What are the responsibilities and job description for the Manager, Client Success position at Financial Health Network?
Manager, Client Success
SCOPE OF ROLE
Come join the team on the front lines of consumer financial health. The Financial Health Network is seeking a Manager, Client Success to join our Market Development team to actively drive impact across a portfolio of financial services organizations. The Manager will join an energetic and passionate team as we equip and influence financial institutions, employers, fintechs, insurers, nonprofits, and other financial service industry players to create solutions that improve people’s financial health and close equity gaps. Reporting to the Senior Manager, Client Success, the Manager will be primarily responsible for building and maintaining relationships, monitoring and delivering against Member experience metrics, and executing Member-benefit-related projects and engagement activities.
EDUCATION
Bachelor’s degree or equivalent experience required.
LOCATION
Chicago, Washington D.C., or Fully Remote (U.S. Based)
PROPOSED SALARY RANGE
$80,000- $89,000
QUALIFICATIONS
SCOPE OF ROLE
Come join the team on the front lines of consumer financial health. The Financial Health Network is seeking a Manager, Client Success to join our Market Development team to actively drive impact across a portfolio of financial services organizations. The Manager will join an energetic and passionate team as we equip and influence financial institutions, employers, fintechs, insurers, nonprofits, and other financial service industry players to create solutions that improve people’s financial health and close equity gaps. Reporting to the Senior Manager, Client Success, the Manager will be primarily responsible for building and maintaining relationships, monitoring and delivering against Member experience metrics, and executing Member-benefit-related projects and engagement activities.
EDUCATION
Bachelor’s degree or equivalent experience required.
LOCATION
Chicago, Washington D.C., or Fully Remote (U.S. Based)
PROPOSED SALARY RANGE
$80,000- $89,000
QUALIFICATIONS
A commitment to the mission of Financial Health Network and a desire to positively impact the trajectory of a highly-impactful, national nonprofit.
5 years of experience in account management, client success, or marketing within financial services or adjacent industries.
Demonstrated commitment to embedding Diversity, Equity, and Inclusion across all internal and external stakeholder relationships.
Experience working directly with (or selling into) financial services companies, insurance carriers/brokers, or associations strongly preferred.
Highly polished presentation skills; ability to communicate with influence and motivate multiple audiences; ability to quickly synthesize data and present succinct, cogent arguments.
Strong relationship-building skills with a diversity of stakeholder types; demonstrated expertise with a client-centered approach to stakeholder engagement.
Strong collaborator and leader with excellent organization and people skills, and the ability to set priorities, problem-solve, and multi-task while paying attention to detail.
Strong project management skills, including the ability to collaborate across teams to plan and execute complex projects from start to finish.
High degree of flexibility to work in an innovative, fast-paced environment and readily embrace change.
Ability to commit to up to 10% domestic travel, with occasional evening meetings (approx. quarterly).
RESPONSIBILITIES
5 years of experience in account management, client success, or marketing within financial services or adjacent industries.
Demonstrated commitment to embedding Diversity, Equity, and Inclusion across all internal and external stakeholder relationships.
Experience working directly with (or selling into) financial services companies, insurance carriers/brokers, or associations strongly preferred.
Highly polished presentation skills; ability to communicate with influence and motivate multiple audiences; ability to quickly synthesize data and present succinct, cogent arguments.
Strong relationship-building skills with a diversity of stakeholder types; demonstrated expertise with a client-centered approach to stakeholder engagement.
Strong collaborator and leader with excellent organization and people skills, and the ability to set priorities, problem-solve, and multi-task while paying attention to detail.
Strong project management skills, including the ability to collaborate across teams to plan and execute complex projects from start to finish.
High degree of flexibility to work in an innovative, fast-paced environment and readily embrace change.
Ability to commit to up to 10% domestic travel, with occasional evening meetings (approx. quarterly).
RESPONSIBILITIES
Member Relationship Management and Business Development
Manages a portfolio of relationships to drive action on financial health.
Responsible for day-to-day aspects of relationship building with assigned Members which includes ownership of scheduling and leading Member meetings.
Surfaces and participates in the development of consulting, grant and/or sponsorship business opportunities.
Quickly builds trust and credibility with a range of senior external stakeholders within Member companies.
Anticipates Member needs and identifies opportunities; proactively solves through highly effective cross-organizational collaboration.
Creates, manages, and monitors annual engagement plans for assigned Members.
Effectively uses Salesforce and other tools to track, monitor, and report on engagement and Member relationship health.
Documents case studies and impact stories to be leveraged for further Member engagement and marketing materials.
Collaborates with the Director of Membership Operations to support annual membership renewal through timely and effective communications with assigned Members.
Project manages select Member-facing programs and initiatives.
Other client success tasks as assigned.
Strategic Account Management
Manages a portfolio of relationships to drive action on financial health.
Responsible for day-to-day aspects of relationship building with assigned Members which includes ownership of scheduling and leading Member meetings.
Surfaces and participates in the development of consulting, grant and/or sponsorship business opportunities.
Quickly builds trust and credibility with a range of senior external stakeholders within Member companies.
Anticipates Member needs and identifies opportunities; proactively solves through highly effective cross-organizational collaboration.
Creates, manages, and monitors annual engagement plans for assigned Members.
Effectively uses Salesforce and other tools to track, monitor, and report on engagement and Member relationship health.
Documents case studies and impact stories to be leveraged for further Member engagement and marketing materials.
Collaborates with the Director of Membership Operations to support annual membership renewal through timely and effective communications with assigned Members.
Project manages select Member-facing programs and initiatives.
Other client success tasks as assigned.
Strategic Account Management
Collaborates with the Leadership Team and Executive Sponsors to manage relationships with a select number of Strategic Accounts, which are typically Fortune 500 companies.
Engages directly with senior executives within these companies, serving as an articulate and enthusiastic spokesperson for FHN and its mission, and helping to drive value for the company and for FHN.
Develops and monitors progress against annual Strategic Account engagement and business development goals.
Participates in regular organization-wide Strategic Account reviews, preparing written reports on progress against annual goals and surfacing challenges and opportunities for cross-organizational collaboration.
Member Benefit Delivery
Collaborates closely with staff across FHN to design and deliver high-quality Member programs and experiences, including for example: designing and facilitating group meetings and discussions; developing Member-exclusive written content; and planning and hosting Member sessions at our EMERGE Financial Health conference.
Leads projects from strategy development through execution using project management tools and strong communication skills.
ABOUT FINANCIAL HEALTH NETWORK
Make an impact in the financial lives of millions with our growing organization. The Financial Health Network is the leading authority on financial health. We envision a future where all people, especially those who are most vulnerable, have the day-to-day financial systems they need to be resilient and thrive. We are a trusted resource for business leaders, policymakers and innovators united in a mission to improve the financial health of their customers, employees and communities. Through groundbreaking research, advisory services, and opportunities for cross-sector collaboration, we advance awareness, understanding and proven best practices in support of improved financial health for all. The Financial Health Network is a highly collaborative environment, seeking people who share our values.
Financial Health Network’s commitment to Diversity, Equity, and Inclusion is central to our talent acquisition approach and processes. Our mission to improve financial health for all, especially the most vulnerable, can only be accomplished through a diverse population of employees at all levels who are representative of the many communities we seek to impact. We strive to recruit, hire, develop, empower, and retain talented individuals at all levels across various dimensions of diversity and intersectionality including, but not limited to, race, ethnicity, sexual orientation, gender identity, gender expression, religion, age, neurodiversity, disability status, veteran status, and citizenship. We welcome and need your unique voice and look forward to having you join our team!
We will provide equal employment opportunities to all applicants without regard to an applicant’s race, color, religion, sex, sexual orientation, gender identity or expression, gender, genetic information, uniformed service, national origin, age, veteran status, disability, pregnancy, or any other status protected by federal or state law. We will provide reasonable accommodations to allow an applicant to participate in the hiring process (e.g., accommodations for a job interview) if so requested.
TO APPLY
Our mission is very important to us, and we would like to know why you would like to be a part of the Financial Health Network. Please submit a compelling cover letter and resume with your application.
Salary : $80,000 - $89,000
