Description
The successful candidate in this position is responsible for providing relationship management and client support to Alliants partner companies 10,000 employees in size and above located within an assigned geographic territory. Key Sponsor Relationship Managers work in tandem with the National Manager of Partner Relations to design comprehensive partner relationship plans for affinity or large corporate accounts that will ultimately drive successful achievement of member expansion, balance growth, and expense management targets for all companies within the assigned portfolio. Work involves fostering trust with key decision makers and influencers at client companies, ensuring a strong level of partner engagement and satisfaction. Resources to do the job require strong knowledge of credit union products and services and intermediate technical skills in Microsoft PowerPoint, Excel, Outlook, and Word. General supervision is received from the National Manager of Sponsor Relations.
Relationship Planning and Partner Marketing: Responsible for the overall relationship growth of accounts under management and employing strategic planning skills to ensure short term and long term growth. Evaluates prospective partnerships for compatibility, marketing opportunities, and resource requirements and provides recommendations to National Managers before finalization of partnership agreement. Accompanies Partner Acquisition Team members during initial partnership planning meetings, follow-ups, and creates annual client relationship plans and sales targets. Ensures ongoing, meaningful access is provided by clients under management to promote Alliant benefits directly to prospective members. Maintains expert level proficiency in all financial seminar topics within the at work catalog. Makes recommendations to National Managers regarding the removal of inactive, disengaged partnerships. Partners with Branch Managers and associates to resource client events and drives successful achievement of regional new member, balance, and product targets. Conducts regular telephone and face to face outreach to existing portfolio of clients while using strategic planning skills to identify opportunities deepen and enhance partner relationships. Delivers participation reports to clients and ensures overall sales targets are met by negotiating high visibility and ongoing access at company. Participates in professional networking events on a regular basis and seek out leadership/volunteer opportunities within local professional organizations to build brand awareness, solidify credibility with client base, and understand changing needs of compensation & benefits professionals. Additional responsibilities include the development of new partner relationship plans with limited supervision. Responsible for management of activity and event pipeline to ensure minimum number of outbound activities is met on a monthly basis. With strategic support from the National Manager, co-leads new company launch efforts with Acquisition Team members and facilitates on-site benefit orientations, tabling events, and financial seminars. Provides regular and insightful feedback to National Manager to aid in the development of client marketing materials, promotional campaigns, and ongoing strategy calibration and enhancements.
Market Research & Trend Analysis: Conducts partner specific and industry wide research to evaluate changing trends and best practices that may aid in the development of new programs, product enhancements, and services. Monitors local and regional business environment and tracks news and developments related to accounts under management. Maintains transparency regarding overall performance of assigned accounts and provides updates to leadership team on opportunities and obstacles within the wider financial services marketplace. Facilitates mystery shopping outcalls and research to key competitors to aid in strategy calibration and client messaging.
Requirements
Communications or a related field and minimum seven to ten years of experience in business-to- business relationship management and sales; or an equivalent combination of training and experience. Employee benefit services and/or human resources sales experience preferred. Experience establishing and maintaining relationships with large corporate accounts required. Excellent communication and presentation skills required. Must be willing to travel up to 50%, some evenings and weekends required.
