Job Summary

As a Key Account Manager (KAM), you will serve as the strategic owner of a portfolio of high-value accounts, responsible for transforming relationships from transactional engagements into long-term, value-driven partnerships. This role focuses on deepening executive alignment, uncovering mutual growth opportunities, and positioning the company as a trusted advisor to key stakeholders. You will drive account strategy, retention, and expansion by delivering measurable business outcomes for both the client and the organization.

Responsibilities and Accountabilities

Strategic Relationship Ownership

Build and cultivate executive-level relationships across assigned accounts, positioning yourself as a trusted advisor rather than a transactional contact
Develop a deep understanding of each client’s business objectives, challenges, and long-term strategy within the retirement and benefits ecosystem
Establish and maintain multi-threaded relationships across business, technical, and operational stakeholders

Account Growth & Value Creation

Develop and execute comprehensive short- and long-term account plans focused on retention, expansion, and long-term value creation
Identify and drive strategic growth opportunities within accounts by aligning company capabilities with client priorities
Lead regular business reviews (QBRs/EBRs) to demonstrate value, reinforce partnership alignment, and identify new opportunities

Cross-Functional Leadership

Act as the central point of coordination across internal teams (IT, Product, Marketing, Legal, Customer Success) to ensure a seamless and strategic client experience
Partner closely with Customer Success Managers and Account Advisors to ensure delivery excellence, adoption, and client satisfaction
Advocate for client needs internally, influencing product development, service improvements, and go-to-market strategies

Performance Management & Insights

Own account forecasting, pipeline management, and achievement of revenue and retention targets
Develop and track KPIs that measure relationship health, client satisfaction, and business impact—not just sales activity
Provide strategic insights and reporting to leadership, including risks, opportunities, and account trends

Market & Industry Leadership

Leverage industry knowledge to bring insights, trends, and best practices to clients
Continuously monitor industry trends, regulatory developments, and competitive dynamics
Position yourself as a thought partner to clients navigating complex business challenges

Solution Selling & Value Articulation

Lead consultative, solution-based engagements that clearly articulate business value over cost
Deliver compelling presentations and product demonstrations tailored to client-specific challenges and goals

Operational Excellence

Oversee account-related processes including onboarding, service coordination, issue resolution, and training
Monitor credit requests and service trends to identify systemic issues and improvement opportunities

Additional Duties

Perform other related duties as assigned

Location and Physical Requirements

Hybrid; report to Minneapolis office up to 3 times per week
Travel up to 25%

Required Skills, Education, and Experience

10+ years of experience in B2B sales or account management, including enterprise-level and C-suite engagement, with direct ownership of key account relationships and accountability for growth, retention, and client outcomes
Proven ability to build and grow strategic, relationship-driven accounts (not just transactional sales)
Demonstrated success in consultative / solution-based selling
Excellent communication, presentation, and executive influence skills
Strong business acumen with the ability to translate client needs into strategic opportunities
Proficiency with Microsoft Office (Word, Outlook, Excel, PowerPoint)
Experience with Salesforce or similar CRM

Preferred Qualifications

Experience in the retirement industry, including work with a recordkeeping firm, Third-Party Administrator (TPA), or as a consultant within the defined contribution retirement space
Familiarity with the retirement ecosystem, including plan sponsors, advisors, recordkeepers, and consultants

Success in this Role Looks Like

Clients view you as a strategic partner, not a vendor
Growth comes from expanded relationships, not just new deals
Executive stakeholders proactively engage you for guidance and insight
Account plans drive measurable business outcomes for both the client and the company

A few benefits offered for full-time roles include:

Comprehensive health insurance with dental insurance and vision coverage offered
Company-paid life insurance, short and long-term disability insurance
Generous PTO, paid holidays, and floating holidays
Summer hours: Participating employees will enjoy a half day every other Friday
Investment in career development including LinkedIn Learning and professional development funds

The base pay range for this role is $140,000 – $160,000 annually and incentive eligibility. Base pay is positioned within the range based on several factors including an individual’s knowledge, skills, and experience, with consideration given to internal equity.

About Longevity Holdings

Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twentyfirst, Longevity Trading & Analytics, and LexServ) is a fast-growing company that provides senior longevity data, analytics and services to the pension, benefits, life insurance, structured settlement, and life settlement markets.

Equal Employment Opportunity

Longevity Holdings Inc. prohibits discrimination and harassment and will take affirmative action to employ and advance in employment qualified individuals based on their status as protected veterans or individuals with disabilities, race, color, religion, sex, national origin, sexual orientation and gender identity.

Other Items To Note

Must be currently legally authorized to work in the U.S. without sponsorship for employment visa status (e.g., H1B status, 0-1, TN, CPT, OPT, etc.). We are unable to sponsor or take over sponsorship of an employment Visa at this time or in the future.
No agency emails, calls, or solicitations are accepted without a valid agreement.
Our privacy notice is available at www.itm21st.com/longevity-holdings-privacy-notice/

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Longevity Holdings

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