401(k) Client Success Manager

2 days ago

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Betterment

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Investing and saving made easy.

Investing • Online brokerage • Investment advice • Savings • Financial advice

201 - 500

💰 $100M Debt Financing on 2021-09

Description

• Delight and retain a scaled book of business for key advisor clients and plan sponsors • Serve as day-to-day contact for plan inquiries and issues ensuring timely resolution • Align with clients on their retirement and financial outcomes and assist in outlining a roadmap for success • Deliver retirement plan expertise, education, and guidance to clients and their employees • Drive participation within client’s plan focusing on educational sessions and thoughtful 401(k) plan design • Anticipate client risks and strategize ways to mitigate churn • Uncover opportunities to expand the client’s usage of Betterment’s offerings • Contribute to a cross functional workplace by collaborating with Product, Marketing, Engineering, Compliance and Sales teams • Perform regular strategy sessions with clients to stay on top of goals and objectives

Requirements

• 4+ years of experience in a Client Success or Account Management role managing a book of business of SMB or Mid-market accounts aligned to helping clients achieve 401(k) plan goals and objectives • Proven ability to retain clients through risk mitigation, goal alignment, and helping Plan Sponsors maximize their products and offerings • Proven ability to grow client relationships and maximize revenue • Effective client stakeholder management ranging from HR Operations to VP and C-Suite level • Excellent communication skills including the ability to present to broad audiences on complex topics like retirement and other financial subjects • Enthusiasm for a client driven organization and environment • Experience in retirement services and 401(k) administration is required

Benefits

• Competitive equity package • Health, dental and vision benefits • Life and AD&D insurance • Short-term and long-term disability insurance • EAP • Commuter and parking benefits FSA/HSA • 401(k) with employer match • Flexible PTO policy • Variable compensation in the form of a company incentive bonus