Account Manager, Employee Benefits

Mployer; Nashville (TN); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a motivated Partner Success Director to enhance partner engagement through innovative technology. In this pivotal role, you will ensure partners effectively utilize a cutting-edge platform, driving adoption and supporting their growth. Your expertise in employee benefits and plan design will be crucial in fostering strong relationships and facilitating successful onboarding. Join a collaborative and mission-driven team that values innovation and inclusivity while offering competitive compensation and a flexible work environment. If you're passionate about making a meaningful impact, this opportunity is for you!

Benefits

Health Insurance

Dental Insurance

401(k)

Unlimited Paid Time Off

Flexible Work Environment

Qualifications

• 2+ years of experience in customer success or account management in benefits brokerage.
• Strong understanding of employee benefits and consulting processes.

Responsibilities

• Drive partner engagement and success with the platform.
• Conduct onboarding and training sessions for new product features.
• Collaborate with Sales team to align on partner needs.

Skills

Customer Success

Account Management

Employee Benefits Knowledge

Relationship Building

Consultative Approach

Education

Bachelor's Degree

Job description

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We empower employers, employees and benefit consultants to easily assess, rate and communicate the value of employee benefits. Our industry-first analytics, driven by forward-thinking industry leaders, help employers actively research benefit brokers to identify optimal benefit plans. Our platform leverages the industry’s largest and most comprehensive benefits database to design competitive, market-leading benefit strategies, enabling our partners to maximize value for their clients.

About the Role:

We’re seeking a motivated and dynamic Partner Success Director to join our growing team. In this pivotal role, you will be instrumental in ensuring our partners effectively utilize our innovative platform, helping them unlock its full potential to enhance their service offerings. Your expertise in employee benefits and plan design, combined with your passion for client success, will enable you to foster strong relationships, drive adoption, and support our partners’ growth.

Key Responsibilities:

• Drive partner engagement, utilization, and success with our platform
• Own partner retention and renewal processes
• Prepare and lead renewal discussions and Quarterly Business Reviews (QBRs)
• Conduct onboarding and training sessions for new product features
• Facilitate producer and account management engagement sessions
• Lead initial kick-off meetings with new partners
• Identify whitespace opportunities to support the sales team in expanding relationships
• Support technical demonstrations of our solutions
• Share platform utilization data, identify gaps, and recommend strategies for improvement
• Collaborate closely with the Sales team to align on partner needs and opportunities

What We’re Looking For:

• Proven experience in customer success or account management within a benefits brokerage, with at least 2 years of relevant industry knowledge
• Strong understanding of employee benefits, plan design, and consulting processes
• Exceptional relationship-building, communication, and presentation skills
• A consultative, solutions-oriented approach to supporting partners
• Ability to thrive in a fast-paced, high-growth environment
• Passion for helping brokers enhance their benefits strategies and attract top talent

What We Offer:

• Benefits rated as Market Leading!
• Competitive salary and bonus package
• Opportunity to support industry-first tools with significant market demand and high ROI potential
• Comprehensive benefits including health insurance, dental, and 401(k)
• Flexible, remote work environment
• Unlimited Paid Time Off (PTO)
• A collaborative, mission-driven team committed to innovation and inclusivity

Join us in transforming the way our partners leverage technology, data, and analytics to create efficiencies and deliver exceptional value to their clients. If you’re ready to make a meaningful impact and grow with us, we’d love to hear from you!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Software Development

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