Account Management Associate - REMOTE

About the Role

Key Responsibilities

• Serve as a trusted advisor across client stakeholders and leadership.
• Understand clients' objectives and ensure relevant delivery resources are aligned.
• Identify, initiate and/or close new upsell/cross-sell opportunities to align with clients' objectives and drive revenue expansion.
• Facilitate communication initiatives to meet client engagement and utilization goals.
• Track that clients' key objectives are being met.
• Engage clients with reporting resources to provide data, ensuring client engagement with Optavise value.
• Play a key role internally to confirm the Product Development, Implementation, and Sales teams are kept apprised of any news or developments that warrant their involvement.
• Implement client retention strategies to minimize loss: address risks swiftly and communicate effectively with sales and leadership appropriately for involvement/mitigation.
• Lead contract renewal negotiations (typically between $5k - $50k per contract).
• Maintain revenue base of existing business to meet Optavise goals (typically $100k - $500k).

Requirements

• Associate's degree or 4 years of experience with employee benefits account management.
• 2 years of client services or account management experience in the employee benefits/HR domain.
• 1 year of experience managing multiple simultaneous projects or clients.
• Ability to manage multiple clients and initiatives simultaneously and stay organized.
• Effective verbal and written communication skills, including giving presentations.
• Ability to learn internal systems quickly.
• Willingness to travel.

Nice to Have

• Bachelor's degree in Sales, Marketing, Business Administration, or 8 years of experience with employee benefits account management.
• 5+ years of client services/account management experience in the employee benefits/HR domain, with a strong preference for benefits technology experience.
• 3+ years of experience managing multiple simultaneous projects or clients.
• 1+ years of experience with revenue responsibility (sales or inside sales).

Qualifications

• Associate's degree or 4 years of experience in employee benefits account management.
• 2 years of client services or account management experience in the employee benefits/HR domain.
• 1 year of experience managing multiple projects or clients.

Benefits & Perks

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) retirement plan with company match
• Short-term & long-term disability insurance
• Paid time-off and corporate holidays
• Paid parental leave
• Company paid life insurance