- Serve as the primary point of contact for a portfolio of clients and build relationships with HR and benefits teams and key stakeholders.
- Understand client goals, workforce needs, and benefits priorities, and assess whether the offering delivers value.
- Guide clients through implementation and onboarding in partnership with the product team.
- Promote the program to employees and increase borrower participation with marketing and client success.
- Monitor adoption, engagement, and satisfaction, and lead regular business reviews.
- Manage renewals, identify opportunities to expand partnerships, and address account risks early.
- Share client feedback with product, engineering, and leadership, and stay informed about PSLF policy changes affecting clients and employees.
- Answer client questions, resolve issues, and coordinate across internal teams.
Account ManagementClient relationship management