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Leads enterprise client listening and voice-of-the-client programs, including survey strategy, survey operations, feedback analysis, dashboards, closed-loop service recovery, and executive reporting. Partners with leaders to translate insights into retention plans, service improvements, training, and growth opportunities. Integrates feedback data with Salesforce and revenue operations processes, manages research partners, develops client experience playbooks, and monitors measures such as satisfaction, NPS, retention, response rates, and action-plan completion.

Manage employee benefits client relationships, retention, renewals, implementations, marketing strategies, carrier negotiations, and regulatory compliance. Advise clients on legislation, market trends, plan funding, and tailored industry solutions. Coordinate internal service teams, RFPs, finalist presentations, and client deliverables while identifying additional services and ensuring timely, accurate work.

Supports financial valuation work by preparing information documents and client presentations, analyzing data with department templates, tracking market and competitor trends, maintaining project files, communicating with clients, and performing administrative tasks using Microsoft Office and internal software.

Analyze, clean, transform, and integrate data from multiple sources; identify trends, anomalies, KPIs, and business insights; and create scalable Tableau dashboards, reports, and visualizations. Develop Tableau Prep workflows, support data governance, optimize data retrieval with engineering and IT teams, and communicate actionable recommendations to technical and executive stakeholders. The role also uses statistical analysis, ServiceNow operational analytics, and business intelligence tools.

Own financial analysis, reporting, budgeting/forecasting, and modeling for Accounting and Tax. Provide actionable insights, drive process improvements, support M&A and systems projects, produce monthly management narratives, and partner with leadership on decision-making and financial strategy.

Provide financial analysis, reporting, budgeting/forecasting, and decision-support for Accounting and Tax. Build and maintain models for capital and strategic decisions, identify process improvements, produce management narratives and presentations, support systems implementations and M&A analysis, and partner with cross-functional teams and senior finance leadership.

Manage assigned employee benefits client accounts, serving as the primary contact for day-to-day service delivery. Resolve customer issues, coordinate internal teams, support implementations, renewals, open enrollment, employee communications, and client meetings. Maintain client and vendor relationships, discuss legislation and market trends, enter data into applicable systems, follow internal controls, and identify opportunities for additional coverage. The role requires insurance-industry customer service experience, relevant licensing, strong communication skills, and travel based on business needs.

Manage day-to-day services for assigned client accounts, providing UKG product support, troubleshooting, system navigation assistance, and timely issue resolution. Maintain client satisfaction, coordinate meetings, collaborate on escalations, identify system improvements, conduct system audits, and preserve data integrity and compliance. The role requires HR systems knowledge, communication skills, and payroll or HCM experience.

Develops B2B outbound prospecting skills by researching prospects, conducting high-volume calls and emails, qualifying interest, overcoming objections, scheduling meetings with sales consultants, and maintaining accurate CRM records. The role includes structured training, ongoing coaching, service-line education, and progression toward a sales producer position, including obtaining required licensing.

Conduct high-volume B2B outbound prospecting through calls, email, and social selling to qualify prospects and schedule meetings with sales consultants. Research potential customers, overcome objections, document activities in CRM systems, maintain follow-ups, meet conversion targets, and develop skills through structured training toward a future sales producer role.