- Own a portfolio of consultant and employer accounts to drive retention and value creation.
- Support proactive account planning and renewal strategy to protect recurring revenue.
- Build and maintain trusted advisor relationships with consultants and employer stakeholders.
- Lead executive level business reviews and strategy sessions.
- Drive end-to-end renewal execution including data validation and underwriting coordination.
- Identify opportunities for value expansion and adoption of cost savings solutions.
- Coordinate cross-functionally with sales, operations, finance, and underwriting teams.
- Translate complex data and reporting into actionable insights for clients.
Data AnalysisSalesforcePresentation skills+2 more