Key Account Manager

Delta Dental•San Francisco, CA

12h

About The Position

The Key Account Manager works consultatively and is responsible for managing accounts to achieve revenue goals. The role proactively manages renewals and upsell opportunities throughout their lifecycle, balancing customer needs with organizational goals. It combines strategic account-portfolio management with day-to-day service requirements. Building strong relationships with customers and brokers is central to driving alignment, retention, and improved outcomes for all stakeholders. Multiple positions are available across the United States.

Requirements

At least 2 years of experience in employee benefits.
Bachelor’s degree.
Advanced business math and analytical skills, including the ability to position financial outcomes that contribute to portfolio revenue goals.
Excellent consultative selling and negotiation skills, with the ability to influence decision-makers.
Strong time-management skills and experience managing overlapping projects under tight deadlines.
Ability to meet deliverables in an environment with tight deadlines and considerable pressure.
Ability to work independently and resourcefully with minimal oversight.
Excellent written and verbal communication skills, particularly in formal business presentations.
Ability to communicate effectively with all organizational levels in a collaborative environment.
Advanced problem-solving skills and ability to work cross-functionally to resolve issues and generate results.
Strong attention to detail and organizational skills.
Ability to travel up to 30%, including overnight travel; use a personal vehicle; and cover related expenses until reimbursed.
Proficiency with Microsoft Office (Word, Excel, PowerPoint, and Teams) and CRM software (Salesforce).
Valid driver’s license and successful completion of a motor vehicle record check.
Maintain automobile liability insurance with limits of $250,000/$500,000.
Obtain a state life and health producer license within 90 days of hire.

Responsibilities

Maintain and grow the revenue base through upselling, account retention, and improved financial outcomes at renewal.
Strategically and proactively manage accounts to identify appropriate solutions while balancing client and business needs.
Create renewal strategies and rate recommendations based on financial analysis, with the goal of crafting mutually beneficial solutions.
Manage the pipeline with a two-year-or-longer outlook and drive opportunities for revenue growth.
Apply analytical skills and lead deal strategy using comprehensive market knowledge in collaboration with cross-functional peers.
Create effective presentations and conduct business reviews that help existing customers understand the value of the products.
Serve as the primary point of contact and liaise with customers and internal teams to ensure an exceptional customer experience.
Coordinate account service through effective collaboration and develop high-quality partnerships with external stakeholders.
Resolve customer concerns promptly and develop creative solutions, including identifying opportunities to expand or enhance services and processes for stakeholders.
Perform other duties as assigned.