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Client Relationship Leader (Retirement & Benefits)
Client Relationship Leader (Retirement & Benefits)LifeWorks • Milwaukee, WI, US
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Client Relationship Leader (Retirement & Benefits)

Client Relationship Leader (Retirement & Benefits)

LifeWorks • Milwaukee, WI, US
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TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider – encompassing physical, mental and financial health – TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.

What you'll do :

  • Building and nurturing strong client relationships to develop a holistic and deep understanding of our clients' immediate needs, strategic imperatives, current programs, operating environment, challenges / opportunities, and operational maturity
  • Leading the post-sales orchestration of all companywide resources to deliver on contractual obligations
  • Lead execution of Service Agreement
  • Partner with Retirement and Benefits Operations leadership in the management of scope, ensuring TELUS Health teams meet and exceed service level
  • Sponsor and monitor project management activity, ensuring client and TELUS Health teams share a consistent view of the status of any project and / or the results being delivered
  • Driving initiatives to deliver ROI and ensure profitability
  • Ensuring reference ready relationship health status (e.g., Net Promoter Score)
  • Carrying a quota for growth opportunities with assigned clients
  • Upsell new products and services
  • Cross sell new products
  • Identifying risks and driving mitigation plans
  • Drive client retention strategy, considering TELUS Health's and client's perspectives
  • Drive contract renewal strategy, proactively managing contract renewal process
  • Perform oversight on the services delivered, addressing issues as they arise
  • Based on a deep understanding of industry trends, providing insights and the best methodologies for design, implementation, adoption, and migration of emerging solutions in the industry
  • Coordinating alignment with internal stakeholders around Customer Success strategy and objectives
  • Driving accountability for successful adoption and value realization for the products and services our customers have purchased and identifying new opportunities to expand relationships
  • As a leader in the organization, championing various organizational initiatives as assigned and modeling TELUS Health's core values
  • Participating in other critical projects as required

What you bring :

  • Bachelor's Degree or higher in relevant business or relevant operational experience
  • 7-10 years of strategic client management experience
  • 5-7+ years of progressive experience in multiple facets (e.g., operations, implementation, client management) of a benefits program delivery (Defined Benefits and H&W administration experience preferred)
  • Proven ability to exercise sound judgment and strong problem-solving skills
  • Proven analytical, research and problem-solving skills
  • Demonstrated flexibility and ability to adapt to multiple responsibilities encompassing multiple areas within the organization
  • Proven leadership and project management skills
  • Knowledge of regulatory requirements and standards as they apply to Benefits, Pension and Retirement Plans
  • Familiarity with contract management and negotiations an asset
  • Availability to travel within the US
  • Leading individual business development activities throughout the sales cycle with prospective and existing clients and strategic partners across the globe
  • Winning new business by participating in RFPs, extending existing account relationships into new geographies, and through direct sales approaches
  • Developing strong relationships with key contacts within prospect organizations and leading brokers / benefits consultants
  • Building and nurturing relationships with new and existing clients, working closely with key individuals at multiple levels and functional areas, including the C-suite.
  • Presenting at client events, finalist presentations and major industry conferences,
  • Continuously refining the business development strategy for territory in line with the broader business development strategy
  • Participating in regular Quarterly Business Reviews with your clients to validate strategy
  • A bit about us

    We're a people-focused, customer-first, purpose-driven team who works together every day to innovate and do good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world.

    TELUS Health is an Equal Opportunity Employer that aims to foster an inclusive culture that embraces diversity. It is our policy to hire without regard to race, color, creed, religion, national origin, citizenship status, sex, marital status, age, disability, sexual orientation or veteran status.We offer accommodation for applicants with disabilities, as required, during the recruitment process.

    By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies' Talent Acquisition team(s) and / or any leader(s) who will be part of the selection process.

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    Client Relationship Leader • Milwaukee, WI, US

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