Client Service Manager, Small Medium Business Market

Sequoia Benefits San Mateo , CA 94401

Posted 2 months ago

TheClient Service Manager builds trusted relationships by developing a thorough understanding of clients' needs, consulting with clients on their short, medium and long-term goals and partnering closely with them on executing service excellence.

What You Get To Do

  • Advise on best practices for benefits consulting and administration to help our clients achieve their goals and objectives

  • Manage regular client calls and interactive project plans

  • Facilitate and drive new client onboarding, implementations with vendors and carriers

  • Oversee the renewal and open enrollment process for clients on an annual basis; benchmarking to industry standards, partner with clients on their future strategy, drive client decisions, manage timelines, employee communications, conduct employee education meetings (webinars, in-person presentations, etc.)

  • Keep clients apprised of appropriate compliance, industry trends and events, including all state and federal regulatory issues

  • Be a proactive, empathetic partner to help resolve issues with our clients and their employees

  • Work closely with the Sequoia team on Global Benefits, 401k, Risk Management and HRIS/Benefits administration

  • Be an integral part of shaping, growing and scaling our SMB team


  • 2 to 4+ years of client service experience

  • Multi-client experience preferred

  • Ability to build trust quickly and consistently with our clients and Sequoia team members

  • Strong project management skills with the ability to multitask

  • Ability to comfortably provide and present recommendations to executives

  • Solutions-oriented team player who is accountable for results

  • Detail and process-oriented thinker

  • Excellent communication, organization, and interpersonal skills

  • Ability to understand client needs and deliver results under tight deadlines

  • Bachelor's degree required

Sequoia's Culture Our most important asset:

  • Integrity

  • Passion for service

  • Innovative

  • Growth oriented

  • Caring for others

  • Promise-centric

  • Focused on relationship building

Compensation & Benefits

Sequoia provides competitive compensation including base salary, performance based bonus programs, and comprehensive benefits package including 401(k) matching.

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Client Service Manager, Small Medium Business Market

Sequoia Benefits