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

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·     Consistently hit quarterly Big3 goals while embodying our CARE values

·     Ensure greater than 99% net revenue retention

·     Manage a book of business

·     Identify new customer revenue opportunities through upselling and cross-selling initiatives  

·     Develop and lead client quarterly performance reviews

·     Clearly articulate and communicate with internal and external stakeholders

·     Responsible for the coordination of timely and effective answers, problem resolution and/or pro-active follow-up

·     Client NPS at or above 40

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·     Bachelor’s degree

·     3-5 years’ experience as relationship manager, or similar role

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

·     Proven ability to manage strategic benefits discussions

·     Proficiency with relationship management CRMs

·     Facilitation of collaborative workgroups toward process improvement and issue resolution

·     Upsell / Cross sell ability

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

·     Identify process efficiencies for clients and company

·     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

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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.  

In accordance with the Colorado Equal Pay for Equal Work Act, the approximate compensation range for this role is $70,000 to $80,000.

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