Relationship Manager Remote (USA) Operations

ThrivePass; United States; Remote; USD 70,000 - 85,000; Full time

Job summary

An innovative firm is seeking a dedicated relationship manager to enhance client satisfaction and retention. This role focuses on building strong partnerships, driving engagement, and ensuring clients maximize their benefits experience. You will be the primary point of contact, responsible for managing client relationships and identifying new revenue opportunities. ThrivePass values its employees and fosters a culture of development and excellence, making this an exciting opportunity for those looking to grow in a supportive environment. If you are passionate about client success and have a proven track record in relationship management, this position is perfect for you.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401K with Employer Match

Generous Paid Time Off

Maternity and Paternity Leave

Employee Assistance Program

Annual Learning and Development Funds

Sabbatical Program

Voluntary Benefits

Qualifications

• 3-5 years of experience in a relationship management role.
• Proficient in managing strategic benefits discussions.

Responsibilities

• Ensure high client retention and satisfaction through proactive relationship management.
• Identify and execute on client revenue opportunities via upselling.

Skills

Relationship Management

Client Retention Strategies

Upselling and Cross-selling

Benefits Administration

CRM Proficiency

Process Improvement

Analytical Skills

Attention to Detail

Team Collaboration

Empathy

Education

Bachelor's Degree

Equivalent Experience

Tools

CRM Software

Job description

We empower our clients, and their employees, to thrive through the personalization of employee benefits and data-driven insights. ThrivePass' purpose is to partner with organizations to create personalized and meaningful employee experiences.

We value our employees, their contributions and strongly believe in employee development. Everything we do is tied to our CARE values, being: Courageous, Authentic, Resourceful and Excellent. Performance at ThrivePass is measured by embodiment of our CARE values and the accomplishment of quarterly Big 3 goals.

About The Role

To be accountable for high client retention, satisfaction and products utilized through holistic oversight of all aspects of the client relationship, by serving as a primary point of contact. This position is responsible for high consultant and client satisfaction by increasing participant engagement, driving high client retention, and generating new business with client cross-selling.

Responsibilities

1. Consistently hit quarterly Big 3 goals while embodying our CARE values.
2. Ensure greater than 99% net revenue retention.
3. Effectively manage assigned book of business: awareness of client status, trends, provide proactive communication and expectation setting, establishment of positive relationship.
4. Responsible for being aware of client’s objectives, key strategies, leaders and stakeholders in order to establishing yourself as a credible, trusted advocate.
5. Identify and execute on client revenue opportunities through upselling and cross-selling initiatives.
6. Develop and lead client quality partnership reviews for Enterprise and Elite clients.
7. Clearly and proactively communicate and collaborate with the broader client service team and leadership to ensure excellence in service delivery.
8. Effectively demonstrate the value of our partnership to your assigned book of business and ensure the client understands how to navigate the service experience.
9. Ensure a smooth plan year renewal process through internal and external collaboration.
10. Proactively plan for and manage client contract renewals.
11. Responsible for the coordination of timely and effective delivery of information and issue resolution and ensure pro-active follow-up.
12. Client NPS at or above 40.

Requirements

1. Bachelor’s degree or equivalent experience.
2. 3-5 years’ experience as relationship manager, or similar role.
3. Must have experience in pre-tax, COBRA, Ben Admin, Wellness, Tuition Reimbursement or other related benefits.
4. Proven ability to manage strategic benefits discussions.
5. Proficiency with relationship management CRMs.
6. Facilitation of collaborative workgroups toward process improvement and issue resolution.
7. Upsell / Cross sell ability.
8. Ability to speak to, and work with technical processes and procedures.
9. Identify process efficiencies for clients and company.
10. Takes initiative to uncover/develop solutions prior to escalating issues.
11. Analyze consumer needs and develop innovative solution.
12. Identify and track progress on client goals.
13. Ability to multi-task.
14. Team player.
15. Empathetic to customer needs.
16. Meticulous attention to detail.
17. Desire to excel and grow each day.

Salary Offered

$70,000 - $85,000 per year

Benefits Offered

1. Health, Dental, and Vision Insurance.
2. Life and AD&D Insurance.
3. Short-and long-term disability insurance.
4. Maternity and Paternity Leave.
5. 401K with employer match.
6. 5-and 10-year sabbatical program.
7. Employee Assistance Program (EAP).
8. Voluntary Benefits.
9. Monthly Employer Contributions to Employee ThrivePass Account.
10. Annual Learning and Development Funds.
11. Generous Paid Time Off (PTO) Policy.

To be considered for the position, please include your portfolio link in the email when submitting your application.

Additional Information

ThrivePass is committed to providing an inclusive and welcoming environment for all team members. We do not and shall not discriminate based on race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations.

To complete the application, please include both your resume and a link to your portfolio in the email submission.