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Client Relationship Manager
Location
Illinois
Posted
94 days ago
Salary
$95K - $145K / year
Seniority
Senior
Job Description
Client Relationship Manager
Transition Strategies, LLC
• Serving as a point of contact in conjunction with the plan consultant addressing client inquiries and concerns • Effectively and authentically communicating Blue Ridge’s value to clients, specifically with “at risk” clients • Accountable for client satisfaction through pro-active touches throughout the annual cycle • Collaborate with internal teams to ensure service delivery meets client expectations • Preparation and annual review of Plan health report sharing important statistics, services, and goals with clients • Identify opportunities for ESOP consulting and cross-selling services to cultivate new revenue streams
Job Requirements
- Bachelor’s degree in Business related field
- ESOP experience preferred but not required
- 3 years of experience in client relationship or account management
- Strong communication and interpersonal skills
- Problem-solving skills with a customer-focused approach
- Proficient in CRM software and Microsoft Office
Benefits
- Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
- Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
- 401(k) with company match + HSA with contribution
- Generous PTO for parental leave, vacation and holiday time
- Support for certifications, association dues, and professional growth
- Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference
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