Future Opportunities: Retirement Client Relationship Manager

About This Role

Key ResponsibilitiesAI-extracted

• 1
  Serve as the primary point of contact for B2B plan sponsors, managing inbound inquiries via email and phone
• 2
  Proactively identify at-risk customers and develop customized save strategies to retain and strengthen accounts
• 3
  Resolve complex customer issues end-to-end, escalating technical bugs to Engineering as needed
• 4
  Collaborate cross-functionally with Sales, Product, Engineering, and Operations to troubleshoot client issues and improve internal processes
• 5
  Maintain accurate records of client interactions and CRM data to ensure consistency and support team KPIs

RequirementsAI-extracted

• 3+ years of experience in customer success, account management, relationship management, or a related client-facing role
• Demonstrated ability to manage retention conversations and develop creative solutions to keep customers
• Strong analytical mindset, with experience interpreting data and identifying trends to guide decisions and improve outcomes
• Excellent written and verbal communication skills, with the ability to convey complex information clearly and empathetically
• Experience with customer support platforms and CRMs, such as Zendesk, Gong, or Salesforce

Perks & BenefitsAI-extracted