Senior Associate, Account Manager

We are looking for a dynamic and experienced Account Manager to join our Employer Services team.

The Account Manager will be responsible for retaining our top ARR clients & pooled plans and providing exceptional service to ensure client satisfaction and loyalty.

Successful candidates will be responsible for supporting incoming employer plan inquiries, change orders, proactive outreaches, ongoing client reviews, and supporting multiple cross-functional teams across the organization.  In addition, the Account Manager will have the flexibility to jump into other service teams and provide coverage and support as needed.

Our mission-driven service teams are often the first point of contact for customers, so we are interested in hiring individuals with a passion for providing memorable client experiences with the ability to make quick and accurate decisions.

College degree and/or equivalent customer service experience

Strong commitment to superior customer service

Manage and retain relationships with top ARR clients & pooled plans across our platforms, ensuring their post-onboarding needs and inquiries are met and issues are addressed promptly (i.e.

plan design changes & conversations, year-end testing, education, day-to-day inquiries).

Work closely with clients to understand their business goals and challenges, and identify opportunities to discuss the addition of other Vestwell platform products.

Collaborate with internal teams to ensure client needs are met and issues are resolved promptly.

Proactive outreaches to clients to understand gaps in service and platform to bring back to product teams, conveying the voice of the client internally.

Provide coverage and support to other service teams as needed, ensuring continuity of service for all clients.