Direct Account Manager - 401k

Location

Charlotte, NC | United States

Job description

Customer Account Manager - 401k

About isolved

isolved is an employee experience leader, providing intuitive, people-first Human Capital Management technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit .

Why US:

• Headquarters is in Charlotte, NC
• Expanded to Colombia & Guatemala in 2023
• isolved ranked for SMB Payroll in 2023 Sapient Report
• Voted top places to work in USA 2023

Job Description

The isolved Customer Account Manager - 401k is responsible for building and maintaining relationships with isolved's diverse client base. You add value to the isolved experience by sharing relevant industry news, asking insightful questions and offering 401k and other retirement solutions that save your clients' time, money and frustration. As a trusted advisor, you actively contribute to the company's sales success in a professionally deliberate and quantifiable manner.

Basic Qualifications

• Develop a thorough understanding of isolved's 401k offerings.
• Upsell clients while maintaining the feelings of goodwill that create clients for life.
• Proactively assess, clarify and validate your clients' needs by building relationships and identifying opportunities.
• Achieve success by meeting and exceeding the monthly metrics regarding calls, demos and quota attainment.
• Perform as an advisor and consultant to our clients in regard to their 401k needs.
• Listen attentively and communicate the benefits of our 401k offerings in an engaging, easy-to-understand manner.
• Collaborate with support/operations to ensure clients have a great experience.
• Collaborate and refer to core/strategic Direct Account Manager partners appropriate leads.

Preferred Qualifications

• Typically requires a minimum of 3 - 6 years of related experience.
• High school diploma, 2+ years of B2B sales, strong work ethic.

EEO Statement

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are.

Disability Accommodation

Visit for more information regarding our incredible culture and focus on our employee experience. Visit for a comprehensive list of our employee total rewards offerings.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions outlined above.

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Job tags

Salary