Account Manager

About Us

The Pension Boards-United Church of Christ, Inc. (PBUCC) is an Affiliated Ministry of the United Church of Christ responsible for ministerial welfare activities, and a system of employee benefit programs designed to assist authorized ministers, and lay workers achieve financial security during their working and retirement years. PBUCC is a membership corporation with over $3 billion in assets, currently serving more than 22,000 active, inactive and retired clergy and lay workers.

Position Summary

The Associate, Account Manager is responsible for managing assigned employer organization accounts with a strong emphasis on service delivery, coordination, and execution. This role functions as the primary day-to-day point of contact for employers, owning ongoing service needs, issue resolution, and relationship support across the lifecycle of the account.

While the role includes responsibility for maintaining employer relationships, the focus is operational and service-driven rather than strategic account ownership. This position is designed for a professional who is comfortable navigating complex internal systems, managing service-heavy accounts, and building trust through responsiveness and follow-through.

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What You’ll Do

Employer Account Management

• Manage a portfolio of assigned employer accounts and serve as the primary relationship contact.
• Maintain regular, proactive communication to understand employer needs, priorities, and opportunities.
• Coordinate account needs internally and ensure timely follow-through and resolution.
• Develop a strong understanding of assigned employers, key contacts, benefit programs, and organizational needs.

Relationship Management & Retention

• Build strong employer relationships through proactive engagement, reliability, and consultative support.
• Support employer retention by helping organizations navigate programs, processes, and important timelines.
• Identify emerging employer needs, concerns, and opportunities and engage appropriate internal partners when needed.

Sales Outreach & Growth

• Conduct proactive outreach to current and prospective employers to build relationships and increase awareness of available programs and services.
• Follow up on leads, referrals, employer inquiries, campaigns, and event opportunities.
• Identify opportunities to expand employer participation in benefits, programs, and services.
• Support employer education, presentations, and business development activities.
• Partner with Business & Sales Development leadership on larger or more complex opportunities.

Account Support & Execution

• Support employers through benefit adoption, onboarding, enrollment, and other account-related activities.
• Coordinate across internal teams to resolve employer needs and ensure a consistent experience.
• Maintain accurate account, outreach, opportunity, and follow-up activity in HubSpot.
• Track commitments and next steps to ensure employer needs and opportunities continue to move forward.

Internal Coordination & Feedback

• Act as a liaison between employers and internal teams including Business & Sales Development, Member Services, Operations, and Marketing.
• Share employer feedback, recurring challenges, and emerging needs to help improve processes and the employer experience.
• Contribute to team discussions around account strategy, employer engagement, and growth opportunities.

What You’ll Need

Required Qualifications

• Bachelor’s degree in Business, Marketing, or a related field (or equivalent experience).
• 3–5 years of experience in account management, client services, customer success, or a similar role.
• Experience serving as a primary contact for client or employer accounts.
• Strong organizational, communication, and problem-solving skills.
• Ability to manage competing priorities in a service-heavy environment.
• Proficiency in HubSpot and Microsoft Office Suite (or ability to learn quickly).

Preferred Qualifications

• Experience supporting employer groups, benefits administration, or service-based accounts.
• Familiarity with group health, retirement benefits and payroll is a plus.
• Experience in nonprofit, church, or mission-driven organizations preferred.

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Key Attributes for Success

• Service-oriented and execution-focused
• Comfortable working within evolving systems and processes
• Strong follow-through and attention to detail
• Adaptable and resilient in imperfect operational environments
• Interested in growing responsibility as the function matures

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Working Conditions & Compensation

• Full-time position; hybrid or remote options may be available depending on company policy.
• Occasional travel to employer sites or industry events.
• Salary range: $76,000 – $90,000, commensurate with experience.
• Annual incentive opportunity, immediately vested 14% employer retirement contribution, comprehensive employer-paid health and welfare benefits, and generous PTO.