Responsibilities

• Manage a book of business by building and maintaining strong client relationships while meeting or exceeding performance targets.
• Retain and grow assigned accounts through proactive engagement and strategic account management.
• Recommend effective WellnessLiving solutions by understanding clients’ business models, organizational structures, and goals.
• Conduct regular client meetings to share best practices, data-driven insights, and results that support renewals, growth, and referrals.
• Serve as a product expert, advising clients on WellnessLiving’s software, key features, and additional services.
• Maintain a consistent cadence of customer engagement to drive adoption and satisfaction.
• Review client data and performance metrics to anticipate needs, identify risks, and uncover growth opportunities.
• Create and analyze client reports to surface trends, opportunities, and pote...