Strategic Account Relationship Manager

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Responsible for relationship management of key accounts, including regular reporting to clients on key RCH service success metrics.

• Ensures products and services consistently meet client needs and expectations.
• Responsible for handling elevated issues for all key relationships.
• Provide technical and subject matter expertise prior to contract execution for prospective clients.
• Provide input to the Chief Revenue Officer regarding potential new services & pricing.

• Responsible for ensuring PSN Auto Portability service agreements, amendments, cancellations are properly logged in the contract vault.

• Conduct strategic client outreach to evaluate the status of the relationship and discuss any new opportunities.
• Attend client meetings and assist with prospecting meetings as needed.
• Effectively work with peers, team members, and other departments.
• Exercise independent judgment in planning, organizing, and completing assigned tasks.
• Perform other duties and participate in special projects as assigned.

The ideal candidate will have:

• 4 years’ experience in the retirement services industry in a client-facing position
• BS/BA in Business or related field
• Proficiency in Microsoft Office software and SalesForce
• Ability to build and maintain relationships based on honesty, integrity and meeting deadlines
• Creativity and motivation to meet and exceed established company and client goals.

Top benefits or perks:

As a team member at Retirement Clearinghouse, you will enjoy:

• A culture that fosters a positive work life balance
• Hybrid work opportunities.
• Competitive salary with Bonus potential.
• 23 days of Paid Time Off per year, 5 sick days per year, 3 Floating Holidays per year (actual time off is prorated the first year and is based upon date of hire)
• 8 Paid holidays
• Medical, dental, vision, short-term disability, long-term disability, life insurance benefits on day 1 of employment
• 401k eligibility and 100% vesting with employer matching on day 1 of employment.
• Professional Growth and Career Advancement Opportunities

Location:

Retirement Clearinghouse is in the Ayrsley area located in Charlotte, NC, the second largest banking center in the United States.

Retirement Clearinghouse is an EEO employer and participates in the E-Verify program. Pre-employment background checks will be performed upon offer of employment.