Future Opportunities: Retirement Client Relationship Manager
Core
Client advocate and primary point of contact for B2B/SMB plan sponsors, managing inbound inquiries, proactively retaining at-risk accounts, and resolving complex issues.
Role type
Client Relationship Manager (Customer Success)
Builds
Retention strategies and improved client satisfaction for small business retirement plans
Domain
Fintech / Retirement Services
Deliverable
client delivery
Required skills
retention management, complex issue resolution, cross-functional collaboration, data analysis, CRM proficiency, written and verbal communication
Preferred skills
retirement industry experience, fintech background, startup environment experience, 401(k) plan familiarity
Technologies
Zendesk, Gong, Salesforce
Responsibilities
Manage inbound inquiries via email and phone for B2B plan sponsors; Identify at-risk customers and develop customized save strategies; Triage, troubleshoot, and resolve customer issues; Partner with Sales, Product, Engineering, and Operations; Translate customer interactions into actionable product insights; Use AI-assisted tools to summarize case history and draft communications; Maintain accurate client interaction logs and CRM data