Brian Threadgill Email & Phone Number

Malvern, PA, US

· Promoted to Senior Manager in June 2024, focusing on mid-market and growth customer success initiatives· Evaluated and aligned staff skill sets to optimize departmental growth and operational efficiency· Organized cross-training programs, enhancing operational bandwidth across Customer Success Managers and Technical Success Managers· Created and staffed.

· Analyze procedures across five TPAs, that will sit within the department in the future state, to determine best practices, establish efficiencies, and document final process workflow · Build a single Savings and Spending Account team culture by merging the best aspects from each legacy TPA teams· Partner with other department Directors to merge acquired.

Overall responsibility for maintaining client relationships by supporting Account Executives in their efforts to retain clients while directly managing key client relationships.- Continually evaluate corporate structure and implement changes to increase efficiencies.- Work closely with Director of Operations in developing key service metrics related to.

• Act as primary point of client contact
• Serve as the primary client advocate within HR Simplified
• Organize Open Enrollment on a client level to ensure smooth process for client and participants
• Implement new clients from introduction during sales process to “Go Live” date
• Suggest additional lines of service for existing clients
• Address client level issues with client, broker, and internal team to resolve and follow up with client

- Overall responsibility for maintaining client relationships by supporting Service Consultants in their effors to retain clients- Develop effective business relationships with assigned clients- Coordinate plan renewal process to ensure a timely and smooth administration process- Maintain regular communication with Account Executive to advise of all.

Ba, Management, Computer Science

Education record