Emily Meyers Email & Phone Number

Remote, Us

Charleston, Sc, Us

In this role, I was selected as a client relationship advisor in 2018 for my dedication to client success after four years in account management and customer success. I recognized and anticipated opportunities to place additional platform solutions and benefit offerings for SMB to enterprise employer clients, including Fortune 500 groups across a diverse portfolio of industries (retail, higher education, government municipalities, and hospitality). I serviced over 50 accounts annually, acting as the client’s point-person for internal and external escalations, contracting concerns and proposal negotiations. I proposed thoughtful, catered buy-up recommendations for my clients' unique population needs, which ultimately produced more revenue for and extended tenure with Benefitfocus.📌 Handled ~$74M in annual premium between 2018 and 2022📌 Grew adoption/retained business revenue by 102% (2020), 104% (2021) and 98% (2022). 📌 Owned relationships with 52 employer groups, ranging from employee counts of 100 to 10,000.📌 Achieved President’s Club in 2019 and 2021. 📌 250% Quota Attainment in 2021.

Charleston, Sc, Us

📌 Developed and demonstrated effective decision-making processes, in-depth knowledge of company infrastructure, and strong client-facing communications to provide proactive and responsive client services. 📌 Served as primary point of contact for 15 employer groups across the Southeast, operating as company's go-to for understanding new platform initiatives and products, ensuring adoption of quarterly release solutions, and quarterbacking escalations or platform concerns. 📌 Guided quality issue resolutions across internal and external stakeholders and vendors on behalf of clients. 📌 Gauged future client needs by developing in-depth understanding of each group’s unique business goals, budget, and decision-making chain of command, resulting in 99% account retention.📌 Developed and presented quarterly business reviews, educated clients on new offerings/product updates, and reported overall platform performance and adoption outcomes to leadership, both within client organization and Benefitfocus.

Charleston, Sc, Us

📌 Fielded and triaged all day-to-day client inquires for 7 large employer groups upon implementation onto Benefitfocus platform, particularly during annual employee Open Enrollment renewal periods. 📌 Scoped and managed subsequent client projects to drive issue resolution, incorporating continuous improvement for software applications and data exchange processes. 📌 Prioritized and advocated for client initiatives and issue resolution through continuous cross-team management, by way of direct but thoughtful communication that warranted timely accountability amongst various stakeholders and partners, such as insurance carriers, client brokers, and especially across the various internal teams within Benefitfocus. 📌 Trained benefits administrators on new functionality and presented/negotiated new product offerings, often proactively teeing up opportunities for internal sales teams.

St Louis, Missouri, Us

At Moneta, I provided comprehensive client support for two CFO’s, demonstrating white glove service for the team’s high net worth family and SMB clientele. I was responsible for driving effective communication as an integral liaison between the client, our investment analysts, and banking partners, on behalf of the CFO/financial advisor. 📌 Utilizing both undergraduate and post-graduate finance degrees, I developed financial plans and comprehensive asset allocation reviews as a key member of our four person team. 📌 Oversaw client account health and executed daily investment transactions at third party custodians, closely partnering with each financial institution and banking partner to ensure 100% accuracy.📌 Aided in fiduciary governance consulting to help guide SMB’s and their employees with retirement investment planning. 📌 Collaborated with CFO’s in the setup of custom designed retirement plans to meet the unique objectives of all plan participants, including the unique challenges facing SMB owners and senior leaders. 📌 Worked alongside team’s two financial advisors to help SMB clients manage expenses for vendor services and provide fee benchmarking and fee analysis.

📌 Managed a team of 8 facility coordinators who oversaw renovations and repairs and for 6K+ domestic retail locations, on behalf of national chain clientele. 📌 Acted as an extension of the client to ensure commercial real estate maintenance costs and capital improvement projects were within assigned budget and executed quickly with minimal impact to daily operations, ultimately closing reported work orders two days faster than national average. 📌 Analyzed lease abstractions, reviewed project bids, and recognized $109K in vendor savings on behalf of the client.

Master Of Business Administration (M.B.A.), Finance, General

Bachelor Of Business Administration (Bba), Real Estate