Client Relationship Manager Mid - Market

Mid-Market CRM Role

The Client Relationship Manager (CRM) is an individual contributor responsible for ensuring that the delivery of our service strategy exceeds and/or meets our clients’ expectations. CRM is measured on client satisfaction, retention and plan optimization.

• Relationship Management: Meets with client key stakeholders to develop trust-based relationships within client organizations, including Senior Executives, Treasury, Human Resources, Benefits, Advisors, and TPAs. Consults with clients and brokers on investment issues including performance, diversification, style, and suitability. Attends Plan Investment and Administrative Committee meetings as appropriate. Analyzes plan data and industry trends and develops a strategic plan around plan design, product, and participant engagement solutions to meet clients’ needs.
  
  Leads Voya’s cross-functional service team to execute against the plan and report on effectiveness based on agreed-to metrics.
• Client Retention and Contract Negotiations: Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises for clients. Manages contract negotiations for existing clients. Responsible for pricing strategy, contract preparation and signing. Negotiates appropriate Service Level Agreements.
• Strategic Account Management: Through consultative engagement works with clients to understand their labor and benefits strategies. Analyzes plan data and industry trends and develops a strategic plan of plan design, product and participant engagement solutions to meet those needs. Leads Voya’s cross-functional service team to execute against the plan.
• Project Management: Works with internal teams to establish live dates and scope out the project details. Responsible for negotiating project costs to clients and managing expectations concerning implementation dates.
• Client Growth: Identifies business opportunities for both organic growth and cross-sale of other Voya products and solutions and works within the Voya organization to develop, position, close and implement these solutions. Contributes to the development of RFP responses and participates in the sales process for new Retirement business. Fully understands all details of Voya’s offering for potential clients, and presents them in a way that best positions Voya to highlight its differentiated value proposition.

• 6+ years of experience in client service relationship management for defined contribution plans
• Industry certifications and FINRA series 6 or 7 and 63 licensing will be required
• Strong understanding of retirement plans both corporate and tax exempt as well as a solid investment background

• Strong interpersonal, presentation, and negotiation skills
• Excellent verbal and written communication skills
• Bachelor’s Degree or equivalent
• Travel – 25 – 40% of time;
  Locations – Nation-wide

Position is work‑from‑home in a location that can cover the designated territory; can sit in a major metro area with preferred locations: GA, NC, SC, FL, TX, AZ, CA, CO, MN, IL, IN, IA, WI, MI.

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives.

$100,070 – $157,470 USD.

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
• Paid volunteer time – 40 hours per calendar year

• Customer Focused:
  Passionate drive to delight our customers and offer unique solutions that deliver on their…