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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership in client services and account management, with a focus on coaching, performance monitoring, and maintaining client relationships. Proficient in managing workflows, ensuring service quality, and executing business development initiatives.
Highest-signal resume keywords
Client Services LeadershipAccount Management ExperienceCoaching And Staff DevelopmentSalesforce ProficiencyOrganizational And Analytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Relationship ManagementPerformance MonitoringQuality AssuranceWorkflow CoordinationBilling AccuracyData AnalysisProblem SolvingBudget ManagementRenewal ExecutionClient Reporting
Soft Skills
Strong Communication SkillsOrganizational SkillsAttention To DetailCoaching AbilityCollaboration
Tools & Technologies
SalesforceAsanaFormstackMicrosoft ExcelPowerPoint
Industry Keywords
Employee Assistance ProgramsHealthcare AdministrationBehavioral HealthBenefits AdministrationAccount Management
About the role
Key responsibilities & impact- Lead daily performance of Client Services and provide day-to-day supervision and work direction for Account Managers and coordinators
- Coordinate workload and account coverage
- Monitor the overall health of the client portfolio and escalate accounts requiring manager involvement
- Ensure consistent execution of renewals, billing, client commitments, client engagement activities, and company communications
- Maintain and manage a portfolio of assigned company accounts and ongoing client relationships and service needs
- Partner with the Business Development and Client Services Manager to support retention, service quality, staff development, and consistent follow-through
- Support priority Business Development and Client Services initiatives and duties assigned by the Business Development and Client Services Manager and EAP Director
- Conduct one-on-one check-ins, coaching, workload management, development, quality monitoring, and accountability for client commitments and documentation
- Oversee account coverage, client touchpoints, renewals, deliverables, routine audits, and first-level client escalations
- Co-lead development and execution of client resources, materials, website content, and client communications
- Complete and oversee company billing and monitor billing accuracy and follow-through
- Monitor assigned Business Development and Client Services budgets and expenses
- Promote collaboration, cross-training, continuity of service, and coordination across Account Management, Business Development, and other EAP teams
Requirements
What you’ll need- Demonstrated experience leading or coordinating client services, account management, business operations, or a related function
- Demonstrated ability to coach staff, organize work, monitor quality, address performance concerns, and maintain accountability for deadlines and commitments
- Demonstrated ability to identify client risks, service gaps, workflow barriers, or adverse trends and coordinate appropriate action
- Strong written and verbal communication skills
- Strong organizational, analytical, and problem solving skills in a fast paced environment with competing priorities
- Preferred: Bachelor’s degree in business, communications, healthcare administration, or a related field from an accredited institution
- Preferred experience in Employee Assistance Programs, healthcare, behavioral health, account management, client services, or benefits administration
- Preferred experience with Salesforce, Asana, Formstack, website coordination, client reporting, or related business systems
- Preferred experience supervising employees and supporting performance evaluations, training, and staff development
- Preferred candidates may have high attention to detail, account management experience, PowerPoint and flyer creation experience, CI portal experience, Salesforce experience, Excel experience, Profit/Loss understanding, EAP and/or mental health field experience, and brokerage and/or account management experience in Utah
Benefits
Comp & perks- Generous benefits package covering programs for physical, mental, and spiritual well-being
- Wellness programs supporting healthy, happy, secure, connected, and engaged living
- Company equipment for remote or hybrid work, subject to policy
- Remote/hybrid work expectations and support related to confidentiality, information security, work schedules, conflicts of interest, and equipment use