BeneMoney Client Relationship Coordinator en Sunrise Banks

POSITION SUMMARY

The Client Relationship Coordinator (CRC) is integral in supporting the Sales Account Executive (SAE) through the implementation, integration and ongoing success of the BeneMoney programs. This role will lead the implementation process, manage incoming inquiries from clients, work with the SAE on integration timelines and processes, and manage communications of current client organizations from implementation through the client lifecycle. The CRC may also work closely with internal IT and operations, and external Payroll Providers to ensure smooth onboarding to the program. This role is primarily relationship management with a technical element incorporated.

ESSENTIAL FUNCTIONS

• Support the handoff from the Sales Account Executive (SAE) of the client implementation and onboarding of the BeneMoney Program. 
• Organize and manage any necessary client collateral and reporting upon implementation to share with all necessary parties. 
• Problem-solve and answer client questions regarding onboarding and engagement. 
• Provide client feedback to Leadership to support the strategic enhancements of the BeneMoney program. 
• Point of contact for employers after onboarding regarding all program marketing, reporting, and technical aspects of the program (File review, testing of system integration with client, payroll support, etc.)  
• Provide consistent reporting for clients on their teams’ engagement with the BeneMoney program

SUPERVISORY RESPONSIBILITIES

None

COMPETENCIES

• Alignment w/Sunrise Core Values
• Adaptability
• Communication
• Compliance
• Dependability & Flexibility
• Initiative
• Integrity
• Judgement
• Organizational Skills
• Productivity
• Professionalism
• Quality Service
• Teamwork
• Technical /PC Skills
• Work Quality

EDUCATION & EXPERIENCE

• High school degree or GED Required
• 2 Year college degree in a business-related field or equivalent combination of skills and experience required.
• 2 years’ customer service, client relations, or sales experience required.
• Experience in the financial industry preferred.
• Proficient with HubSpot (or other CRM software) beneficial.
• Superior skill set in the use of the following software applications: Microsoft Excel, Word, PowerPoint, Access, and Outlook.
• Experience with payroll systems and file structures
• Experience in lending proficiencies preferred

COMPENSATION AND BENEFITS

Annual salary range DOQ/Experience: $55,331 - $79,044 - $102,757

In addition, this position is eligible to enroll in a variety of benefits including Medical, Dental and Vision insurance, Retirement (401k) savings, Life and AD&D insurance, Short and Long-term disability insurance, Paid Time Off (PTO), Volunteer Time Off, Paid Parental Leave, Pet Insurance, and more.  Details at www.sunrisebanks.com/about/careers/.