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.
Own a portfolio of employer clients and be accountable for retention and growth outcomes.
Lead client implementations to drive high adoption rates among employers and their employees.
Conduct monthly/quarterly business reviews for employer clients and their broker and consultant partners.
RxSaveCard was founded in 2024 with a mission to reduce pharmacy costs for employers and their employees. Their innovative model is unique in the market, and they are building a modern, card-based approach to prescription benefits that simplifies a complicated system.
Manage a portfolio to ensure satisfaction, retention, and partnership
Serve as the primary liaison for plan sponsors and internal teams
Develop and execute strategic service plans to align with client goals
Point C is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs. They are committed to partnership, thinking beyond typical solutions to do more for clients. Point C values, respects, and protects the uniqueness each of its employees brings.
Building and maintaining strong, long-term relationships with key strategic partners.
Developing and executing strategic account plans to drive client growth.
Identifying new business opportunities within existing accounts.
SimplyInsured aims to eliminate fear in health insurance by making it more transparent and accessible, particularly for small business owners. The company has over 20,000 customers and partnerships with NetSuite, Toast, and Square, indicating rapid growth and disruption in the industry.
Deliver exceptional client satisfaction while supporting annual contract renewals.
Ensure all contractual commitments are fulfilled.
Act as primary relationship owner throughout client lifecycle.
Personify Health created a personalized health platform, bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together. Their team empowers people to lead healthier lives through data-driven solutions that reduce costs while improving health outcomes.
Serve as a trusted advisor to strategic clients, understand objectives, challenges, and goals.
Drive adoption, growth, and retention by proactively managing client engagement.
Translate strategic client needs into actionable plans and build strong relationships.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly and objectively. They identify top-fitting candidates and share the shortlist with the hiring company, which manages the final decisions, with AI tools assisting the recruitment team but not replacing human judgment.
Function as the strategic lead for Strategic clients, conveying and delivering Headspace’s value while building strong, referenceable relationships.
Develop a deep understanding of each client’s business needs, strategic priorities, and challenges, helping them succeed with Headspace.
Build impactful relationships with C-suite and senior stakeholders, thoughtfully guiding the segment and identifying opportunities for growth.
Headspace provides access to lifelong mental health support. They combine evidence-based content, clinical care, and innovative technology to help millions of members around the world get support that’s effective and personalized. They are collaborative, inclusive, and grounded in their values.
Collaborate with Account Executives to identify renewal and upsell opportunities.
Manage current clients to reduce attrition and conduct welcome appointments.
Review reporting and consult on solutions to help clients grow their business.
Rewards Network helps restaurants grow revenue, increase traffic, and boost customer engagement through financial and marketing services, and dining rewards programs. They are a driven and diverse team that excels in collaboration and issue resolution, partnering with loyalty programs to drive customers to local restaurants.
Support the success and satisfaction of your portfolio of employer clients, helping ensure strong client retention and engagement
Monitor client health and engagement on an ongoing basis, flagging potential risks early and collaborating with your manager and team to develop mitigation plans.
Maintain strong client relationships, fostering satisfaction, loyalty, and advocacy, and supporting case studies or success stories where appropriate.
Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs.
Own the retail client relationship and act as a trusted advisor to senior stakeholders.
Drive revenue growth through renewals, upsells, and new solution adoption.
Foster a culture of collaboration, accountability, and continuous improvement.
NIQ delivers the most complete and trusted view of consumer behavior, enabling clients to make smarter decisions and drive growth through advanced analytics, technology, and deep industry expertise. NIQ is an Advent International portfolio company with operations in 100+ markets, covering more than 90% of the world’s population.
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.
Serve as the primary point of contact for clients.
Identify and implement Client Success process enhancement opportunities.
Create and oversee client-specific and organizational KPIs.
Arine is a healthcare technology and clinical services company ensuring individuals receive the safest and most effective treatments. With a mission to redefine excellent healthcare, they tackle medication-related issues through their SaaS platform, leveraging data science, machine learning, AI, and clinical expertise.
Own executive-level relationships for top-tier healthcare accounts (TCV $200k+).
Co-create Joint Business Plans and lead Executive Business Reviews (EBRs) focused on ROI and compliance risk mitigation.
Act as the Voice of the Customer (VoC) by synthesizing user needs into actionable insights for the Product team.
Propelus simplifies workforce compliance management across healthcare. With innovative technology and strategic partnerships, Propelus empowers millions of professionals, employers, and regulators to create a connected and efficient healthcare ecosystem.
Own and grow key client relationships within our book of self-funded employers utilizing a Reference Based Pricing (RBP) health plan model.
Drive client satisfaction, retention, and strategic growth while serving as a trusted advisor to HR and finance leaders navigating the RBP landscape.
Ensure seamless plan delivery and an exceptional client experience by working cross-functionally with Centivo's internal teams, brokers, consultants, and other third-party vendors.
Centivo is an innovative health plan for self-funded employers with a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. They work with employers ranging in size from 51 employees to Fortune 500 companies and is backed by leading healthcare and technology investors.
Lead long-term partnerships with executive stakeholders within assigned accounts, aligning solutions with strategic supply-chain objectives.
Develop customized success plans that incorporate customer business drivers, define KPIs, and drive time-to-value and renewal readiness.
Analyze account usage, health, risk and upsell signals; identify and hand off qualified expansion opportunities.
Kinaxis specializes in end-to-end supply chain management solutions, enabling supply chain excellence across industries. They have grown from a team of three engineers in Ottawa to a global organization with over 2000 employees supporting 40,000+ users in 100+ countries.
Develop and implement comprehensive sales account plans for each customer.
Analyze revenue trends and identify sales opportunities.
Conduct quarterly and annual client business reviews.
Jobgether uses an AI-powered matching process for jobs. The system identifies top-fitting candidates which are then shared directly with the hiring company.
Serve as the main point of contact for clients, owning the relationship from start to finish with the goal of client growth and retention.
Educate clients on how native advertising and the Nativo platform can contribute to campaign success and overall digital strategy.
Manage the campaign-launch process, work cross-functionally to deliver custom solutions, and present post-campaign reports with actionable insights.
Life360's mission is to keep people close to the ones they love through their mobile app and Tile tracking devices, empowering members to protect people, pets and things. They serve approximately 96 million monthly active users across more than 180 countries with over 500 remote-first employees and have recently announced the acquisition of Nativo.
Creating a vision, strategy and territory plan to achieve revenue goals and ensure success.
Understand your customer by seeing your world through their perspective, speaking their language, and promoting the voice of your customer to improve Experian's solutions
Increase results to identify new ways to grow our business and expand current partnerships
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, investing in people and new advanced technologies to unlock the power of data.
Planning, preparation and presentation of mail plans, and recommendations for new and current accounts.
Develop and implement client strategy, focusing on clients’ CRM and customer acquisition programs through direct mail and catalogs.
Maintain accuracy of reporting & integrity of customer service relationships with clients.
Belardi Wong is a data-driven, integrated marketing and creative solutions firm focused on driving revenue, profit, and customer growth for DTC brands and retailers. They are a leading full-service marketing provider celebrating 25+ years of growth and innovation.