At Level, we believe using your benefits should be as easy as buying a cup of coffee. We’re unlocking the full value of compensation by rebuilding benefits as a simple payments experience — fast, flexible, and transparent. Our mission is to empower people to build better financial futures, and we’re accomplishing that by transforming the status quo of benefits.

Level is a B2B2C fintech company comprised of a diverse team from industry-leading companies like Square, Apple, Google, Uber, and Airbnb. Together, we’re creating a new payments tech stack to help employers offer more accessible and personalized benefits for their teams — and this is just the beginning.

At Level, collaboration is our superpower. By leveraging each other’s strengths and curiosity, we’ve been able to build a best-in-class product, culture, and business. 

What You'll Do:

Client Relationship Management

  • Build trust and maintain strong, long-term relationships with enterprise clients, including key decision-makers.
  • Act as the main point of contact for client inquiries, escalations, and issue resolution.
  • Regularly engage with clients to understand their evolving needs, challenges, and objectives.
  • Onboard new clients with various products onto the Level platform

Account Planning and Strategy:

  • Develop comprehensive account plans outlining strategies for client retention, growth, and expansion.
  • Collaborate with internal teams to align product features and service offerings with client goals and objectives.
  • Identify and drive upsell and cross-sell opportunities within existing accounts to maximize revenue and profitability.

Client Advocacy and Support:

  • Work cross-functionally with product, sales, and support team members to foster a strong sense of customer obsession, community and information sharing.
  • Provide ongoing support and guidance to clients, offering insights and recommendations to optimize their benefits programs based on new and evolving company products
  • Conduct executive business reviews with clients to review performance metrics, discuss challenges, and explore opportunities for improvement.

Market Analysis and Insights:

  • Stay informed about industry trends, competitive landscape, and regulatory changes affecting the benefits industry.
  • Provide clients with market insights, benchmarking data, and best practices to help them make informed decisions.
  • Collaborate with internal teams to develop innovative solutions and service offerings that address evolving client needs.

Performance Tracking and Reporting:

  • Monitor key performance metrics, such as client satisfaction scores, retention rates, and revenue growth.
  • Prepare and deliver regular performance reports to clients, highlighting achievements and areas for improvement.
  • Use data-driven insights to identify trends, patterns, and opportunities for optimization.

Who You Are:

  • Bachelor’s degree in relevant field or relevant work experience
  • 2-4 years in Enterprise Account Management, preferably within the benefits industry or a related field
  • Track record of educating executive decision-makers, building and maintaining relationships with them.
  • Working knowledge of CRM software and other relevant tools for managing client relationships and tracking relationships (e.g. Salesforce)
  • Excellent communication and interpersonal skills, with the ability to build rapport and influence decision-makers both internally and externally.
  • Proven ability implementing, renewing, and cross-selling clients.
  • Demonstrated ability to develop and execute strategic account plans that drive revenue growth and client satisfaction.
  • Analytical mindset with the ability to interpret data, identify trends, and make data-driven recommendations.
  • Strong problem-solving skills and the ability to thrive in a fast-paced, dynamic environment.
  • Experience working with highly sensitive confidential information.

What We Offer:

  • Competitive salary and equity
    • Remote first, with an office in NYC (HQ) as an option to work from
  • For those not in the NYC area, we offer up to $500 monthly for renting a co-working or office space
  • 100% employer paid medical
  • 100% employer paid dental through Level with a $2,500 benefit allowance
  • 100% employer paid vision through Level with a $600 benefit allowance
  • 401(k)
  • Generous additional fringe benefits offered through Level’s platform:
    • $150 monthly through our Wellbeing lifestyle spending account
    • $500 in New Hire Office Funds available in your first 90 days to assist with getting your remote workspace set up
    • $1,000 annually through Level’s Mental Health EAP
    • $3,000 annually in Education benefits (made available upon your 1 year anniversary) that can be used to continue professional education or be applied towards student loan payments
    • $4,000 lifetime balance through our Medical Travel EAP
    • $5,000 annually through our Gender Affirmation Fund
  • Flexible paid time off: take the time you need when you need it!
  • 10 days of paid sick leave per year
  • Company paid STD, LTD and life insurance
  • Voluntary life, legal and pet insurance
  • 8-16 weeks of paid parental leave
  • Quarterly company sponsored events
  • The chance to work at a leading innovator and trailblazer in the world of benefits and payments!

This position has a minimum base salary of $110,000 and a midpoint base salary of $120,000. The base pay may vary depending on job-related knowledge, skills, and experience. In addition to a competitive base salary this position is also eligible for quarterly bonuses and equity awards.

Level is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating a welcoming and inclusive environment for all. Please apply to this role if you feel you are a good fit, regardless of your race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other perceived limiting factor. We welcome applicants from all walks of life.

E-Verify Program Participant: Level participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. based applicants and employees only). Please click below to learn more about the E-Verify program:

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