Associate Director - Corporate Sales

Role Expectations:

• Corporate Acquisition & Onboarding
• Identify, reach out to, and onboard new accounts.
• Pitch our suite of financial wellness products as part of their employee benefits program.
• Establish strong entry points with HR, Admin, Rewards, and Finance stakeholders.
• Strategic Relationship Management
• Act as the primary point of contact for the clients.
• Build and execute long-term engagement plans tailored to each corporate account.
• Maintain high levels of client satisfaction, ensuring repeat engagement and referrals.
• Employee Engagement & Product Activation
• Collaborate with marketing and product teams to design and deliver employee engagement campaigns.
• Conduct in-person sessions, virtual webinars, and financial wellness events to educate and activate users.
• Track and optimize adoption and activation metrics across corporate accounts.
• Revenue & Growth Ownership
• Own product usage and revenue targets from assigned clients.
• Identify and pursue upsell and cross-sell opportunities within corporate accounts.
• Drive retention and ensure continuous value delivery to clients.