Strategic Client Retention & Accounts Manager

Mosaic.tech; Los Angeles (CA); Hybrid; USD 99,000 - 161,000; Full time

Benefits offered by this job

Bonus plan

Medical, dental, and vision benefits

Life and disability insurance

401(k) plan

Employee stock purchase plan

11 company holidays

PTO and comprehensive leave

Job summary

TriNet, based in Los Angeles, seeks a seasoned Retention and Account Management professional to drive client relationships and contract negotiations for SMB portfolios. The role emphasizes retention, strategic pricing, and upsell opportunities within a fast-paced HR services environment.

With 5+ years in retention or account management and strong communication, you will partner with CX teams to ensure renewals and client success, while aligning pricing and service plans with client needs.

Qualifications

• Bachelor's Degree or equivalent experience preferred.
• Excellent communication and interpersonal skills.
• Ability to communicate effectively with employees at all levels of the organization.
• Knowledge of financial analysis and business acumen.
• Knowledge of benefits programs and strategies.
• Knowledge of service model pricing.
• Excellent interpersonal and presentation skills.
• Ability to adapt to a fast-paced, constantly evolving business and work environment while managing multiple priorities.
• Proficient in Microsoft Office Suite.

Responsibilities

• Provides retention and account management expertise to a portfolio/cohort of customers in partnership with the Customer Experience departments.
• Assists in contract negotiations and drives conversations.
• Delivers on demand touchpoints to clients, ensuring customer satisfaction and ensuring C‑Suite penetration.
• Provides support for client service opportunities and coordinates their implementation as needed.
• Consults on retention strategies and provides leadership.
• Forecasts attrition risk and maintains basic knowledge of customers' portfolios.
• Participate in identifying and transitioning customers to alternative service models.
• Performs other duties as assigned.
• Complies with all policies and standards.

Skills

Communication skills

Interpersonal communication

Financial analysis

Benefits programs

Service pricing

Presentation skills

Adaptability

Time management

Microsoft Office Suite

Education

Bachelor's Degree or equivalent experience preferred

Tools

Microsoft Office Suite

Job description

TriNet, based in Los Angeles, seeks a seasoned Retention and Account Management professional to drive client relationships and contract negotiations for SMB portfolios. The role emphasizes retention, strategic pricing, and upsell opportunities within a fast-paced HR services environment.

With 5+ years in retention or account management and strong communication, you will partner with CX teams to ensure renewals and client success, while aligning pricing and service plans with client needs.