Description
Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.
The Senior Manager of Client Relationship Management at Human Interest plays a critical role in driving client success and retention while leading a team of managers of Client Relationship Managers.
Key responsibilities include:
- Leading and developing a team of managers, providing coaching, mentorship, and performance management
- Executing account management strategies and processes to drive retention and expansion
- Monitoring team performance against KPIs including retention rates, expansion revenue, and client satisfaction scores
- Serving as an escalation point for complex client issues and challenging account situations
- Collaborating with cross-functional teams including Sales, Onboarding, Product, and Operations to resolve client needs
The ideal candidate will have:
- 6+ years of experience in account management, 401(k) relationship management, customer success, or client-facing roles
- 5+ years of people management experience with a track record of developing high-performing teams
- Extreme Ownership Culture: highly accountable mindset with a proven history of taking total responsibility for client outcomes
- Customer Obsession: unwavering commitment to understanding client goals, anticipating their needs, and delivering exceptional experiences
Nice to have:
- Experience in financial services, fintech, or benefits administration
- Track record of successfully managing enterprise-level client relationships
- Experience with workforce management and capacity planning
- Knowledge of 401(k) account management methodologies and best practices
Compensation:
- Base salaries range from $125,000 to $145,000 annually
- Annual 10% discretionary variable incentive that pays out quarterly, bringing total annual On-Target Earnings (OTE) to $137,500 – $159,500
Benefits:
- A great 401(k) plan with dollar-for-dollar employer match up to 4% of compensation
- Top-of-the-line health plans, dental and vision insurance
- Competitive time off and parental leave
- Unlimited access to digital tools, financial professionals, and a knowledge center to help with equity and financial wellness
- Enhanced mental health support for employees and dependents
- Fertility healthcare and family forming benefits
- Monthly work-from-home stipend; quarterly lifestyle stipend