Client Executive

Corestream-; Tampa (FL); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Remote work

Job summary

Corestream is seeking a Client Executive to own the overall client-facing relationship with enterprise customers. You’ll be the go-to contact for ongoing account strategy, growth through new products, and driving user engagement while managing support issues and reporting.

As a strategic partner, you will share industry knowledge, recommend additional products and strategy to optimize benefits programs, triage issues with internal teams, and leverage brokers and providers.

Qualifications

• 3-5 years' experience in account management or client sales.
• Experience prioritizing sales and account growth.
• Ability to identify opportunities and manage from sale through launch.
• Strong client relationship skills under pressure.

Responsibilities

• Manage day-to-day client relationships including strategy conversations and growth opportunities.
• Coordinate with carriers, brokers, and technology partners for a white-glove client experience.
• Handle client and broker escalations with internal teams to resolve issues.
• Act as liaison between Client and Corestream stakeholders; assist with enrollment planning and events.
• Develop account plans and execute growth initiatives for each client.

Skills

Account management

Client sales

Relationship building

Cross-functional collaboration

Sales strategy

Growth mindset

Travel readiness

Tools

Salesforce

Power BI

Excel

Job description

Corestream is seeking a Client Executive to own the overall client-facing relationship with a book of enterprise-level customers. You will be the client's go-to Corestream contact for ongoing account strategy and growth through adding new products and driving user engagement, as well as managing support issues and providing comprehensive reporting.

You will serve as a strategic partner to clients by sharing industry knowledge and trends while also providing recommendations on additional products, services, and strategy to help them create a top tier benefits program. You will also actively triage issues to bring them quickly to resolution, leveraging Corestream's internal support teams, as well as our broker and provider partners. Your primary business tools will be Microsoft Office, Salesforce, Power BI and more.

Prior experience in the Employee Benefits space is an added plus, but if you are a driven, scrapy, customer-centric individual with a growth mindset, read on.

Location

Corestream is headquartered in Tampa, FL, but this is a remote opportunity!

Responsibilities

• Manage the day-to-day aspects of our existing client relationships including ongoing strategy conversations, adding new products to the platform, and increasing user engagement, as well as triaging issues and providing/analyzing reports for clients
• Work closely with external partners including carriers/providers, brokers, and technology partners to ensure white-glove client experience
• Manage Client and Broker escalations, leveraging Customer Care and Client Operations teams as needed to resolve all issues
• Serve as the main communication liaison between the Client and internal Corestream stakeholders Assist clients in open enrollment planning, as well as benefit fairs coordination and attendance
• Account planning is critical, including thinking strategically about each account, determining where the areas for growth are, and executing on these initiatives

Recipe for Success

• 3-5 years' experience in an account management or client sales role, managing and/or selling into a sizeable book of business
• Prior experience in a role that prioritizes sales, account growth, cross-functional team collaboration & white-glove client support
• A self-starting attitude with sales chops and the ability to identify and act on opportunities and manage them through the sales, implementation, and launch processes
• Ability to form strong relationships with clients while maintaining a positive attitude with all stakeholders (clients, vendors, peers) even in difficult situations
• Balancing attention to detail with swift execution when triaging issues
• Proficiency with multiple tools (including Salesforce, PowerBI, Excel and other Microsoft Office tools) in addition to leveraging AI to reduce administrative tasks and improve productivity output
• Willingness to travel for face-to-face client meetings and benefit fairs

Cherries on Top

• Experience with employee benefits (voluntary benefits would be a double cherry! )
• Experience at a technology company (benefits technology would also be a double cherry!)

Corestream is a fast-growing, cutting-edge financial and benefits technology company. We are an industry leader in the delivery of Voluntary Benefits; our proprietary software is the engine for large, Fortune-500 companies to easily and cost-effectively offer unlimited Voluntary Benefits to its employees through payroll deduction.

We have a driven, flexible, and fun team and offer competitive compensation and benefit packages. Although we are over ten years old, we still have a "start-up" culture and when we are in the office we have a casual dress code, free snacks and beverages, and Wednesday lunches are on the house.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.