Client Relationship Manager - IntelliScript (Remote)

Overview In this role you will manage a portfolio of client accounts, ensuring satisfaction and revenue retention. You will collaborate with cross-functional teams to deliver detailed reports and actionable insights, helping underwriters and health/insurance clients optimize decisions. You’ll identify growth opportunities, lead client meetings, and advocate for product offerings that fit client workflows. This position offers visibility across the business and a chance to influence data-driven reporting in a growing SaaS environment. Compensation / BenefitsMedical, Dental and Vision coverageEmployee Assistance Program (EAP)401(k) with company match and profit-sharingDiscretionary Bonus programFlexible Spending Accounts (FSA)Paid Time Off (PTO) and holidays ResponsibilitiesIndependently manage a portfolio of client accounts, focusing on relationship development, retention, and performanceDevelop a deep understanding of client products, workflows, and how IntelliScript integrates with their operationsUse internal resources to manage client business and portfolio healthProactively identify growth opportunities and educate clients on additional product offeringsCoordinate and lead 2-3 in-person client meetings per month with stakeholders at all levelsAttend regional/national conferences and staff conference booths as neededProvide training, ongoing support and account maintenanceDrive internal process improvements by identifying obstacles and proposing solutionsCollaborate with other Milliman IntelliScript units and departments (ops, sales, analytics, IT, legal)Manage legal documents as needed (agreements, amendments, BAA)Maintain accurate records of contacts and activities in SalesforceStudy market conditions and industry trends affecting clients and businessRepresent the brand with professionalism and maturity Key requirements2+ years of professional experience (including internships)Demonstrated critical thinking and ability to manage ambiguityAbility to build trusted client relationships and partnershipsWillingness to travel nationwide up to 20% for meetings and eventsStrong command of Excel, Outlook, Word, PowerPoint, Teams and Zoomexceptional communicationrelationship-driven approachentrepreneurial and collaborative mindsetExcelOutlookWord