Director, Account Services
Description
Want to be a bswifter?
At bswift we’ve been transforming benefits administration since 1996, making it simpler, smarter, and more human. Our state-of-the-art, cloud-based technology and services empower employees to understand, manage, and love their benefits. From downtown Chicago, and remotely across the country, we serve thousands of companies and millions of people nationwide, reducing administrative burdens and freeing HR teams to focus on creating thriving, people-first workplaces.
We’re looking for motivated and goal-driven individuals who share our passion for delivering excellence and creating solutions that make a difference. The reward is a fun, flexible and creative environment with ample opportunity for professional and personal growth. If you love the bswift values of pursue excellence, embrace accountability, deliver superior service, and be a great place to work, we want to hear from you!
ABOUT US:
bswift is a leading benefits administration company that specializes in providing tailored solutions for our clients. Our mission is to simplify the complex world of employee benefits and deliver exceptional service to our clients. We are looking for a talented and experienced individual to join our Engagement Solutions team as the Director, Account Services.
bswift Engagement Solutions is our communication agency, a team of more than 50 strategists, writers, designers, researchers and communication experts who help HR, benefits and internal communications leaders create communication employees actually notice, understand and act on. We support annual enrollment, year-round benefits engagement, total rewards, benefits education and workforce communication, taking clients from research and strategy through creative development and multichannel execution. Our work has earned recognition including Gold Hermes Creative Awards, and our account management team is the engine behind it. They are the people who keep complex, high-stakes client campaigns moving on time and on point.
WHAT YOU’LL DO
The Director, Account Services leads the account management function within the bswift Communication Agency. This is a newly created role, built to bring structure, consistency and strategic leadership to a team that sits at the center of how our clients experience bswift.
Reporting to the Vice President, Engagement Solutions, you will lead and develop a team of account managers, own the standards and processes by which client work moves through the agency, and serve as the team’s strongest advocate. You will partner closely with the Senior Directors, Communication and collaborate with our Creative and Operations teams to ensure account managers are set up to deliver exceptional, on-time work.
We are looking for a leader who is energized by building something. You will inherit a talented team and a real opportunity to move the function from tactical execution toward proactive, strategic partnership — refining workflows, getting more out of the tools we already have, and staying at the forefront of how AI can make project management smarter and faster.
WHAT YOU WILL BE RESPONSIBLE FOR (Essential Functions):
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Team leadership and development
- Lead, coach and develop a team of six communications account managers, including regular one-on-ones, goal setting, performance reviews and career development planning
- Hire, onboard and train new account managers, building ramp plans that bring new team members to full productivity quickly
- Serve as a visible advocate for the account management team — surfacing capacity concerns, removing roadblocks and ensuring the team has the tools, information and support needed to do their jobs well
- Balance workload and resourcing across the team, matching account manager capacity and strengths to client needs
- Establish clear expectations, competency standards and career paths for the account management function
- Build a culture of accountability, collaboration and continuous improvement
Client and account oversight
- Own the overall health of the agency’s client relationships from an account management standpoint, ensuring consistency and quality across all accounts
- Directly manage a small volume of high visibility and revenue accounts within the business, implementing account and project management best practices and leading the team through the day to day.
- Set and enforce best practices for client management, including communication cadence, status reporting, escalation paths and documentation standards
- Step in on complex, high-visibility or at-risk accounts to provide senior-level support, issue resolution and direct client engagement
- Partner with the Senior Directors of Communication to align account management support with client strategy and consulting priorities
- Identify opportunities to strengthen and expand client relationships, partnering with consulting leads to execute
- Represent the account management perspective in client planning, renewal and new business conversations as needed
Project management, process and operations
- Own and continuously refine the agency’s project management standards, intake processes and workflows
- Ensure projects across the team are scoped, scheduled, resourced and delivered on time and within budget
- Maximize the capability of the agency’s project management platform (including Monday.com), driving consistent adoption, meaningful reporting and automation wherever possible
- Establish clear visibility into team capacity, project status and delivery metrics, and report on them to leadership
- Partner with Creative and Operations to streamline handoffs, reduce rework and eliminate low-value manual steps
- Move the function from reactive and tactical toward proactive and strategic by anticipating client needs and building repeatable approaches
Innovation and AI enablement
- Stay at the forefront of AI and emerging tools in project and account management, identifying, piloting and scaling the applications that improve speed, quality and consistency
- Bring new ideas to how the agency works, building the business case and leading change management for adoption
- Champion continuous improvement, using team feedback and delivery data to prioritize the changes that matter most
Cross-functional collaboration
- Report to the Vice President, Engagement Solutions, providing regular updates on team performance, capacity, risks and opportunities
- Collaborate with the Creative, Operations, Consulting, Client Service and Implementation teams to ensure coordination, visibility and knowledge sharing on behalf of clients
- Serve as a connective point between account management and the broader bswift organization
WHAT YOU NEED TO SUCCEED (Required Education and Experience):
- Ten or more years of experience in project management, account management or client services, preferably in a marketing or communications function within an agency setting
- Experience delivering a variety of print and digital deliverables for clients, ideally in the employee / benefits communication space. Examples include mailers, posters, digital guides, videos, public sites, and more.
- At least two to three years experience directly managing and developing people, with demonstrated success in leading teams that deliver complex, multi-stakeholder client projects on time and within budget
- Deep knowledge of client management best practices, with the judgment to know when to standardize and when to flex
- Proven ability to design and implement processes and workflows that measurably improve efficiency and quality, with excellent organization and problem-solving skills a must, with experience across platforms such as Monday.com, including building boards, automations and reporting
- Exceptional written and verbal communication skills, with the presence to engage senior client stakeholders and internal executives
- Demonstrated ability to advocate for a team while holding it to a high standard
- Strong time management skills with a proven ability to meet deadlines across multiple accounts and competing priorities
- Ability to function well in a fast-paced and at times high-pressure environment
- Proficiency with the Microsoft suite, including Outlook, Word, PowerPoint, Excel and Teams
- Bachelor’s degree or equivalent practical experience
NICE TO HAVE (Preferred education and experience):
- Bachelor’s degree in Marketing, Communications, Advertising, Journalism, English or Business
- Experience in employee benefits, HR communication or employee engagement
- Prior agency or consulting experience, preferably in a leadership capacity
- Practical experience applying AI tools to project management, content workflows or team productivity
- Experience standing up or maturing an account management or client services function, including processes, templates and standards
- Experience managing print and digital vendor relationships, and working in SharePoint
- Familiarity with benefits administration technology or the broader benefits ecosystem
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Why Join bswift?
At bswift, we empower our employees to make a meaningful impact, innovate, and grow. Joining our team means stepping into a collaborative and dynamic environment that values creativity, initiative, and a passion for client success. We are dedicated to fostering an inclusive workplace that celebrates diversity and values each team member’s unique contributions.
Benefits of Working at bswift:
- Comprehensive Health Benefits: Access to health, dental, and vision plans to support your wellness and that of your family.
- Competitive Compensation: A compensation package that recognizes your skills, experience, and contributions, including performance-based incentives for most roles.
- Remote first, Office friendly environment! No time to commute? No problem!
- Retirement Savings Plans: Options to help you plan for a secure financial future with employer-sponsored retirement savings programs.
- Professional Development: Opportunities for career growth, including training and access to resources to support your career progression.
- Supportive Culture: A work environment that encourages collaboration, open communication, and creative problem-solving, where your voice and ideas are valued.
- Employee Wellbeing Initiatives: Programs focused on mental health, financial planning, and wellness resources to help you thrive inside and outside of work.
Make an Impact: At bswift, your work directly contributes to transforming how organizations approach benefits administration and client engagement. Join us to be part of an organization that is making a meaningful difference in the lives of our clients and their employees.
Specific benefit offerings vary by position and may be subject to change.
Standard working hours are 8am-5pm Central Time, unless otherwise stated in the Job Description.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $125,000-$140,000, exclusive of fringe benefits or potential bonuses. If you are hired at bswift, your final base salary compensation will be determined based on factors such as geographic location, skills, education, and/or experience. In addition to those factors – we believe in the importance of pay equity and consider internal equity of our current team members as a part of any final offer. Please keep in mind that the range mentioned above is the full base salary range for the role. Hiring at the maximum of the range would not be typical in order to allow for future & continued salary growth. We also offer a generous compensation and benefits package!
At bswift, our mission is clear: Become the preeminent benefits administrator through exceptional people, innovative technology, and delighted customers. And our values are at the heart of everything we do to accomplish that mission. We Pursue Excellence, Embrace Accountability, Deliver Superior Service, and strive to Be A Great Place To Work. We take pride in having an engaged, collaborative team that goes the extra mile to get the job done right.
bswift has been regularly named one of Chicago’s Best and Brightest Companies to Work For®, as well as one of the Nation’s Best and Brightest Companies to Work For® year after year. We offer a fun, flexible, and creative environment where you can grow both professionally and personally.
If you have what it takes to join our award-winning culture, we’d love to hear from you!
Skills
As published by greenhouse · 18 questions
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter
Short answers (9)
- LinkedIn Profile
- What is your preferred name? optional
- Please list your current/most recent employer
- What is your current/most recent title?
- Do you want to add a professional license or certification? If yes - please list the current licenses and/or certifications optional
- Desired Compensation
- Website optional
- For All Applicants: I certify that I have answered all questions on this employment application truthfully, correctly and completely in accordance with the instructions contained in this application. I further certify that the information provided by me on my accompanying resume, if any, and any other information supplied by me during the application process, is true, correct and complete to the best of my knowledge. I understand that if I failed to provide true, correct and complete information on this application in accordance with its instructions, or in my accompanying resume, this may be cause for the Company to refuse to hire me or, if discovered after I am hired, may be cause for the termination of my employment. I understand that, where permissible under applicable state and local law, I may be subject to a pre-employment drug test after receiving a conditional offer of employment, and I must receive a negative result before being permitted to commence work with the Company. I understand that I may be subject to drug and alcohol screenings, to the extent permitted by law, during the course of my employment pursuant to the Company’s drug and alcohol policy. A positive test result, the alteration or tampering with a test or its results, or my refusal to take the test may result in disciplinary action, up to and including termination of my employment. Smoking is prohibited in all indoor areas of bswift and within 50 feet of the entrance to any bswift facility. I understand and agree that this Application is not an offer of or a contract for employment. I understand that the Application will remain active for 90 Days. After that time, if I desire further consideration by the Company, I will renew my Application in writing or in person. If hired, I understand and agree that I may resign my employment at any time, for any reason and that my employment may be terminated at the will of the Company at any time, for any reason. I further understand and agree that if hired, my wages, hours, working conditions, job assignments, benefits or other compensation will be subject to change at the Company’s discretion. I also understand that any handouts, manuals, policies or procedures maintained by the Company are not contractual in nature and may be amended or abolished at the sole discretion of the Company at any time. To the above statement: Please acknowledge that your on-line consent is equivalent to a binding legal signature; fill in your name here.
- What is your Notice Period?
Pick from a list (9)
- If hired, can you provide proof that you are legally able to work in the United States?
- Do you now, or will you in the future, require a visa or any type of immigration sponsorship for work authorization in the country you are working from (e.g., H-1B, OPT, F1, dependent visa)? (if hired, verification will be required consistent with federal law.)
- Are you at least 18 years of age?
- Do you currently work for a bswift Channel Partner?
- Notice to Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. optional
- Notice to Maryland Applicants: UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT, OR CONTINUED EMPLOYMENT, THAT AN INDIVIDUAL SUBMIT TO OR TAKE A LIE DETECTOR OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. optional
- Are you a current employee of bswift or any affiliates or subsidiaries? (If you are a current contractor or consultant, paid by another employer, then you should answer NO.)
- Are you currently subject to any Restrictive Covenant agreements that may prohibit you from doing any of the assigned duties of the job in which you are applying? A “Restrictive Covenant” is an obligation owed by the employee to the employer to not do certain things during and post-employment and often include oAn obligation not to work for a competitor of the employer (a non-compete) oAn obligation not to divulge confidential information of the employer (NDA) oAn obligation not to solicit customers of the employer (customer non-solicit) oAn obligation not to solicit other employees of the employer to work somewhere else (employee non-solicit) oAn obligation not to disrupt the relationship of employer with its vendors or customers
- Do you live in one of these states/cities?
