Key Account Manager handling strategic accounts in CABA/GBA for B2B solutions at tesa. Collaborating to enhance client relationships and drive business growth.
About the role
- Senior Account Manager at Risk Strategies managing a portfolio of retirement plans with a strong focus on ERISA compliance. Collaborating with trustees and participants to ensure effective service delivery.
Responsibilities
- Manage workflows and communications for retirement plan Trustees and Participants
- Develop analysis on retirement options and performance
- Prepare client presentations and reporting
- Attend client enrollment and ongoing support meetings
- Serve as primary contact for assigned plan sponsors, advisors, and brokers for more complex or sensitive plans
- Act as liaison between plan sponsors and various internal groups
- Promote customer satisfaction through effective service delivery
- Ensure prompt and effective response to all plan sponsor inquiries
- Respond to plan sponsor's requests on a variety of issues, including plan amendments
- Assist with compliance testing
Requirements
- 5+ years of experience working with or servicing 401(k)s & Retirement plans
- 4-year Bachelor's Degree
- Strong attention to detail
Benefits
- medical
- dental
- vision
- disability
- life insurance
- retirement savings
- paid time off
- paid holidays
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Managing client accounts and sales processes for ERP software solutions. Collaborating with teams for effective sales strategy and customer satisfaction.
Lead the construction of QANTIC FINANCE's Digital Credit Brokerage unit, focusing on credit risk and governance. Develop operational models and build relationships with financial entities.
Proactive Account Manager (Hunter/Farmer) focused on new business development and strategic account growth in the Campinas region. Responsible for client retention, upsell/cross - sell initiatives, service activation oversight, and contract management.
Active hunter for new business and strategic account manager focused on client retention and growth. Ensures service activation, contract management, and strong client relationships through visits and meetings.
TikTok Content & Creator Partnerships Intern focused on building and testing TikTok content engine. Engaging with creators and leveraging AI tools for innovative content creation.
PSP Account Manager coordinating onboarding and integration of payment service providers. Manage administrative tasks, maintain relationships, and conduct market research, supporting fast - paced payment operations.
Account Coordinator managing marketing campaigns for Labatt. Collaborating with clients and vendors to exceed expectations in shopper marketing initiatives.
Major Account Manager driving growth in cybersecurity solutions for Canadian Communications Service Providers. Leading strategic initiatives and managing executive relationships within the cybersecurity landscape.
Account Manager responsible for client relationships at DigiStream Investigations in Sacramento. Presenting investigative and intelligence solutions to clients to support fraud mitigation efforts.