Quality Assurance Analyst
Thinkahead Consultant Psychologist Pty Ltd
ServiceNow
Client Manager, Onboarding, Voluntary Benefits
The Standard
full-time
Posted on:
Location: Oregon • 🇺🇸 United States
Visit company websiteSalary
💰 $64,250 - $94,000 per year
Job Level
Mid-LevelSenior
Tech Stack
ServiceNow
About the role
- Develop and execute on standard and complex client project plans and provide proactive client management. Maintain reporting and records for all assigned accounts to ensure transparency and accurate recordkeeping. Coordinate and collaborate across operational teams to ensure completion of all tasks associated with management of accounts including onboarding, ongoing service, and issue resolution. Serve as the main liaison between the company and assigned clients, ensuring excellent communication and proactive relationship management. Understand client business goals and align company products/services to meet those objectives. Develop and maintain strong relationships with both external and internal partners (Clients, Brokers, Sales, Marketing, Product, and Support) to ensure seamless service delivery. Provide regular updates and reports to clients, including performance metrics, new service offerings, and any potential areas of improvement. Address client issues and concerns in a timely and effective manner, ensuring high levels of client satisfaction and retention. Collaborate with internal teams to ensure a successful onboarding experience and that client expectations are met. Prepare and present quarterly business reviews and recommendations to clients in partnership with the Account Manager. Demonstrate business acumen by staying informed of industry trends, competitor offerings, and customer feedback to inform internal teams and improve product offerings. Identify areas of opportunity, provide feedback and solutions to management, and be a champion for change. Coordinate and lead training to develop the team; assist in onboarding new hires. Serve as a resource for your peers and provide mentorship.
Requirements
- 3 – 5 years of proven experience as an Client Manager or in a similar client-facing role, preferably within a B2B environment Familiarity with CRM software (e.g., Salesforce, ServiceNow) and project management tools. Ability to analyze client data and generate insights to drive account growth. Experience in Voluntary Benefits is strongly preferred. Experience managing multiple accounts and meeting deadlines. Strong negotiation and solid presentation skills. Ability to understand and anticipate client needs and provide tailored solutions. A strategic and proactive approach to problem-solving, with strong decision-making abilities Excellent communication and interpersonal skills with the ability to build strong, lasting relationships with clients and internal teams. Detail-oriented, with excellent organizational and time management skills. Bachelor’s degree in business, Marketing, Communications, or a related field (or equivalent experience).
