Employer Industry: Financial Services
Why consider this job opportunity:
Salary up to $70,800 Opportunity for career advancement and growth within the organization Comprehensive benefits package including health, dental, and vision insurances Flexible spending accounts and health savings account options Supportive and collaborative work environment focused on client success Eligible for quarterly or annual bonuses based on performance What to Expect (Job Responsibilities):
Serve as the primary post-sale point of contact and strategic advisor for assigned client accounts Build deep, long-term relationships based on trust, transparency, and shared goals Identify and close upsell and cross-sell opportunities by aligning solutions to client needs Act as the single point of accountability for issue resolution and client satisfaction Maintain accurate records of client status, activity, and opportunities What is Required (Qualifications):
Minimum 3-5 years of Customer Success or Account Executive experience Bachelor’s degree or equivalent relevant experience Proven track record of managing client relationships and driving account growth Excellent communication, presentation, and relationship-building skills Proficiency in CRM and client engagement platforms (e.g., Salesforce) How to Stand Out (Preferred Qualifications):
Advanced knowledge of HSA, HRA, FSA, Commuter, COBRA, Retiree Billing, and FMLA Billing Strong understanding of Savings & Spending and COBRA regulatory requirements High accountability mindset with a focus on delivering results We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
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Salary up to $70,800 Opportunity for career advancement and growth within the organization Comprehensive benefits package including health, dental, and vision insurances Flexible spending accounts and health savings account options Supportive and collaborative work environment focused on client success Eligible for quarterly or annual bonuses based on performance What to Expect (Job Responsibilities):
Serve as the primary post-sale point of contact and strategic advisor for assigned client accounts Build deep, long-term relationships based on trust, transparency, and shared goals Identify and close upsell and cross-sell opportunities by aligning solutions to client needs Act as the single point of accountability for issue resolution and client satisfaction Maintain accurate records of client status, activity, and opportunities What is Required (Qualifications):
Minimum 3-5 years of Customer Success or Account Executive experience Bachelor’s degree or equivalent relevant experience Proven track record of managing client relationships and driving account growth Excellent communication, presentation, and relationship-building skills Proficiency in CRM and client engagement platforms (e.g., Salesforce) How to Stand Out (Preferred Qualifications):
Advanced knowledge of HSA, HRA, FSA, Commuter, COBRA, Retiree Billing, and FMLA Billing Strong understanding of Savings & Spending and COBRA regulatory requirements High accountability mindset with a focus on delivering results We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
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