• Account Manager

    Job Locations US-FL-Orlando | US-FL-Orlando
    # 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 Michigan.

    This position is 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.


    Responsibilities / Duties:

    • Establish and maintain relationship with all key decision makers / contacts at Client Company. Relationships need to be established across all levels of client organization, especially executive level.
    • Manage and/or participate in the account implementation process serving as technical and process best practices expert and helping build expectations for future relationship.
    • Partner with Ongoing Service 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.
    • Meet at least quarterly 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.
    • Continually seek opportunities to increase revenue by up-selling additional service offerings or converting additional employer groups.
    • Maintain documentation regarding client activity and responsible for updating all client documentation.
    • Act as project manager / coordinator for all client special projects including annual open enrollment.
    • Participate with and coordinate with other departments regarding client specific issues including billing and collections.
    • Solicit sales leads from client.
    • Communicate, negotiate, and manage contractual changes with clients.
    • Reintroduce Account Teams as necessary.
    • Develop metrics to report to clients.
    • 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

    • College degree required
    • Five years of experience in a high visibility client management position within HR/ Benefits Service industry
    • Excellent oral and written communication skills
    • Excellent organization and prioritization skills       
    • Strong customer service and orientation 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.


    <p style="margin: 0px;">&nbsp;</p><p style="margin: 0px;">It's not you, it's us. Sorry! Our "Share" function is not working properly at this moment. Please refresh the page and/or try again later. Do NOT try shaking your phone or computer. Trust us.&nbsp;</p>
    Share on your newsfeed

    Need help finding the right job?

    We can recommend jobs specifically for you! Click here to get started.