526 Customer Account Manager - 401k Jobs in Charlotte, NC
iSolved is Hiring a Customer Account Manager - 401k Near Charlotte, NC
- Headquarters is in Charlotte, NC
- Recently expanded to nearshore
- isolved ranked for SMB Payroll in 2023 Sapient Report
- Voted top places to work in USA 2023
The isolved Customer Account Manager - 401k is responsible for building and maintaining relationships with isolved's diverse client base. You add value to the isolved experience by sharing relevant industry news, asking insightful questions and offering 401k and other retirement solutions that save your clients' time, money and frustration. As a trusted advisor, you actively contribute to the company's sales success in a professionally deliberate and quantifiable manner.
Core Job Duties
- Develop a thorough understanding of isolved's 401k offerings.
- Upsell clients while maintaining the feelings of goodwill that create clients for life.
- Proactively assess, clarify and validate your clients' needs by building relationships and identifying opportunities.
- Achieve success by meeting and exceeding the monthly metrics regarding calls, demos and quota attainment.
- Perform as an advisor and consultant to our clients in regard to their 401k needs.
- Listen attentively and communicate the benefits of our 401k offerings in an engaging, easy-to-understand manner.
- Collaborate with support/operations to ensure clients have a great experience.
- Collaborate and refer to core/strategic Direct Account Manager partners appropriate leads.
- Typically requires a minimum of 3 - 6 years of related experience.
- High school diploma, 2 years of B2B sales, strong work ethic.
isolved is an employee experience leader, providing intuitive, people-first Human Capital Management technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit .
EEO Statement
isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are.
Disability Accommodation
Visit for more information regarding our incredible culture and focus on our employee experience. Visit for a comprehensive list of our employee total rewards offerings.
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 for this job. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions outlined above.
Job Summary
Full Time
$104k-142k (estimate)
06/27/2024
07/14/2024
isolvedhcm.com
CHARLOTTE, NC
1,000 - 3,000
1986
Private
WILLIAM SCOTT
<$5M
IT Outsourcing & Consulting
Related Companies
About iSolved
iSolved develops a workforce management platform that provides HR, payroll, time management and benefits enrollment solutions for businesses.
The following is the career advancement route for Customer Account Manager - 401k positions, which can be used as a reference in future career path planning. As a Customer Account Manager - 401k, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Account Manager - 401k. You can explore the career advancement for a Customer Account Manager - 401k below and select your interested title to get hiring information.
If you are interested in becoming a Customer Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Account Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Customer Account Manager job description and responsibilities
A good Account Manager must be customer focused to build trust with customers.
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Manage the collections process while acting as a customer counselor by discussing benefits of timely lease agreement renewal payments.
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Providing technical support to customers before and after-sales.
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Stimulated customer retention through engagement of new group administration and establishing accuracy and completeness.
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The Customer Account Manager will lead the upsell and renewal strategy within a defined territory.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Customer Account Manager jobs
Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail.
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Schedules customer meetings and travels to customer locations as required.
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Think about the skills needed to handle an angry customer.
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Establish a dynamic team, and restructure as appropriate.
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Upsells should align with customer goals.
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Step 3: View the best colleges and universities for Customer Account Manager.
