Senior Manager, Client Success

Senior Manager, Client Success

The Senior Manager, Client Success has the mandate on managing client relationships, growing a portfolio of accounts, and closing new business. The position works closely with advisors, plan administrators, and internal teams to understand client needs, deliver group benefits solutions, and support ongoing account management while meeting sales and retention goals.

Responsibilities:

• Deliver measurable client success outcomes using creative, innovative approaches
• Manage the entire sales cycle and grow a designated portfolio of client accounts
• Achieve sales results and close new business opportunities
• Analyze client needs and provide tailored solutions
• Building and maintain the advisor and Plan Administrator relationship
• Develop and implement account strategies to meet sales targets
• Conduct sales presentations and deliver proposals
• Provide ongoing reporting, group management and foster relationship to advance sales with existing customers
• Track all sales activities in CRM and report to senior management team
• Provide suggestions and guidance to the technical/operations team

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.