paycor
Client Executive
Corestream
Remote, USA
Full-time
Mid · 3+ years experience
Remote
Discovered 1 months ago
Microsoft OfficeSalesforce
Key Skills for This Role
Microsoft OfficeSalesforce
Full Job Posting
- Manage the day-to-day aspects of our existing client relationships including ongoing strategy conversations, adding new products to the platform, and increasing user engagement, as well as triaging issues and providing/analyzing reports for clients
- Work closely with external partners including carriers/providers, brokers, and technology partners to ensure white-glove client experience
- Manage Client and Broker escalations, leveraging Customer Care and Client Operations teams as needed to resolve all issues
- Serve as the main communication liaison between the Client and internal Corestream stakeholders Assist clients in open enrollment planning, as well as benefit fairs coordination and attendance
- Account planning is critical, including thinking strategically about each account, determining where the areas for growth are, and executing on these initiatives
- 3-5 years' experience in an account management or client sales role, managing and/or selling into a sizeable book of business
- Prior experience in a role that prioritizes sales, account growth, cross-functional team collaboration & white-glove client support
- A self-starting attitude with sales chops and the ability to identify and act on opportunities and manage them through the sales, implementation, and launch processes
- Ability to form strong relationships with clients while maintaining a positive attitude with all stakeholders (clients, vendors, peers) even in difficult situations
- Balancing attention to detail with swift execution when triaging issues
- Proficiency with multiple tools (including Salesforce, PowerBI, Excel and other Microsoft Office tools) in addition to leveraging AI to reduce administrative tasks and improve productivity output
- Willingness to travel for face-to-face client meetings and benefit fairs
- Experience with employee benefits (voluntary benefits would be a double cherry! )
- Experience at a technology company (benefits technology would also be a double cherry!)
About Corestream
Software & SaaS133 employeesFounded 2006
Corestream is a US SaaS platform helping employers administer voluntary benefits, employee perks, payroll deductions, and discounts.
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