Account Manager - Health Spending Accounts (Work Remotely Anywhere in the U.S.)

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Requirements:

• Bachelor's degree (or equivalent) in management or communication
• 5+ years’ experience working with clients and building relationships with direct experience within the consumer accounts administration (spending accounts) industry.
• Must have strong understanding of consumer spending account administration and the impact it has on the industry...e., Health Spending Accounts (HSAs) and Flexible Spending Accounts (FSAs).
• Strong relationship management and project management expertise, analytical skills, and the ability to engage and motivate multiple stakeholders across the organization.
• Ability to lead client meetings, deliver presentations, and establish
• Excellent communication skills and the ability to apply these skills in either verbal or written form when interacting with various clients, company personnel, and team
• Demonstrated ability to partner with other functional areas/organizations to deliver a seamless experience for the customer.
• Ability to maintain grace under pressure – especially during the busy season...the ability to bring order out of creative chaos during a compressed, high-pressure period.
• You must be a resourceful and creative problem solver – constructively working with team members to find solutions.
• Tech savvy – must have a comfort level with learning recent technology and being able to communicate effectively when discussing with clients.
• Availability to travel up to 15%

Responsibilities:

• Responsible for building relationships with new clients and maintaining strong relationships with existing ones.
• Serve as a point of contact for our clients and our internal teams, making sure we fulfill all customer requests.
• Partner with internal teams to identify and discuss trends and training needs, providing support and expertise to the Service Center team.
• Drive continual improvement of the delivery of services from all teams, ensuring a cohesive, high-quality
• Manage and facilitate client calls and new client administrator training.
• Provide concise communication regarding new system functionality, industry news, open items, project initiatives, and resolution activity.
• Take a consultative approach to communication – giving the clients insight into activity in the market that may potentially impact their business – while providing solutions related to our platform.
• Research and resolve issues
• Participate in sales finalist meetings and partner with the sales team on prospect visits and scope of services presentations.
• When it comes down to it, make them love us…a lot!
• May perform other duties as assigned.