Sr. Account Management Associate
New
R
RulaMental healthcare, SaaS
Remote - United States. We currently hire in most U.S. states, with the exception of Hawaii.Full-TimeSenior
Salary$131K - $152K; $131K – $152K • Offers Equity • Offers Bonus • Range above includes base salary plus bonus
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Job Details
- Experience
- 3+ years
- Required Skills
- SalesforceCustomer SuccessSaaSAccount ManagementCRM
Requirements
- 3+ years of experience in customer success, account management, implementation, onboarding, client services, or another customer-facing role.
- Experience working in a B2B organization, preferably within employee benefits, healthcare, insurance, HR technology, or SaaS.
- Experience partnering with employee benefits brokers, consultants, or other channel partners.
- Experience managing a portfolio of customer relationships and serving as a trusted point of contact.
- Excellent written and verbal communication skills.
- 1+ years experience working in a high-growth startup or rapidly scaling organization (preferred).
- Experience with CRM systems (e.g., Salesforce) and managing sales pipelines/forecasting (preferred).
- Experience managing high-volume portfolios while meeting service level expectations (preferred).
- Experience identifying operational improvements and helping scale processes (preferred).
Responsibilities
- Manage the onboarding and long-term success of a portfolio of employers with fewer than 3,000 employees.
- Act as the primary point of contact for employers to ensure a seamless experience.
- Support employers in launching services, navigating the portal, and accessing promotional resources.
- Partner with Broker Partnerships, Marketing, Product, and Operations to deliver communications and support campaigns.
- Identify opportunities to increase benefit awareness and utilization among employer clients.
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