Customer Success Account Manager for CDP supporting B2B environmental disclosure and building customer relationships in the Supply Chain program. Engaging clients to maximize use of Portal and data products.
About the role
- Client Relationship Manager managing Tax Exempt/401k plans at Voya, maintaining client relationships and contributing to profitability with a focus on customer service.
Responsibilities
- Manages all aspects of Tax Exempt/401k sponsored plans
- Maintain and enhance relationships with existing clients
- Help to contribute to increased profitability
- Serves as primary customer contact for specific sponsored plans
- Resolves service and communication issues through direct contact with sponsors, field partners and internal functional units
- Participates in relationship management with plan sponsors, financial advisors & consultants and TPA's
- Contributes to product development and process improvement efforts
- Directly resolves complex service and communications issues with customers
- Identifies and assists field partners with plan retention opportunities
- Attend benefit fairs, Quarterly, Semi-Annual or Annual plan reviews as required
- Other duties as assigned.
Requirements
- Bachelors degree in Business Administration or equivalent
- 3+ years financial services industry experience
- Customer Services experience/skills
- Prior experience with Omni 7.4, Task Manager, Request Management and Salesforce preferred
Benefits
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
- Paid volunteer time — 40 hours per calendar year
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