Compensation Overview

What You’ll Do:

Client Relationship Management

• Build trust and maintain strong, long-term relationships with enterprise clients, including key decision-makers.
• Act as the main point of contact for client inquiries, escalations, and issue resolution.
• Regularly engage with clients to understand their evolving needs, challenges, and objectives.
• Onboard new clients with various products onto the Level platform

Account Planning and Strategy:

• Develop comprehensive account plans outlining strategies for client retention, growth, and expansion.
• Collaborate with internal teams to align product features and service offerings with client goals and objectives.
• Identify and drive upsell and cross-sell opportunities within existing accounts to maximize revenue and profitability.

Client Advocacy and Support:

• Work cross-functionally with product, sales, and support team members to foster a strong sense of customer obsession, community and information sharing.
• Provide ongoing support and guidance to clients, offering insights and recommendations to optimize their benefits programs based on new and evolving company products
• Conduct executive business reviews with clients to review performance metrics, discuss challenges, and explore opportunities for improvement.

Market Analysis and Insights:

• Stay informed about industry trends, competitive landscape, and regulatory changes affecting the benefits industry.
• Provide clients with market insights, benchmarking data, and best practices to help them make informed decisions.
• Collaborate with internal teams to develop innovative solutions and service offerings that address evolving client needs.

Performance Tracking and Reporting:

• Monitor key performance metrics, such as client satisfaction scores, retention rates, and revenue growth.
• Prepare and deliver regular performance reports to clients, highlighting achievements and areas for improvement.
• Use data-driven insights to identify trends, patterns, and opportunities for optimization.

Who You Are:

• Bachelor’s degree in relevant field or relevant work experience
• 2-4 years in Enterprise Account Management, preferably within the benefits industry or a related field
• Track record of educating executive decision-makers, building and maintaining relationships with them.
• Working knowledge of CRM software and other relevant tools for managing client relationships and tracking relationships (e.g. Salesforce)
• Excellent communication and interpersonal skills, with the ability to build rapport and influence decision-makers both internally and externally.
• Proven ability implementing, renewing, and cross-selling clients.
• Demonstrated ability to develop and execute strategic account plans that drive revenue growth and client satisfaction.
• Analytical mindset with the ability to interpret data, identify trends, and make data-driven recommendations.
• Strong problem-solving skills and the ability to thrive in a fast-paced, dynamic environment.
• Experience working with highly sensitive confidential information.

What We Offer:

• Competitive salary and equity
  • Remote first, with an office in NYC (HQ) as an option to work from
• For those not in the NYC area, we offer up to $500 monthly for renting a co-working or office space
• 100% employer paid medical
• 100% employer paid dental through Level with a $2,500 benefit allowance
• 100% employer paid vision through Level with a $600 benefit allowance
• 401(k)
• Generous additional fringe benefits offered through Level’s platform:
  • $150 monthly through our Wellbeing lifestyle spending account
  • $500 in New Hire Office Funds available in your first 90 days to assist with getting your remote workspace set up
  • $1,000 annually through Level’s Mental Health EAP
  • $3,000 annually in Education benefits (made available upon your 1 year anniversary) that can be used to continue professional education or be applied towards student loan payments
  • $4,000 lifetime balance through our Medical Travel EAP
  • $5,000 annually through our Gender Affirmation Fund
• Flexible paid time off: take the time you need when you need it!
• 10 days of paid sick leave per year
• Company paid STD, LTD and life insurance
• Voluntary life, legal and pet insurance
• 8-16 weeks of paid parental leave
• Quarterly company sponsored events
• The chance to work at a leading innovator and trailblazer in the world of benefits and payments!

This position has a minimum base salary of $110,000 and a midpoint base salary of $120,000. The base pay may vary depending on job-related knowledge, skills, and experience. In addition to a competitive base salary this position is also eligible for quarterly bonuses and equity awards.