Future Opportunities: Retirement Client Relationship Manager

Prudence Holdings; Phoenix (AZ); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive base pay

Benefits

Equity (RSUs)

Job summary

Prudence Holdings is seeking a Client Relationship Manager in Phoenix, Arizona. This role involves managing B2B plan sponsors, addressing inquiries, and driving client retention through thoughtful service.

Your empathy and analytical skills will make a significant impact on customer satisfaction. The position includes engaging with AI tools to enhance service delivery and requires hybrid work expectations for employees in designated office locations.

Qualifications

• Demonstrated ability to manage B2B client relationships effectively.
• Experience in a consultative service role.
• Strong communication skills to interact with diverse stakeholders.

Responsibilities

• Manage inbound inquiries from plan sponsors.
• Provide retention services through proactive outreach.
• Collaborate with cross-functional teams to improve client satisfaction.

Skills

Customer focus

Problem-solving

Empathy

Analytical skills

Job description

We're looking for a client advocate who puts customers first and thrives on solving complex problems. As a Client Relationship Manager, you'll be the go-to partner for our B2B plan sponsors, managing inbound inquiries, proactively reaching out to at-risk accounts, and driving retention through consultative, thoughtful service. You'll sit at the intersection of customer experience, product feedback, and cross-functional collaboration, making a visible impact on both client satisfaction and business outcomes. This role is ideal for someone who brings empathy and analytical rigor in equal measure.

AI is a fundamental part of how work gets done at Gusto. We expect all team members to actively engage with AI tools relevant to their role and grow their fluency as the technology evolves. AI experience requirements vary by role and will be assessed during the interview process.

All full-time employees receive competitive base pay, benefits, and equity (RSUs).

Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2–3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale. Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas. When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required. This includes non-office days for hybrid employees.

Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. We want to see our candidates perform to the best of their ability. If you require a medical or religious accommodation at any time throughout your candidate journey, please fill out this form and a member of our team will get in touch with you.