Client Partner

• Owns the client relationship and responsible to build and maintain strong, long-lasting client relationships that lead to referenceable clients
• Managing of Revenue inclusive of the following: Client renewals & retention; achieving or surpassing annual financial goals & objectives
• Risk identification and mitigation strategies such as volume decreases, service gaps, changes in client relationships and key advocates
• Escalates to key leadership partners and executes on risk mitigation strategies as agreed upon
• Drives revenue growth through existing product optimization; understands and communicates Zelis’ key differentiators, product strategy, product features and functionality and applicability to client
• Manages client financial health and ensures Zelis is getting paid on time in accordance with the contract terms
• Understands the regulatory environment and its impact on their clients
• Proactively engages strategies to achieve value from the Zelis platform
• Ensures high quality service delivery and client satisfaction; measurements will include timely escalation and resolution of issues as well as other internal measures such as: Client relationship building – maximizing breadth and depth of relationships
• Works closely with clients to intimately understand their business strategies, needs and challenges
• Create actionable plans when client is at risk and ensuring internal partners take appropriate action, including escalating to leadership as appropriate
• Serves as intake point for Client Audits & Compliance items to ensure seamless and timely responses
• Client Reporting – delivery according to agreed upon intervals with the ability to provide performance synopsis as well as business insights demonstrating the Zelis value proposition and drive engagement
• Utilize knowledge of the client/business and market dynamics to maximize performance relative to client relationship, client satisfaction, and client/company financial performance indicators
• Oversees client production issues and ensures resolved in a timely manner in accordance with contracted SLAs
• Conducts and leads all Business Review’s to optimize value within client book
• Supports Sales for cross-sell and up-sell initiatives; identify opportunities and funnel to Sales partners to incorporate into pipeline
• Supports implementation; Ensuring the timely and successful delivery of our solutions according to client needs and business objectives
• Documentation and ongoing tracking of key client account plans, contacts and attributes all in Salesforce
• Ability to present business unit product roadmap to clients
• Maintain awareness of and ensure adherence to Zelis standards regarding privacy and security

Client Manager

• Conduct personnel management activities including performance management
• Create a supportive environment for team engagement
• Implement strategy with senior management
• Collaborate to ensure customer needs are prioritized
• Evaluate current processes for issues and efficiencies
• Manage queries and concerns promptly and effectively

• Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.
• Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts
• Conduct participant education meetings and seminars, including one-on-one consultations
• Meticulously update CRM on a real time basis, and generate periodic departmental reports.
• Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines.
• Offer additional support in facilitating RFP’s from various vendors
• Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.
• Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings

Client Manager, Retirement Plans

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• Participate in the development of process and procedure improvements.
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