Client Manager

Reposted 12 Days Ago
Hiring Remotely in United States
Remote
Senior level
Fintech • Information Technology • Software • Consulting • Financial Services
The Role
Manage client relationships for benefits consulting: advise on benefits strategy and compliance, run onboarding and renewals, manage implementations and vendor relationships, lead open enrollment and education, and collaborate with internal teams to deliver service excellence.
Summary Generated by Built In

Who We Are:

Sequoia is the strategic partner helping investor-backed companies of all sizes achieve their business goals through smarter people spend. For 24 years, we’ve guided the most innovative employers to navigate growth and get the most out of their global people investment. With our expert advisory team and integrated platform, we help clients drive business impact through their total comp and benefits, improving executive decision making, controlling costs, protecting the business, and elevating the employee experience. Visit Sequoia.com or follow us on LinkedIn to learn more.

What You Get to Do:

The Client Manager builds trusted relationships by developing a thorough understanding of clients’ needs, consulting with clients on their short, medium and long-term goals and partnering closely with them on executing service excellence.

  • Advise on best practices for benefits consulting and administration to help our clients achieve their goals and objectives

  • Manage weekly client calls and interactive project plans

  • Facilitate and drive new client onboarding, implementations with vendors, carriers and compliance

  • Oversee the renewal and open enrollment process for clients on an annual basis; benchmarking to industry standards, partner with clients on their future strategy, drive client decisions, manage timelines, employee communications, conduct employee education meetings (webinars, in-person presentations, etc.)

  • Keep clients apprised of appropriate compliance, industry trends and events, including all state and federal regulatory issues

  • Be a proactive, empathetic partner to help resolve issues with our clients and their employees

  • Work closely with the Sequoia team on Global Benefits, 401k, Risk Management and HRIS/ Benefits administration

  • Be an integral part of shaping, growing and scaling our Small Business practice.

What You Bring:

  • 5+ years of client service experience

  • Healthcare benefits experience

  • Multi-client experience

  • Ability to build trust quickly and consistently with our clients and Sequoia team members

  • Strong project management skills with the ability to multitask

  • Ability to comfortably provide and present recommendations to executives

  • Solutions-oriented team player who is accountable for results

  • Detail and process-oriented thinker

  • Excellent communication, organization, and interpersonal skills

  • Ability to understand client needs and deliver results under tight deadlines

  • Bachelor’s degree required

Sequoia’s Culture – Our most important asset 

  • Integrity 

  • Passion for service 

  • Innovative 

  • Growth oriented 

  • Caring for others 

  • Promise-centric 

  • Focused on relationship building 

Sequoia provides equal opportunity to all applicants without regard to race, color, creed, religion, citizenship, national origin, age, sex, sexual orientation, gender identity, pregnancy, marital status, military or veteran status, disability, or any other basis prohibited by applicable law.

Compensation & Benefits
Sequoia provides competitive compensation including base salary, performance-based bonus programs, and comprehensive benefits package.

Sequoia’s Candidate Privacy Policy 

https://www.sequoia.com/legal/candidate-privacy-policy/ 

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The Company
HQ: San Mateo, CA
1,478 Employees
Year Founded: 2001

What We Do

Sequoia is the strategic partner helping investor-backed companies of all sizes achieve their business goals through smarter people spend. For over two decades, we’ve guided the most innovative employers to navigate growth and get the most out of their global people investment. With our expert advisory team and integrated platform, we help clients drive business impact through their total comp and benefits, improving executive decision making, controlling costs, protecting the business, and elevating the employee experience. Visit Sequoia.com or follow us on LinkedIn to learn more.

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