Client Growth Manager- Retirement

Essential Duties and Responsibilities: Build and manage a targeted growth plan for assigned PrismHR customers, prioritizing opportunities based on customer needs, employee populations, existing retirement offerings, plan participation rates, renewal timing, and revenue potential. Conduct discovery conversations to understand current retirement plan offerings, advisor and recordkeeper relationships, employee participation trends, administrative challenges, fiduciary considerations, and growth objectives. Identify and qualify opportunities across retirement plan advisory services, 401(k), 403(b), SIMPLE IRA, SEP IRA, pooled employer plans (PEPs), financial wellness programs, fiduciary support services, and other approved retirement solutions.=Participate in strategic business reviews and customer planning sessions, presenting relevant solutions, growth insights, and recommended next steps. Create clear opportunity briefs and coordinate disciplined handoffs to Retirement Sales Consultants or designated sales resources for proposal development, plan implementation, contracting, and deal execution. Build trusted relationships with PEOs, ASOs, payroll service bureaus, HROs, and other PrismHR customers through consistent outreach, education, event participation, and scheduled check-ins. Partner with Customer Success, Sales, Sales Engineering, Product, Marketing, Professional Services, Support, and leadership to advance customer opportunities and resolve blockers. Translate customer feedback and market observations into actionable recommendations for product positioning, enablement, campaigns, and service improvements. Maintain customer confidence through clear communication, accurate follow-up, and ownership of next steps throughout the growth process. Serve as a primary sales liaison for designated retirement plan advisors, recordkeepers, third-party administrators (TPAs), and retirement solution-provider partners. Lead recurring partner sales pipeline and sales-alignment meetings to review opportunities, clarify ownership, coordinate outreach, and remove barriers. Maintain complete and accurate opportunity records in Salesforce, including outreach, discovery findings, customer needs, stage, value, next steps, risks, and partner involvement. Monitor pipeline health, conversion progress, plan adoption rates, participation levels, assets under administration potential, and partner performance; identify actions needed to improve results. Prepare recurring updates for leadership summarizing pipeline, forecast, customer activity, and growth initiatives. Develop strong working knowledge of employer-sponsored retirement and financial wellness solutions, including 401(k), 403(b), SIMPLE IRA, SEP IRA, Roth contributions, employer matching strategies, and fiduciary services. Stay current on customer buying drivers, retirement plan regulations, industry trends, channel economics, competitive positioning, and developments affecting PEO and payroll customers. Educate customers on PrismHR's retirement and advisory value proposition in clear, practical language. Regular, on-site attendance is an essential job function due to the need for secure access to systems, collaboration on sensitive technical matters, participation in operational meetings, and hands-on involvement. Some domestic travel may be required to attend team onsite meetings, client visits, customer events, industry conferences, and training sessions.

Knowledge, Skills, and Abilities: Strong commercial acumen with a customer-centric growth and retention mindset. Consultative discovery expertise with the ability to identify client needs and position tailored retirement and financial wellness solutions. Demonstrated success identifying, qualifying, and advancing retirement-plan-related expansion opportunities within an existing customer base.

Required Education & Experience: Bachelor's degree or equivalent combination of experience and skills preferred. Five (5)+ years of experience in retirement services, wealth management, financial services, employee benefits, customer growth, consultative sales, account management, or a related field. Experience in Microsoft Office software (Outlook, Teams, Excel, PowerPoint) and demonstrated ability to learn other applications as needed. Working knowledge of employer-sponsored retirement plans and the roles of advisors, recordkeepers, TPAs, employers, fiduciaries, administrators, and technology providers. Experience working with PEOs, ASOs, payroll service bureaus, retirement technology providers, advisors, recordkeepers, TPAs, or HR technology strongly preferred. Salesforce experience preferred. Experience with PrismHR, retirement plan administration technology, payroll integrations, fiduciary services, or retirement advisory services preferred.