ThrivePass · 6 hours ago
Relationship Manager
United States
Full-time
Remote
Mid Level
$70K/yr - $85K/yr
3+ years expThrivePass is on a mission to help employees and businesses thrive by providing personalized benefits technology and meaningful experiences. The Relationship Manager is responsible for delivering exceptional client experiences, ensuring long-term retention, and driving product adoption while coordinating all aspects of client relationships.
FitnessHealth CareWellness
Responsibilities
Deliver an exceptional client experience and ensure long‑term client retention
Serve as the primary point of contact and coordinate all aspects of the client relationship
Drive product adoption and ensure program understanding
Orchestrate cross‑functional service delivery to ensure clients receive consistent value, timely solutions, and guidance aligned with their business goals
Maintain visibility into client needs, track activity, anticipate challenges, and ensure structured execution of all client lifecycle events
Bring fresh ideas to the table
Collaborate with cross-functional teams
Consistently complete individual goals and contribute to team objectives
Demonstrate CARE values in all internal and external interactions
Achieve > 99% net revenue retention by focusing on retaining client relationships and increasing engagement
Identify, cultivate, and maintain strong advocate clients for reference activities
Provide strategic guidance to clients by aligning program design with organizational goals and industry best practices
Proactively manage and organize an assigned book of business
Facilitate client meetings by preparing agendas, guiding discussions, capturing decisions and information, and ensuring timely follow‑up on action items
Track and maintain detailed client information within the CRM
Identify and report client and broker trends and impactful client events
Partner with Product and Leadership to bring forward client insights
Communicate proactively with clients regarding expectations and updates
Coordinate, organize, and ensure timely execution of key client lifecycle events
Forecast retention risk and implement action plans to protect revenue and client relationships
Lead the Brand Promise remediation process
Lead the orchestration of cross-functional teams for service delivery
Partner closely with internal service teams and leadership to resolve issues
Drive timely escalation where needed
Facilitate collaborative workgroups focused on continuous improvement
Identify process efficiencies for clients and for ThrivePass
Ensure the client can navigate ThrivePass services effectively and confidently
Qualification
Required
Bachelor's degree or equivalent experience
3-5 years' experience as relationship manager, or similar role
Must have experience in Pre-tax, COBRA, Benefit Administration or other related benefits
Proven ability to drive successful operational outcomes and cross-functional coordination
Proficiency with relationship management CRMs
Facilitation of collaborative workgroups toward process improvement and issue resolution
Ability to recognize and speak to product opportunities and revenue generating programming optimizations
Ability to speak to, and work with technical processes and procedures
Identify process efficiencies for clients and company
Takes initiative to uncover/develop solutions prior to escalating issues
Analyze consumer needs and develop innovative solution
Identify and track progress on client goals
Consistently demonstrates behaviors expected through our care values
Benefits
Opportunities to grow, learn, and level up your skills.
Competitive benefits package because we believe in walking the talk when it comes to employee well-being.
Company
ThrivePass
ThrivePass is a wellness savings account that specialises in Corporate Wellness Program Management.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$6.65M2021-05-03Series Unknown· $2.5M
2019-03-08Seed· $3M
2018-03-21Series Unknown· $1.07M
Leadership Team
Ryan Tacke
Chief Executive Officer
Andreas Deptolla
President and Board Member
Recent News
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