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:- Full Health Benefits; Medical/Dental/Vision/Life Insurance + Paid Parental Leave
- Paid Time Off + Paid Holidays + Paid Volunteer Time
- Diversity Alliance Resource Groups
- Employee Stock Purchase Program
- Job Required Equipment & Services Will Be Provided