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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