Client Service Manager, Small Medium Business Market

San Mateo, CA
Client Service, Benefits
The Client Service Manager builds trusted relationships by developing a thorough understanding of clients’ needs, consulting with clients on their short, medium and long-term goals and partnering closely with them on executing service excellence.  

What You Get To Do

    • Advise on best practices for benefits consulting and administration to help our clients achieve their goals and objectives
    • Manage regular client calls and interactive project plans
    • Facilitate and drive new client onboarding, implementations with vendors and carriers
    • Oversee the renewal and open enrollment process for clients on an annual basis; benchmarking to industry standards, partner with clients on their future strategy, drive client decisions, manage timelines, employee communications, conduct employee education meetings (webinars, in-person presentations, etc.)
    • Keep clients apprised of appropriate compliance, industry trends and events, including all state and federal regulatory issues
    • Be a proactive, empathetic partner to help resolve issues with our clients and their employees
    • Work closely with the Sequoia team on Global Benefits, 401k, Risk Management and HRIS/Benefits administration
    • Be an integral part of shaping, growing and scaling our SMB team


    • 2 to 4+ years of client service experience
    • Multi-client experience preferred
    • Ability to build trust quickly and consistently with our clients and Sequoia team members
    • Strong project management skills with the ability to multitask
    • Ability to comfortably provide and present recommendations to executives
    • Solutions-oriented team player who is accountable for results
    • Detail and process-oriented thinker
    • Excellent communication, organization, and interpersonal skills
    • Ability to understand client needs and deliver results under tight deadlines
    • Bachelor’s degree required
Sequoia’s Culture – Our most important asset:

Passion for service
Growth oriented
Caring for others
Focused on relationship building

Compensation & Benefits

Sequoia provides competitive compensation including base salary, performance based bonus programs, and comprehensive benefits package including 401(k) matching.