Client Growth Manager – Partnership Relationships Insurance & Retirement - IL

Distro
Illinois
Workplace: OnsiteFull timeUSD 95,000 - 104,000 annuallyFunction: Insurance & ActuarialEducation: bachelorsSkills: ["Customer success mindset","Relationship building","Communication","Prioritization","Multitasking","Problem-solving","Accountability","Collaboration","Adaptability"]

Own and grow a portfolio of partners by setting shared goals and KPIs, leading ongoing touchpoints and quarterly/annual business reviews, and coordinating across Sales, Client Growth Managers, Client Success, Product, Marketing, Finance, and Advisory Operations. Support onboarding of new insurance/retirement and advisory partners, align commercial and operational requirements, facilitate adoption and feedback loops, and report on partner performance, risks, opportunities, and outcomes across the PrismHR ecosystem.

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FursaFursa
Distro
Distro
3 days ago

Client Growth Manager – Partnership Relationships Insurance & Retirement - IL

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Last checked: 10 hours agoStatus: Live

Job Summary

Own and grow a portfolio of partners by setting shared goals and KPIs, leading ongoing touchpoints and quarterly/annual business reviews, and coordinating across Sales, Client Growth Managers, Client Success, Product, Marketing, Finance, and Advisory Operations. Support onboarding of new insurance/retirement and advisory partners, align commercial and operational requirements, facilitate adoption and feedback loops, and report on partner performance, risks, opportunities, and outcomes across the PrismHR ecosystem.
Location: Illinois
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial

Key Responsibilities

  • •Serve as primary relationship owner for assigned partners, maintaining multi-threaded relationships across sales, operations, product, and leadership.
  • •Set and manage mutually agreed annual goals and KPIs (revenue targets, adoption metrics, service levels, operational performance).
  • •Lead regular partner touchpoints and quarterly/annual business reviews to drive performance, pipeline visibility, and strategic alignment.
  • •Coordinate onboarding of new insurance, benefits, and advisory partners, including cross-functional enablement, contract alignment, and readiness criteria.
  • •Support advisory and Broker of Record (BOR) operations by aligning partners to advisory workflows, identifying operational gaps, and ensuring timely resolution and continuous process improvement.

Pay and Benefits

Salary: USD 95,000 - 104,000 annually

Key Requirements

  • •Bachelor’s degree (additional degree(s) preferred).
  • •Strong customer success mindset with experience hitting revenue or lead goals in channel/partnership settings.
  • •Ability to build trust quickly and develop genuine multi-channel relationships (in person, phone, email, and web meetings).
  • •Exceptional written and oral communication skills to engage effectively at all levels.
  • •Strong prioritization and multitasking with the ability to complete multiple tasks with little supervision.
Experience:HR technologyManaged servicesHROInsuranceRetirementBPOPartner management
Education:Bachelor's
Skills:Customer success mindsetRelationship buildingCommunicationPrioritizationMultitaskingProblem-solvingAccountabilityCollaborationAdaptability

Company Brief

Distro
Provides a SaaS platform to simplify app distribution and release management, helping developers and teams build, share, and deploy mobile and web app builds to testers and stores.
Industry: Developer Tools
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