Strategic Account Advisor (Finance)

Strategic Account Advisor

Houston Headquarters, 3010 Briarpark Dr, Houston, Texas, United States of America • Virtual Req #83

Wednesday, November 13, 2024

Company Description

JOB DESCRIPTION : Strategic Account Advisor

CLASSIFICATION: Exempt

JOB SUMMARY

The Strategic Account Advisor serves as a trusted partner and advocate for aligned accounts by assisting clients in the optimal use of Empyrean's products and/or services with the goal of creating increased value and long-term client retention. This individual understands the strategic, technical, and business challenges of the client and analyzes competitor activities to assess any threats to long-term client retention. S/he ensures the immediate service team and broader organization understands how to provide the highest level service and greater value for the client. The Strategic Account Advisor identifies opportunities to increase the sales of products and services, supports strategic sales, and the transition to ongoing service delivery.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Primary accountability for creating and executing a client management model/account plan that is replicable across clients in order to meet annual revenue and long-term client retention goals
  • Work cross-functionally to execute on individual client strategies
  • Identify opportunities for adding greater value
• Establish a trusted advisor role with clients and develop a clear understanding of the client's short and long-term strategy through listening and targeted questioning. Understand how Empyrean is positioned relative to the client's strategy.
• Service as the lead "consultant"/solution architect on assigned clients
  • Become an expert in Empyrean's products and service offerings such that s/he can create appropriate solutions that proactively align with client strategy and expressed client needs
  • Create awareness regarding current products and available solutions as well as those on the roadmap
  • Drive customer adoption by driving initiatives designed to add business value and education on product capabilities
• Develop qualified references by establishing credibility and responsiveness with aligned clients. Ensure clients receive appropriate acknowledgement for providing references
• Coordinate with the broader Empyrean team to identify, develop, and close strategic sales opportunities
  • Identify opportunities to cross-sell new products and services
• Develop and maintain strong relationships with internal and external resources to maximize product/service penetration
• Identify, prioritize, and resolve client issues/concerns; coordinate with appropriate internal departments to provide response and/or solutions
• Coach and mentor internal team resources to ensure effective execution of client strategies, improved client management, and overall skill development
• Contribute to the development of new products, services, tools, and best practices
  • Participate on cross-functional teams to discuss aligned clients and look for trends or commonalities. Ensure best interests of both clients and Empyrean are being fairly and objectively represented
• Perform other job-related duties as assigned

REQUIRED SKILLS AND ABILITIES

• Executive presence with polished and well developed written and verbal communication skills
• Demonstrated ability to build and maintain long-term collaborative and trusting relationships internally and with clients
• Proven ability to recognize and anticipate/diagnose needs/issues, work in teams and leverage the resources of other groups to address client needs/challenges
• Ability to balance competing priorities
• Comfortable analyzing and using data to make decisions
• Ability to flourish in a fluid, evolving growth company
• Ability to use appropriate interpersonal styles and methods to influence internal and external clients
• Demonstrates concern for meeting internal and external client needs in a manner that provides satisfaction and value/results for the client
• Demonstrated ability to build and maintain long-term collaborative and trusting relationships internally and with clients

KNOWLEDGE, EXPERIENCE AND/OR EDUCATION REQUIREMENTS

• 10+ years of experience in benefits administration, consulting, or related field
• Demonstrated depth and current knowledge of the dynamics of group health and group benefits plan design, strategy, and delivery including broader market place trends, and legislation
• Possesses working knowledge of and experience with multi-service benefits and administration (defined benefit, defined contribution, HR)
• Demonstrated experience in using and demonstrating technology based solutions
• Proven experience in managing multiple clients, people, project and deliverables on time and within budget

Disclaimer: Managers have the right to assign or redesign the responsibilities of the above mentioned job description without notice and at any time

Empyrean is an Equal Opportunity Employer: including disability and veterans

Other details

• Pay Type Salary
• Employment Indicator Leveraged Leader