Contributes to the implementation of account strategy by performing tasks including collaborating with peers across teams to support data collection and assisting with team communications with customers, consultants, brokers, and/or channel partners. Thinks creatively to resolve customer questions and concerns. Leverages working knowledge of account activities, including plan execution, systems and administration, negotiations, presentations, rate, and product/benefits when communicating with customers. Participates in communities of practice to share best practices and support the development of peers. Supports KP sales and retention goals by reviewing progress on key performance indicators (KPIs) and maintaining the customer relationship management (CRM) platform.
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Job Type
Full-time
Career Level
Mid Level
Industry
Religious, Grantmaking, Civic, Professional, and Similar Organizations
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees