• Dependent Audit Account Coordinator

    Job Locations US-UT-Salt Lake City | US-MI-Ada
    # of Openings
    Customer Success
    Regular Full-Time
  • Summary

    PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Charleston, and Grand Rapids, MI. We are looking for an experienced Account Manager to be accountable for the client account and relationship from closing of sales process through implementation and ongoing. Will maintain consistent communication, regular meetings, and solicit proactive feedback from client and coordinate efforts internally to respond to client needs and to drive increased value to client relationships. Responsible for exceeding budgeted retention rate and maximizing revenue per client.


    About the Dependent Audit Account Manager

    In this role you will establish and maintain relationship with key decision makers / contacts at Client Company. Relationships need to be established across all levels of client organization, especially with the client human resources team. You will participate in the dependent audit implementation process serving as a client resource providing best practices and helping build expectations for future relationship.


    In addition, you will:

    • Partner with Ongoing Audit Processing Teams to deliver high quality services to Client.
    • Bring subject matter experts from the organization into client relationship as needed to address specific issues / projects.
    • Establish point of escalation contact with day to day contacts at Client Company.
    • Report metrics and audit results to clients.
    • Meet at least monthly with day to day contacts to review service level agreements and proactively solicit feedback on team performance.
    • Drive continual efficiency and value to the relationship by implementing additional system functionality / processes.
    • Maintain documentation regarding client activity and responsible for updating all client audit documentation.
    • Participate with and coordinate with other departments regarding client specific issues including billing and collections.
    • Communicate, negotiate, and manage contractual changes with clients.
    • Reintroduce Account Teams as necessary.
    • Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager.
    • Other duties as deemed necessary by Management

    About You

    As a Dependent Audit Account Manager you will have two years of experience in a client service position within HR/ Benefits Service industry with strong customer service and orientation skills. 


    You will also have:

    • College degree preferred.
    • Excellent oral and written communication skills
    • Excellent organization and prioritization skills
    • Strong problem solving skills
    • Ability to be an effective team member
    • Must be able to work outside of normal work hours
    • Must have ability to travel as required (approx. 10%)
    • Familiar with Microsoft Office and Microsoft Outlook

    What We Offer

    • Great compensation package, including a full suite of benefits.
    • The chance to work for a fast-growing, established tech company, and work side-by-side with a dynamic team of talented professionals.
    • Fast-paced environment with big goals and the opportunity make a big impact.

     Top five reasons to come to PlanSource


    #5: The size is right. Join an established tech company that’s growing fast but is still small enough for you to have a big impact.


    #4: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and within the company.


    #3: The benefits industry is on fire. Ongoing regulatory changes create an urgent and pervasive need in the marketplace for technology.


    #2: PlanSource has the right product. Show off our sophisticated cloud-based technology that has a mobile-friendly UI and meets the needs of even the most complex benefit programs.


    #1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded and values its employees and their families.


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