Strategic Account Manager (Hybrid)

Progressive Leasing

• $90K — $110K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business or related field or equivalent experience
  • 5+ years of account management experience
  • Experience managing employee benefit offerings and programs
  • Strong financial acumen and analytical skills
  • Proficient in Microsoft Office (Pivot tables, PowerPoint)
  • Familiarity with CRM tools (Salesforce)
  • Proven track record of achieving annual goals
  • Excellent written and oral communication skills
  • Strong time management and organizational skills
  • Ability to build relationships internally and externally
  • Willingness to work in-office 3 days a week and travel 35% of the time

Responsibilities

  • Meet target revenue and revenue per eligible rates for assigned accounts
  • Build strong relationships with clients and brokers at the executive level
  • Educate broker and client partners on training programs
  • Expand and cultivate accounts through frequent visits and communication
  • Develop marketing opportunities to maximize program effectiveness
  • Ensure adherence to account contract terms and address account needs
  • Provide insights to cross-functional teams to enhance collaboration
  • Identify industry trends to uncover new business opportunities
  • Proactively report potential risks associated with clients and brokers
  • Partner with brokers to execute upsell opportunities
  • Optimize client and broker experiences across various departments
  • Serve as account owner and decision maker on escalated issues
  • Develop strategic recommendations for improving client and broker relationships
  • Document processes and oversee training for internal staff

Benefits

  • Full health benefits including medical, dental, vision, and life insurance
  • Paid parental leave
  • Company matched 401k
  • Paid time off, holidays, and volunteer time
  • Diversity Alliance Resource Groups
  • Employee stock purchase program
  • Tuition reimbursement
  • Charitable gift matching
  • Job-required equipment and services provided
Full Job Description
We are hiring a Strategic Account Manager that will serve as the trusted advisor and primary liaison to clients and brokers with the objectives of initiating and cultivating successful partnerships between Purchasing Power and key client accounts and brokers. The SAE will be responsible for the overall management of internal activities of a growing book of accounts within designated broker and client territories. This role will be accountable for the growth and increased profitability of existing business, assisting the acquisition of new business, and the strategic direction of assigned accounts and broker partnerships.

This is a hybrid role that requires in-office presence in Atlanta, Georgia.

YOU ARE: A seasoned account management professional with a strong grasp of employee benefit programs and the financial acumen to drive revenue growth. You are a trusted advisor who builds credibility at the executive level, proactively identifies risks and opportunities, and communicates with confidence. You thrive in a goal-driven environment and are comfortable owning relationships, making decisions, and partnering across teams to deliver meaningful outcomes.

YOUR DAY-TO-DAY:
  • Meet target revenue and revenue per eligible rates for each assigned account
  • Represent Purchasing Power at the executive level of our clients and brokers to build strong relationships and educate each audience (broker, client, and consumer) on our value proposition
  • Proactively offer guidance to help educate our broker and client partners on needed training programs
  • Expand and cultivate each account and assigned broker region through frequent visits, ongoing communication, and accurate reporting
  • Develop marketing opportunities for promotion to maximize program effectiveness for each account, utilizing broker portals and other communication tools available
  • Ensure that account contract terms are adhered to and that all account needs are addressed
  • Provide insight and information to cross-functional internal departments to become a valuable resource and partner
  • Understand account industry trends as well as voluntary benefit trends to identify new business opportunities with client and broker partners
  • Proactively identify and report potential risks associated with each client and broker
  • Effectively identify and partner with brokers to execute upsell opportunities
  • Optimize client and broker experience across sales, client services, marketing, and customer experience
  • Serve as account owner and decision maker on relationship-affecting issues and escalations
  • Develop strategic recommendations for continual improvement and expansion of client and broker relationships
  • Document new processes, policies, and procedures relating to the client and oversee training on these for applicable internal staff

YOU'LL BRING:
  • Bachelor's degree in Business or related field or equivalent relevant experience
  • 5+ years of account management experience
  • Experience managing employee benefit offerings and programs
  • Financial acumen, analytical skills, and operations skills
  • Experience using Microsoft Office products (Pivot tables, PowerPoint, etc.)
  • Experience using CRM tools (Salesforce)
  • Proven annual goal attainment
  • Superior written and oral communication skills and excellent presentation skills
  • Strong time management and organizational skills; ability to maintain a high quality of work in a deadline-driven environment
  • Ability to build relationships and network both internally and externally
  • Ability to work in-office 3 days a week
  • Ability to travel 35% of the time as needed for client stewardships, benefit fairs, client/broker meetings, and events
  • AI-enabled tools are already part of how work gets done across our organization, and their use will continue to expand over time. We value people who are curious, adaptable, and open to learning as roles and workflows evolve

WE OFFER:
  • Competitive Compensation
  • Full Health Benefits; Medical/Dental/Vision/Life Insurance + Paid Parental Leave
  • Company Matched 401k
  • Paid Time Off + Paid Holidays + Paid Volunteer Time
  • Diversity Alliance Resource Groups
  • Employee Stock Purchase Program
  • Tuition Reimbursement
  • Charitable Gift Matching
  • Job Required Equipment & Services Will Be Provided

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