Key Account Manager - Workplace Solutions

Envestnet is seeking a passionate and talented Key Account Manager - Workplace Solutions to join our Sales team. This is a hybrid role, with in-office work required at our Berwyn, PA office location. We will consider remote work for the right candidate.

Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.

Job Summary:

The Key Account Manager – Workplace Solutions is responsible for high-level relationship management and serves as a client liaison. Responsible for client satisfaction, maintaining client communication, and the overall management of the client relationship.

Job Responsibilities:

• Successfully build and maintain strong client relationships, responsible for client retention and satisfaction of assigned clients
  
• Proactive and reactive client management to identify and address issues prior to escalation; taking appropriate action to resolve or bring in others to help with addressing any client related concerns.
  
• Establish relationships with executives/C-suite and senior business owners.
  
• Deep understanding of client’s business model and service needs.
  
• Provide exceptional client service and relationship management skills to assigned clients and internal partners.
  
• Acting as the Liaison between client (Home office) and all departments within Envestnet this role is the key point of contact for your assigned clients on questions regarding ongoing projects, initiatives, and key follow-ups.
  
• Be the “voice of the client” for internal partners (Product, Marketing, Project Management, Service) to effectively communicate client needs and strategies and ensure client deliverables are met.
  
• Partnering with assigned clients to implement programs leveraging 'best practice' approaches.
  
• Provide consulting to your clients on an ongoing basis to ensure adoption and engagement of products, services, and solutions.
  
• Responsible for consulting and tracking your assigned client’s enhancement requests and working with SRM’s, Product, and Sales teams to prioritize enhancements for upcoming releases.
  
• Plan, prepare, and conduct client meetings, client planning sessions, client strategy sessions to share solution performance and present roadmap plans; including facilitating and leading internal calls with key client support teams to closely track and discuss day to day open items to help
• teams driving to quick resolution. Leading by example to positively influence our client support teams to cultivating a positive and productive client experience.
  
• Establish annual business review with assigned clients.
  
• Develop and maintain comprehensive client profile outlining key business contacts, decision makers, key initiatives, overview of suite of services and solutions they have today and identify other future state items they may be interested in deploying.
  
• Work with onboarding teams to ensure best practices are adopted as part of implementation.
  
• Ability to identify sales and expansion opportunities, facilitating introduction/hand off to the appropriate sales team.
  
• Provide regular updates and business reviews to Senior Management at Envestnet and collaborate with internal teams (Product, Marketing, Sales) to communicate client needs and strategies.
  
• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. 
  
• As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk.

Required Qualifications:

• 5+ years of experience in a previous relationship management role
  
• 3+ years of experience in a technology or financial services field