The Client Relationship Manager (CRM) is directly responsible for helping bswift meet and exceed client expectations by supporting consumers on our best-in-class HR software and services. The Client Relationship Manager (CRM) will manage the strategic relationships for direct, large-market clients. 

Fundamental Components:

• Consistently reflect our core values of higher standards, greater accountability, and more fun to bswift associates, clients, and partners
  
• Develop and maintain strong relationships at a strategic and operational level with assigned large market clients
  
• Leading a team of account managers and analysts to coordinate with other bswift resources (product management, development, call center) to meet client deliverables; including, but not limited to:
  
• Creating Benefits Class Matrix, Requirements, Rates, Permissions, Field Options, Site Text and Implementation Questions Log with client (including client sign-off)
• Configuring system as needed for annual benefit program changes/acquisitions
• Executing on non-automated service delivery processes to satisfy scope requirements
• Researching and resolving client inquiries regarding system and process issues
• Training clients on new and existing system features and services (prepare and conduct technical/product presentations and demos as required)
• Testing new and existing system functionality to ensure accuracy of client system configuration
• Proactively consult clients on best practices and necessary system and process changes to achieve client goals throughout the year and during annual open enrollment
• Conduct quarterly stewardship meetings with clients and lead other regularly scheduled meetings as necessary
• Research and recommend system enhancement based upon client needs (assist in the development of enhancement specifications with bswift Product Managers and Developers)
• Consult clients on additional bswift products and services to provide additional value to client relationship
• Create and coordinate requirements for gathering and processing one time projects as needed (Vendor or Internal)
• Advocate client needs throughout all phases of product life cycle (plan, design, integrate, install, manage)
• Assist in sales and marketing activities as needed 
• Coordinate and secure renewal of client agreements 
• Act as a coach and mentor for others 
• Responsible for special projects as assigned

NIGHT AND WEEKEND WORK MAY BE NECESSARY

BACKGROUND/EXPERIENCE desired:

• Must have current or previous experience with benefits/open enrollment process
  
• Ability to make timely decisions in an ambiguous, fast-paced atmosphere
  
• Good written/verbal communication skills/ability to communicate with both technical/non-technical personnel; ability to listen, clarify and respond well to questions
  
• Strong analytical skill-set/ability to effectively use data for strategy
  

EDUCATION
The highest level of education desired for candidates in this position is a Bachelor's degree or equivalent experience.

FUNCTIONAL EXPERIENCES
Functional_Experience/Functional_Focus/7-10 Years