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Manager of Relationship Management

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About the Role

To be accountable for overseeing all aspects of the client relationship, by serving as the primary point of contact for major clients and support all relationship managers with client needs. This position is responsible for high consultant and client satisfaction by increasing participant engagement, driving customer retention, and generating new business with client cross-selling.


- Consistently hit quarterly Big 3 goals while embodying our CARE values

- Ensure greater than 99% net revenue retention across all RM books of business

- Manage a book of business of a small number of major clients

- Oversee team stand-ups as well as RM process and procedures

- Responsible for management and utilization of ThrivePass CRM tool

- Identify new customer revenue opportunities through up-selling and cross-selling initiatives

- Develop and support client quarterly performance reviews

- Clearly articulate and communicate with internal and external stakeholders

- Responsible for the coordination across multiple ThrivePass departments to ensure a best-in-class client experience

- Partner with operations on best practices related to supporting client needs

- Ensure adherence toThrivePass Brand Promise and address any shortcomings

- Client NPS at or above 40


- Bachelor’s degree

- 3-7 years’ experience as relationship manager, or similar role

- 2-4 years’ experience in leading relationship managers with proven track record or client retention and growth

- Must have experience in pre-tax, COBRA,Ben Admin, Wellness, Tuition Reimbursement or other related benefits

- Proven ability to manage strategic benefits discussions

- Proficiency with relationship managementCRMs

- Facilitation of collaborative work groups toward process improvement and issue resolution

- Proven track record in up-sell / cross-sell success

- Ability to speak to, and work with technical processes and procedures

- Identify process efficiencies for clients and company

- Handle escalated issue from clients and coordinate resolution across departments and with leadership team

- Takes initiative to uncover/develop solutions prior to escalating issues

- Analyze consumer needs and develop innovative solution

- Identify and track progress on client goals

- Ability to multi-task

- Team player

- Empathetic to customer needs

- Meticulous attention to detail

- Positive attitude  

- Desire to excel and grow each day

Additional Information

ThrivePass offers excellent employee benefits, which include health, dental, wellness stipends, anniversary gifts, disability, health reimbursements, 401k retirement plans as well as generous Paid Time Off. ThrivePass is committed to providing an inclusive and welcoming environment for all team members. We do not and shall not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations.


Send your resumé to Amie Wolgroch, HR manager, at