Director, Account Services

36 minutes ago
Full-time
Executive
Project and Program Management
bswift

bswift

bswift provides innovative benefits administration solutions that simplify healthcare administration for employers, reducing costs and paperwork while enhancing the enrollment experience for millions of users.

Insurance
251-1K
Founded 1996
$51M raised

Description

  • Lead, coach, hire, and develop a team of six account managers.
  • Set team expectations, competency standards, career paths, workload allocation, and performance processes.
  • Own client relationship health, including oversight of high-visibility and revenue-generating accounts.
  • Establish standards for client communication, reporting, escalation, documentation, and account planning.
  • Support complex, high-risk, or high-visibility accounts through senior-level issue resolution and client engagement.
  • Own and improve project management standards, intake processes, workflows, resourcing, schedules, budgets, and delivery metrics.
  • Maximize use of Monday.com through consistent adoption, automation, reporting, and workflow improvements.
  • Collaborate with Creative, Operations, Consulting, Client Service, and Implementation teams to improve coordination and reduce rework.
  • Identify and implement AI and emerging tools that improve project management speed, quality, and consistency.
  • Report team performance, capacity, risks, and opportunities to the Vice President of Engagement Solutions.

Requirements

  • 10+ years of experience in project management, account management, or client services.
  • 2–3+ years of direct experience managing and developing people.
  • Demonstrated success leading complex, multi-stakeholder client projects on time and within budget.
  • Strong knowledge of client management best practices and process and workflow design.
  • Hands-on experience with Monday.com or similar workflow platforms, including boards, automations, and reporting.
  • Exceptional written and verbal communication skills with senior clients and executives.
  • Strong organization, attention to detail, problem-solving, time management, and deadline management skills.
  • Proficiency with Microsoft Outlook, Word, PowerPoint, Excel, and Teams.
  • Bachelor’s degree or equivalent practical experience.
  • Preferred: experience in employee benefits, HR communication, employee engagement, agency or consulting environments, AI-enabled workflows, vendor management, SharePoint, or benefits administration technology.

Benefits

  • Health, dental, and vision insurance.
  • Competitive compensation with performance-based incentives for most roles; listed base salary range is $XX.00–$XX.00.
  • Remote-first, office-friendly work environment.
  • Employer-sponsored retirement savings plans.
  • Professional development, training, and career growth resources.
  • Mental health, financial planning, and wellness initiatives.
  • Collaborative culture supporting creativity, inclusion, and employee wellbeing.

Interested in this position?

Apply directly on the company website

Apply Now

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