Segal
Vice President, Benefits Consultant
180 Howard St, San Francisco, CA 94105-1611
On-site · Full-time
First seen by offpeak October 7, 2026
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We are currently recruiting for a Client Relationship Manager (CRM). The candidate can be based near to any of the following locations; San Francisco, Los Angeles, Phoenix, or Portland. The CRM will support a book of business in the West Region.
The Opportunity: The individual will step into a multi-faceted role that offers the opportunity to have a significant and positive impact on the continued growth of our Public Sector consulting business. The CRM will be a key contributor in the Region.
The Role: The role of a CRM includes client management, consulting and project management, and new business development. The CRM has the primary relationship accountability for assigned clients, overall servicing responsibility, and client satisfaction. In addition to maintaining positive relationships, the CRM will collaborate with others across Segal to provide clients with a full array of our consulting services. Key accountabilities include:
- Understanding clients’ issues, anticipating clients’ needs (aka: staying ‘ahead of the game’), and navigating the various potential solutions,
- Establishing rapport and building effective working relationships within client organizations,
- Providing a high level of creative, innovative and strategic expertise to clients and colleagues around the myriad of issues and emerging developments in the employee health and retirement benefits industry,
- Collaborating with others at Segal to build and maintain effective and influential client relationships,
- Leading and/or participating in new business development initiatives targeting existing and prospective clients in the Public Sector market,
- Leading projects involving large and/or complex, interdisciplinary assignments including resource coordination both within and outside own practice/functional area, geography, and market,
- Responsible for ensuring all project team members take a client-centric approach to interactions and deliverables,
Building consensus around key objectives and motivates/influences behavior that supports achievement of practice/functional area objectives.
The CRM guides client service teams and plays a proactive role in mentoring and developing staff, contributing to the overall intellectual and professional development within the teams.