Job description

SUMMARY Responsible for supporting and enhancing LifeBalance client relationships. Focuses on supporting account executives by handling day-to-day tasks needed to maintain client relationships, and working on various client/member/vendor onboarding, engagement, and communications needs. ESSENTIAL DUTIES AND RESPONSIBILITIESMaintains and enhances client relationships in order to facilitate client renewal and employee engagement by handling communications with clients as needed, sharing content and promotional materials, and developing an understanding of each clients’ unique background and needsSupports Account Executive with maintenance on assigned clients and helps to enhance client relationships to facilitate client renewal and employee engagementActs as direct point of contact for assigned clients, and as a secondary/supporting contact for additional clientsGenerates utilization reports for assigned clientsManages LifeBalance database records for assigned clients, entering new client information or updating existing client information as neededWorks with the Operations Coordinator to ensure clients are invoiced correctly and provides the necessary information needed to be added to Client CentralHandles follow up for assigned clients when payment is not receivedModifies existing communications pieces to create client-specific content for clients to leverage in promoting LifeBalance. Content may include welcome emails, power point slides, program overviews, and moreAssists in vendor outreach and recruitment, establishing new savings partnerships or updating relevant discount information for existing vendor partnershipsLeverages a variety of tactics to nurture potential partnerships and establish savings, including cold calls, emails, and presentationsManages database entries for assigned LifeBalance vendors, entering new vendor information or updating vendor information in the database as necessaryAssists in quarterly vendor maintenance outreachCurates relevant local discount information to share with clients on a regular basisHandles client customer service escalation issuesLeverages creative, strategic thinking to overcome obstacles and stay organizedRefers new brands with interest in paid placement to ad sales team.Understands the LifeBalance business model and identifies areas of cross-promotion within other Alliant teamsCommunicates effectively with marketing/engagement, ad sales, member services, client services, IT, and other LifeBalance departments/team members to ensure the success of each partnership QUALIFICATIONS EDUCATION / EXPERIENCE Bachelor's Degree or equivalent combination of education and experience Two (2) or more years of experience in an account manager, assistant account manager, or similar client-support roleSKILLSProficient in Microsoft Office SuiteProficient with MailChimp, Constant Contact, or other email-marketing platform preferredProficient with Adobe Creative Suite preferredVerbal and written communication skillsProblem solving and time management skillsPlanning, organizational and prioritization skills #LI-CD1#LI-REMOTE

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Platform: dayforce
Effort: medium