Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Account Manager – Professional Employer Organization image - Rise Careers
Job details

Account Manager – Professional Employer Organization

Description:
• Oversees account management for an assigned book of business for products and services in support of profitable growth and other business objectives within the Professional Employer Organization (PEO) segment.
• Support strategic business plans for accounts and customer relationships, focusing on revenue growth, member retention, and achievement of financial objectives.
• Under general supervision, manages the operations of an assigned book of business, ensuring high levels of customer satisfaction, retention, and account growth.
• In collaboration with the Account Executive and leadership, develops complex account plans and strategies to maximize customer relationships, mitigate risks, and achieve superior customer service.
• Conducts routine business reviews with clients, identifying areas for improvement, and making recommendations to optimize account outcomes.
• Collaborates with internal stakeholders, such as operations, marketing, and product teams, to align account strategies, deliver value-added solutions, and enhance customer experience.
• Designs and delivers client presentations and reports to showcase account stewardship, highlight opportunities, and drive engagement.
• Implements proactive account management and customer support, addressing client inquiries, resolving issues, and ensuring a smooth and positive client experience.
• Collaborates with cross-functional teams to ensure timely and accurate delivery of client projects, products, and services, meeting client expectations and driving customer satisfaction.
• Identifies and assesses risks within client accounts, developing mitigation strategies and action plans to proactively address challenges and ensure long-term success.

Requirements:
• 3-5 years work experience in Account Management, client facing (Employee Benefits).
• Possess excellent problem solving and decision making skills.
• Proficiency in Microsoft Office, Excel, TEAMs and PowerPoint.
• Health Insurance license (or must obtain within 90 days of hire).
• Ability to travel 10-15% nationally.
• Strong communication skills, verbal and written.
• C-Suite experience.

Benefits:
• Affordable medical plan options
• a 401(k) plan (including matching company contributions)
• an employee stock purchase plan
• No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
• Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.

Average salary estimate

$70000 / YEARLY (est.)
min
max
$60000K
$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User
Posted 5 days ago
Photo of the Rise User
Posted 13 days ago
Photo of the Rise User
Posted 7 days ago
Photo of the Rise User
Posted 14 days ago
Customer-Centric
Mission Driven
Dare to be Different
Diversity of Opinions
Friends Outside of Work
Startup Mindset
Emails over Meetings
Transparent & Candid
Growth & Learning
Medical Insurance
Learning & Development
Paid Holidays
Paid Sick Days
Photo of the Rise User
Posted 14 days ago
Photo of the Rise User
Remote Jobs Remote No location specified
Posted 14 days ago
Photo of the Rise User
Posted 8 days ago
Photo of the Rise User
Remote Jobs Remote No location specified
Posted 14 days ago
Photo of the Rise User
Posted 6 days ago
MATCH
VIEW MATCH
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
May 30, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!