Strategic Engagement Team Relationship Manager
Core
Manages corporate financial planning programs for employers, driving growth through prospecting, sales, implementation, and servicing.
Role type
Strategic Engagement Team Relationship Manager
Builds
Corporate financial planning programs for B2B clients
Domain
Financial planning / Human Resources / Corporate Benefits
Deliverable
product features
Required skills
Account management, Sales, Marketing, Project management, Client relationship management, Data analysis, Presentation design, Written content creation, CRM management
Preferred skills
PMP certification, Travel flexibility, Evening event availability
Technologies
Salesforce, Asana, Canva, Microsoft Office Suite
Responsibilities
Manage Workplace Solutions corporate financial programs; Lead and manage project initiatives from planning to completion; Collaborate on B2B and B2C growth strategies; Coordinate with cross-functional teams to execute milestones; Curate external collateral like email campaigns and presentations; Facilitate recurring internal and external meetings; Track and review program metrics to identify trends; Manage relationships with corporate HR partners; Present quarterly data and strategic solutions to evolve programs.
Seniority
Mid-Senior, hands-on IC