regular Agency Reviews. • Monitor partnership effectiveness – internal and external. • Address market hurdles and internal process inefficiencies that may be hindering growth and/or retention. • Lead market agency specific meetings on a Regional and National level. • Drive specific in territory EB conferences and agency specific webinars. • Execute local strategy plan: Expand new office and new broker relationships. • Collaborate with appropriate PH team members on market data analysis (BF, PH reporting and LinkedIn Navigator). • Plan and support execution for National and Regional training to expand partnerships.

🎯 Requirements

• Bachelor’s degree and 3-5 years work experience in account management for a benefits consulting firm, health benefits vendor or national health insurer. • Strategic thinker and relationship builder who is continuously looking to drive new partnerships and maximize growth of current partnerships. • Comfortable working with the ambiguity of a fast-paced, growing company - ability to innovate, and solve problems creatively. • Exceptional analytical, problem-solving, and strategic thinking skills, with the ability to use data to inform and drive decision-making. • Strong program management and organizational skills, with the ability to prioritize and manage multiple initiatives simultaneously. • Excellent verbal and written communications with strong executive presence and aptitude to represent the Cost Containment team and company to internal and external stakeholders. • Experience with analyzing data from various sources.

🏖️ Benefits

• Fully paid medical, dental, and vision benefits. • Flexible PTO • 401k company contribution • Tuition reimbursement • Professional development allowance • Transportation allowance and daily parking reimbursement • Engaging hybrid work environment