Manager Client Success

Financial Health Network; Remote; USD 80,000 - 89,000; Full time

Job summary

A leading nonprofit organization is seeking a Manager, Client Success. This role involves managing relationships with financial service providers and driving initiatives to improve financial health. The ideal candidate has over 5 years of experience in client relationship management, strong communication skills, and can manage projects effectively. The position offers a salary range of $80,000 to $89,000 and allows for flexibility in location, including options for remote work.

Benefits

Flexible working arrangements

Healthcare benefits

Professional development opportunities

Qualifications

• 5+ years of experience in account, partnership and/or client relationship management or client success within financial services.
• Experience working directly with financial services companies, insurance carriers/brokers, or financial services associations strongly preferred.
• Strong relationship-building skills with various stakeholder types.

Responsibilities

• Manage a portfolio of relationships to drive action on financial health.
• Responsible for relationship building with assigned Members.
• Create, manage, and monitor annual engagement plans for assigned Members.
• Collaborate with internal teams to design and deliver high-quality Member programs.

Skills

Client relationship management

Strong communication

Project management

Collaboration

Diversity, Equity, and Inclusion practices

Education

Bachelor’s Degree or Equivalent Experience

Tools

Salesforce

Job description

SCOPE OF ROLE

Come join the team on the front lines of consumer financial health. The Financial Health Network is seeking a Manager, Client Success to join our Client Success & Business Development team to actively drive impact across a portfolio of financial services organizations. The Manager will join an energetic and passionate team as we equip and influence financial institutions, employers, fintechs, insurers, nonprofits, and other financial service industry players to create solutions that improve people’s financial health and close equity gaps. Reporting to the Director, Client Success, the Manager will be primarily responsible for building and maintaining relationships, monitoring and delivering against Member experience metrics, and executing Member-benefit-related projects and engagement activities.

EDUCATION

Bachelor’s Degree Or Equivalent Experience Required.

LOCATION

Chicago, Washington D.C., or Fully Remote (U.S. Based)

SALARY RANGE

$80,000- $89,000

Qualifications

A commitment to the mission of Financial Health Network and a desire to positively impact the trajectory of a highly-impactful, national nonprofit.

• 5+ years of experience in account, partnership and/or client relationship management or client success within financial services or adjacent industries.
• Demonstrates commitment to embedding Diversity, Equity, and Inclusion across all internal and external stakeholder relationships.
• Experience working directly with (or selling into) financial services companies, insurance carriers/brokers, or financial services associations strongly preferred.
• Highly polished presentation skills; ability to communicate with influence and motivate multiple audiences; ability to quickly synthesize data and present succinct, cogent arguments.
• Strong relationship-building skills with a diversity of stakeholder types; demonstrated expertise with a client-centered approach to stakeholder engagement.
• Strong collaborator and leader with excellent organization and people skills, and the ability to set priorities, problem-solve, and multi-task while paying attention to detail.
• Strong project management skills, including the ability to collaborate across teams to plan and execute complex projects from start to finish.
• High degree of flexibility to work in an innovative, fast-paced environment and readily embrace change.
• Ability to commit to up to 10% domestic travel, with occasional evening meetings (approx. quarterly).

Responsibilities

Member Relationship Management and Business Development

• Manages a portfolio of relationships to drive action on financial health.
• Responsible for day-to-day aspects of relationship building with assigned Members which includes ownership of scheduling and leading Member meetings.
• Surfaces and participates in the development of consulting, grant and/or sponsorship business opportunities.
• Quickly builds trust and credibility with a range of senior external stakeholders within Member companies.
• Anticipates Member needs and identifies opportunities; proactively solves through highly effective cross-organizational collaboration.
• Creates, manages, and monitors annual engagement plans for assigned Members.
• Effectively uses Salesforce and other tools to track, monitor, and report on engagement and Member relationship health.
• Documents case studies and impact stories to be leveraged for further Member engagement and marketing materials.
• Collaborates with the Director of Membership Operations to support annual membership renewal through timely and effective communications with assigned Members.
• Project manages select Member-facing programs and initiatives.
• Other client success tasks as assigned.

Strategic Account Management

• Collaborates with the Leadership Team and Executive Sponsors to manage relationships with a select number of Strategic Accounts, which are typically Fortune 500 companies.
• Engages directly with senior executives within these companies, serving as an articulate and enthusiastic spokesperson for FHN and its mission, and helping to drive value for the company and for FHN.
• Develops and monitors progress against annual Strategic Account engagement and business development goals.
• Participates in regular organization-wide Strategic Account reviews, preparing written reports on progress against annual goals and surfacing challenges and opportunities for cross-organizational collaboration.

Member Benefit Delivery

• Collaborates closely with staff across FHN to design and deliver high-quality Member programs and experiences, including for example: designing and facilitating group meetings and discussions; developing Member-exclusive written content; and planning and hosting Member sessions at FHN events like our EMERGE conference.
• Leads projects from strategy development through execution using project management tools and strong communication skills.

About Financial Health Network

Make an impact in the financial lives of millions with our growing organization. The Financial Health Network is the leading authority on financial health. We envision a future where all people, especially those who are most vulnerable, have the day-to-day financial systems they need to be resilient and thrive. We are a trusted resource for business leaders, policymakers, and innovators united in a mission to improve the financial health of their customers, employees, and communities. Through groundbreaking research, advisory services, measurement tools, and opportunities for cross-sector collaboration, we advance awareness, understanding and proven best practices in support of improved financial health for all. With offices in Chicago and Washington, DC, Financial Health Network is a highly collaborative environment, seeking people who share our values.

At Financial Health Network our mission to improve financial health for all, especially the most vulnerable, can only be accomplished through a diverse population of employees at all levels who are representative of the many communities we seek to impact. We strive to recruit, hire, develop, empower, and retain talented individuals at all levels across various dimensions of diversity and intersectionality including, but not limited to, race, ethnicity, sexual orientation, gender identity, gender expression, religion, age, neurodiversity, disability status, veteran status, and citizenship. We welcome and need your unique voice and look forward to having you join our team!

We will provide equal employment opportunities to all applicants without regard to an applicant’s race, color, religion, sex, sexual orientation, gender identity or expression, gender, genetic information, uniformed service, national origin, age, veteran status, disability, pregnancy, or any other status protected by federal or state law. We will provide reasonable accommodations to allow an applicant to participate in the hiring process (e.g., accommodations for a job interview) if so requested.

TO APPLY

Our mission is very important to us, and we would like to know why you would like to be a part of the Financial Health Network. Please submit a compelling cover letter and resume with your application.