[Hiring] Client Relationship Manager @Blue Ridge Associates

Role Description

The Client Relationship Manager is responsible for fostering and maintaining strong relationships with a group of ESOP plan administration clients, ensuring their needs are met and satisfaction is achieved. This role focuses on enhancing client engagement, driving retention, and identifying opportunities for growth.

• Serving as a point of contact in conjunction with the plan consultant addressing client inquiries and concerns.
• Effectively and authentically communicating Blue Ridge’s value to clients, specifically with “at risk” clients.
• Accountable for client satisfaction through pro-active touches throughout the annual cycle including providing quarterly informational emails and making phone calls to assess client satisfaction.
• Collaborate with internal teams to ensure service delivery meets client expectations including monitoring the timeline as created in the ESOP recordkeeping system.
• Preparation and annual review of Plan health report sharing important statistics, services, and goals with clients.
• Participate in the year end planning call as necessary.
• Review client profitability and make suggestions for fee increases, service changes, or staff realignment.
• Identify opportunities for ESOP consulting and cross-selling services to cultivate new revenue streams.

Qualifications

• Bachelor’s degree in Business related field.
• ESOP experience preferred but not required.
• 3 years of experience in client relationship or account management.
• Strong communication and interpersonal skills.
• Problem-solving skills with a customer-focused approach.
• Proficient in CRM software and Microsoft Office.

Requirements

• Relationship Management
• Strategic Thinking
• Communication Skills
• Team Collaboration
• Problem Solving

Benefits

• Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
• Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
• 401(k) with company match + HSA with contribution
• Generous PTO for parental leave, vacation and holiday time
• Support for certifications, association dues, and professional growth
• Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference