Assistant Account Manager - LifeBalance

SUMMARY 

Responsible for supporting and enhancing LifeBalance client relationships. Focuses on supporting account executives by handling day-to-day tasks needed to maintain client relationships, and working on various client/member/vendor onboarding, engagement, and communications needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Maintains and enhances client relationships in order to facilitate client renewal and employee engagement by handling communications with clients as needed, sharing content and promotional materials, and developing an understanding of each clients’ unique background and needs

Supports Account Executive with maintenance on assigned clients and helps to enhance client relationships to facilitate client renewal and employee engagement

Acts as direct point of contact for assigned clients, and as a secondary/supporting contact for additional clients

Generates utilization reports for assigned clients

Manages LifeBalance database records for assigned clients, entering new client information or updating existing client information as needed

Works with the Operations Coordinator to ensure clients are invoiced correctly and provides the necessary information needed to be added to Client Central

Handles follow up for assigned clients when payment is not received

Modifies existing communications pieces to create client-specific content for clients to leverage in promoting LifeBalance. Content may include welcome emails, power point slides, program overviews, and more

Assists in vendor outreach and recruitment, establishing new savings partnerships or updating relevant discount information for existing vendor partnerships

Leverages a variety of tactics to nurture potential partnerships and establish savings, including cold calls, emails, and presentations

Manages database entries for assigned LifeBalance vendors, entering new vendor information or updating vendor information in the database as necessary

Assists in quarterly vendor maintenance outreach

Curates relevant local discount information to share with clients on a regular basis

Handles client customer service escalation issues

Leverages creative, strategic thinking to overcome obstacles and stay organized

Refers new brands with interest in paid placement to ad sales team.

Understands the LifeBalance business model and identifies areas of cross-promotion within other Alliant teams

Communicates effectively with marketing/engagement, ad sales, member services, client services, IT, and other LifeBalance departments/team members to ensure the success of each partnership

QUALIFICATIONS 
EDUCATION / EXPERIENCE 

Bachelor's Degree or equivalent combination of education and experience

Two (2) or more years of experience in an account manager, assistant account manager, or similar client-support role


SKILLS

Proficient in Microsoft Office Suite

Proficient with MailChimp, Constant Contact, or other email-marketing platform preferred

Proficient with Adobe Creative Suite preferred

Verbal and written communication skills

Problem solving and time management skills

Planning, organizational and prioritization skills

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