Client Relationship Manager
Transition Strategies, LLC
full-time
Posted on:
Location Type: Remote
Location: Illinois • United States
Visit company websiteExplore more
Salary
💰 $95,000 - $145,000 per year
About the role
- 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
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
ESOP experienceclient relationship managementaccount managementproblem-solving
Soft Skills
communication skillsinterpersonal skillscustomer-focused approach
Certifications
Bachelor’s degree in Business