Take ownership and accountability for the success and retention of an assigned book of business.
Lead and manage the execution of Bennie’s consulting model for assigned customers, ensuring the delivery of high-quality benefit consulting services, and exceptional customer results and satisfaction.
Develop and execute the annual customer account plan specific for all assigned customers.
Bennie is an employee benefits services and technology firm that helps companies create a healthier workplace. They have built the ultimate benefits platform that connects disparate systems across the benefits supply chain.
Manage client and broker/consultant relationships throughout the client lifecycle.
Communicate clearly and concisely in both verbal and written formats.
Collaborate cross-functionally within a team environment, ensuring seamless coordination and alignment across departments.
Lantern is a specialty care platform connecting people with the best care when they need it most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country.
Partner with product and marketing teams to ensure compliance with consumer protection regulations.
Monitor and analyze new and evolving regulatory requirements, assessing their impact on products.
Manage and develop a team of compliance professionals by setting clear expectations.
EarnIn is a pioneer of earned wage access, building products that deliver real-time financial flexibility for those with the unique needs of living paycheck to paycheck. It is a fast-growing company with experienced leadership and world-class funding partners.
Investigating alleged violations of program requirements.
Drafting letters regarding program violations.
Identifying trends in consumer complaints and program violations.
Energy Solutions focuses on market-based programs to deliver large-scale energy, carbon, and water-use savings. Since 1995, they've offered performance-based solutions for utility, government, and institutional customers and have a supportive and energetic culture.
Build and maintain strong relationships with clients by understanding their needs.
Act as the main point of contact for client inquiries, concerns, and escalations.
Facilitate the onboarding process for new clients, ensuring a smooth transition.
Asset Living is a third-party management firm fostering thriving communities nationwide. Founded in 1986, they have grown organically into a trusted real estate ally with a diverse team that drives innovation.
Improve clients' Regulatory Information Management processes.
Work collaboratively with diverse teams to drive business value.
Enhance efficiency and compliance for clients in a rapidly evolving landscape.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Regularly consults with assigned clients to maintain a positive relationship.
Proactively uncovers ways to improve the daily operations of the plan.
Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. Their culture is collaborative and they value differences and colleagues who share a spirit of generosity.
Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone.
Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth.
Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy.
RES Consulting is a growing CPA firm specializing in clients in the dental industry. They are looking for a Remote Client Relationship Manager/Senior Accountant to join the team.
The Account Manager ensures successful management of accounts from execution to completion.
They serve as the primary client contact, facilitating and tracking projects and financial deliverables.
The role involves communicating client needs, ensuring timelines, and resolving potential issues.
Lumanity improves health outcomes by accelerating and optimizing access to life-changing medicines. As a global strategic partner, they bring together strategy, evidence, engagement, and technology to engineer breakthrough value and tackle tough challenges.
Manage daily partner relationships and ensuring successful execution, adoption, and ongoing engagement across Experian's indirect client portfolio.
Support joint growth plans in partnership with Account / Client Executives and internal teams.
Enable partners, making them operationally successful, and positioning them to deliver value using Experian data, software, and analytics.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and corporate headquarters in Dublin, Ireland.
Be the primary liaison between clients and our teams (Operations, Legal, Compliance, Finance, Project Management, Client Success).
Be the lead for client strategic programs, ensuring the smooth execution of Experian-supported projects.
Represent the voice of the client internally, advocating for their needs and driving resolution of issues.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company, they have a team of 22,500 people across 32 countries, with corporate headquarters in Dublin, Ireland.
Provide guidance for Affirm’s Product and Operations teams on applicable regulatory requirements related to any changes to products or services, issue remediation, and marketing reviews.
Review and approve financial services marketing materials to ensure they comply with regulations and industry standards.
Support responses to regulatory and bank-partner inquiries, audits, and examinations through second-line reviews and documentation/evidence.
Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. The Legal, Compliance, and Public Affairs team is a group of dedicated professionals committed to helping Affirm scale, innovate, and provide outstanding products for consumers, merchants, and key partners.
Lead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance.
Drive change management initiatives to modernize service delivery through technology, standardized processes, and best practices.
Build and maintain trusted relationships with client executives by understanding their business goals and delivering tailored solutions.
Wipfli's people are core to everything they do, creating exceptional impact and extraordinary results. They offer a career-defining opportunity for those looking to make a difference and find a professional home, with a focus on flexibility and relationships.
Develop relationships with client by researching and understanding business needs.
Support the renewal of existing business with the Client Development Executive.
Maintain and expand relationships within client network across various buyer personas
Experian is a global data and technology company, powering opportunities for people and businesses around the world. They have a team of 22,500 people across 32 countries, and their corporate headquarters are in Dublin, Ireland.
Create account-specific strategies to grow revenue.
Prospect and develop professional relationships.
Colibri Group provides professional education. Their culture values love, joy, boldness, teamwork, and curiosity, guiding interactions with colleagues, customers, and the community.
Own the business relationship with clients, building strong, multi-threaded partnerships across key stakeholders
Drive renewals and identify opportunities to upsell and expand existing accounts
Clearly communicate Reachdesk’s value proposition, platform capabilities, and competitive advantages in a way that resonates with client goals
Reachdesk is a leading global B2B gifting and swag platform, helping companies create meaningful connections with prospects, customers, and employees—while driving measurable ROI. Trusted by many of the most recognized names in the technology and SaaS space, they are backed by a world-class team with hubs in New York, London, and Lisbon.
Serve as an extension of our utility partners in retail locations.
Oversee retailer/manufacturer promotional compliance and point of purchase (POP) product placement in participating locations.
Ensure retail partners are properly educated about utility programs, services, and promotional products so information can accurately be relayed to customers.
C+C is an award-winning integrated marketing agency focused on changing behaviors for good. They help clients motivate people to embrace social and environmental actions. They have beautiful offices in Seattle, WA, Portland, OR, and Boston, MA and value diversity, equity and inclusion.
Serve as the primary point of contact for clients after onboarding
Develop and maintain strong relationships with key-stakeholders
Schedule, coordinate, and conduct agent training sessions
First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. We’ve got thousands of active agents with hundreds joining monthly, and we plan to accelerate our growth.