Zenith American Solutions

Zenith American Solutions

Client Relationship Director

Tualatin, OR · Director

Sponsorship not specifiedDetected 8 days ago
SalesforceCRMAccount ManagementLead GenerationAccountingExcelPerformance ManagementHIPAALeadershipCommunicationMentoringOrganizational SkillsMicrosoft Office

About the role

  • The Director, Client Relationship acts in a mentorship role to their BOB's assigned team.
  • "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."
  • Pursues and executes cross-sell, upsell and renewal motions across their BOB.

Responsibilities

  • Directs the execution of a defined account strategy, remaining abreast of the specific needs of each assigned client, to develop a value-based client relationship.
  • Manages all aspects of the client relationship and account management activities of the assigned client(s) to retain and strengthen client relationships.
  • Sets and manages client expectations and account-related activities such as identifying and developing additional service opportunities and coordinating the delivery of ZAS services.
  • Recommends and obtains client fee increases, and partners with ZAS Legal Department to prepare contracts and amendments.
  • Partners with the Zenith Operations organization, as well as Accounting and IT, to ensure operational effectiveness in dealing with critical client issues and in maintaining top-quality client delivery.

Requirements

  • Associate's degree in a business-related field.
  • 5+ years of experience in client management, sales, or account management.
  • Experience in a leadership role in client management.
  • Working knowledge of Customer Relationship Management software or systems such as Salesforce or Smartsheet.
  • Ability to communicate effectively with all levels of an organization.

Nice to have

  • Bachelor's of Business Administration degree
  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job.
  • Duties, responsibilities and activities may change at any time with or without notice.
  • Working Conditions/Physical Effort
  • Prolonged periods of sitting at a desk and working on a computer.
  • Regular travel throughout multiple states.
  • May be required to work remotely.
  • Must be able to lift up to 15 pounds at times.

Compensation

  • As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much

Benefits

  • Acts as liaison between the Boards of Trustees, and Professionals of the Benefit Funds with Zenith Operations Staff.
  • Engages with client fund participants as required, for example via external retirement seminars.
  • Reviews and approves contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client and fund counsel.
  • Implements client requirements, filings, fund communications, and changes in benefit programs at the direction of client and fund counsel.

Company info

  • The Client Relationship Director directly leads a defined book of business (BOB), comprising a set of named clients, in accordance with Company guidelines, client needs, and regulatory requirements.
  • Monitors government filings and current government regulations that may affect the operations of the Company or the client.
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This listing is sourced directly from Zenith American Solutions's careers page and normalized into a canonical job model.