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Lead strategic account management for large clients, ensuring retention, growth, and value realization. Develop service and revenue strategies, resolve escalations, onboard clients, mentor account managers, and deliver data-driven insights. Travel up to 20% for client meetings and events.

Own end-to-end planning and execution of 200+ open enrollment benefit fairs annually, plus internal events and an annual client conference. Manage logistics, vendors, staffing, budgets, on-site support, cross-functional coordination, post-event reporting, and continuous process improvement while developing creative activations and event materials.

Build end-to-end measurement for mid and lower funnel conversion; create dashboards and attribution frameworks; quantify drop-offs and root causes; analyze member services performance; generate actionable insights and documentation; automate reporting using AI tools; support operations and executive stakeholders with ad hoc and recurring analyses.

Support day-to-day accounting operations including month-end close, journal entries, reconciliations, cash application, AP/AR support, variance analysis, and maintaining audit documentation. Identify process improvements and collaborate cross-functionally to resolve accounting issues.