Manager, Account Management & Client Solutions - BeneCard PBF

About the role

Under the direction of the Assistant Vice President, Client Success Management, the Account Manager is responsible for driving results and owning operational execution for assigned clients. This role serves as a key liaison across internal teams, ensuring client requests are managed efficiently, accurately, and on time while delivering a high‑quality client and member experience.

Responsibilities

• Own and track all client service tasks, deliverables, client presentations, and responses to ensure deadlines and service expectations are met
• Maintain organized documentation, calendars, and workflows to support collaboration across departments
• Track, run, and quality‑assure client reporting requests, ensuring accuracy and on‑time delivery
• Respond to client and member inquiries, providing timely and professional support
• Manage administrative processes, including tracking progress and following up on outstanding or required documentation
• Research, track, and conduct outreach related to miscellaneous client and member needs
• Edit, prepare, and maintain departmental documents, policies, and workflows
• Coordinate with the Finance department on client‑related items
• Review and approve invoices for all PBF clients in accordance with established processes
• Support client and internal email notifications as requested
• Create, review, and quality‑check reports and documentation for the department
• Assist with daily operational tasks, department initiatives, and cross‑functional projects
• Support special projects as assigned by Client Success Executives
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