Relationship Manager
Location: Remote
Who We Are
At ThrivePass, we’re on a mission to help employees and businesses Thrive—because benefits should be more than just checkboxes. Through personalized benefits technology, data-driven insights, and meaningful experiences, we empower companies to support their teams in ways that truly matter.We don’t just talk about culture—we build it. Everything we do is rooted in our CARE values:
Courageous – We embrace new challenges and fresh ideas.
Authentic – We show up as our true selves and value transparency.
Resourceful – We find creative solutions and make things happen.
Excellent – We hold ourselves accountable and take pride in our work.
At ThrivePass, performance isn’t just about hitting goals—it’s about how you show up. We invest in our employees’ growth and encourage bold thinking, collaboration, and continuous learning. Join us in shaping the future of employee benefits!
What You’ll Do
The Relationship Manager is responsible for delivering an exceptional client experience and ensuring long‑term client retention. Serving as the primary point of contact, the Relationship Manager coordinates, organizes, and oversees all aspects of the client relationship.
This role drives product adoption, ensures program understanding, and orchestrates cross‑functional service delivery to ensure clients receive consistent value, timely solutions, and guidance aligned with their business goals. The Relationship Manager is accountable for maintaining visibility into client needs, tracking activity, anticipating challenges, and ensuring structured execution of all client lifecycle events.
You will:
Bring fresh ideas to the table—we’re all about innovation and continuous improvement.
Collaborate with cross-functional teams (we love a good brainstorm).
Consistently completes individual goals and contributes to team objectives
Demonstrates our CARE values in all internal and external interactions
Achieves > 99% net revenue retention by focusing on retaining the client relationships that are in force and increasing engagement through product adoption and revenue generating program enhancements
Identifies, cultivates, and maintains strong advocate clients who are willing to participate in reference activities such as case studies, testimonials, reference calls and peer connections
Provides strategic guidance to clients by aligning program design with organizational goals and industry best practices
Proactively manages and organizes an assigned book of business, ensuring visibility into all client interactions and activities
Facilitate client meetings by preparing agendas, guiding discussions, capturing decisions and information, and ensuring timely follow‑up on action items to drive accountability and project advancement
Tracks and maintains detailed client information—objectives, stakeholders, decision makers, engagement history, and opportunities—within the CRM
Identifies and reports client and broker trends, as well as impactful client events (e.g., program changes, workforce shifts)
Partners with Product and Leadership to bring forward client insights that shape roadmap prioritization
Communicates proactively, ensuring clients have clear expectations, timely updates, and visibility into all open action items
Coordinates, organizes, and ensures timely execution of key client lifecycle events, including Annual Enrollment, contract renewals with administrative fee negotiations, implementation transitions, and scheduled reviews
Forecasts retention risk, proactively implementing action plans to protect revenue and client relationships
Lead the Brand Promise remediation process by coordinating client submissions, engaging executive leadership, developing structured action plans to address identified service deficiencies, and facilitating recurring client touchpoints to ensure alignment, accountability, and full resolution of all issues
Leads the orchestration of cross-functional teams to ensure high-quality, consistent service delivery
Partners closely with internal service teams and leadership to resolve issues, deliver information, and keep stakeholders aligned
Drives timely escalation where needed—supported by well-documented context and recommendations
Facilitates collaborative workgroups focused on continuous improvement and efficient issue resolution
Identifies process efficiencies for clients and for ThrivePass; presents opportunities for product enhancements and revenue‑generating improvements
Ensures the client is able to navigate ThrivePass services effectively and confidently
What You Bring
We’re looking for someone who’s not just checking boxes but truly excited to make an impact. Here’s what helps you shine in this role:
A drive to innovate in employee benefits and make complex processes feel effortless.
A team-first attitude—we thrive when we collaborate.
Accountability – you set clear expectations and you follow through
Must Haves
Bachelor’s degree or equivalent experience
3-5 years’ experience as relationship manager, or similar role
Must have experience in Pre-tax, COBRA, Benefit Administration or other related benefits
Proven ability to drive successful operational outcomes and cross-functional coordination
Proficiency with relationship management CRMs
Facilitation of collaborative workgroups toward process improvement and issue resolution
Ability to recognize and speak to product opportunities and revenue generating programming optimizations
Ability to speak to, and work with technical processes and procedures
Identify process efficiencies for clients and company
Takes initiative to uncover/develop solutions prior to escalating issues
Analyze consumer needs and develop innovative solution
Identify and track progress on client goals
Consistently demonstrates behaviors expected through our care values
Why You’ll Love Working Here
$70,000-$85,000 annual base salary
A culture that values courageousness, authenticity, resourcefulness, and excellence (we don’t just say it—we live it).
Opportunities to grow, learn, and level up your skills.A team that genuinely enjoys working together and celebrating wins.
Competitive benefits package because we believe in walking the talk when it comes to employee well-being.
An inclusive and welcoming environment for all. ThrivePass is committed to fostering a workplace where everyone feels valued and respected. We do not and shall not discriminate based on race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status in any of our activities or operations.
Join Us!
If this role sounds like your next great adventure, we’d love to hear from you. Apply today and let’s build something amazing together! 🚀
- Department
- Relationship Management
- Role
- Relationship Manager
- Locations
- USA
- Remote status
- Fully Remote
About ThrivePass
At ThrivePass, we empower our clients and their employees to thrive through the personalization of employee benefits and data-driven insights. We do this by delivering meaningful experiences through innovative benefits technology with actionable insights.
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