Client Success Manager, Scale

Posted 5 days ago

This is a fully remote position, open to applicants in Alabama, +33 more states.

📋 Description

• Oversee and coordinate a multi-faceted outreach initiative that ensures each client receives a monthly personal touch through outbound calls, group training sessions, and emails.

• Act as the primary client-facing representative after launch, responsible for conveying platform capabilities, product releases, and the adoption of new features.

• Serve as a liaison between clients and internal teams to facilitate proactive and consultative customer success.

• Keep abreast of trends and demands within the insurance industry.

• Work collaboratively with internal teams to identify and prioritize product enhancements based on client feedback.

• Manage and coordinate ongoing process and workflow enhancements.

• Utilize client feedback to aid in the development of new product offerings and features.

• Deliver tailored support, resources, and continuous engagement with clients.

• Establish yourself as a product authority by addressing inquiries, sharing best practices, and providing recommendations.

• Collaborate on resource development for clients.

• Engage in regular team meetings to discuss ideas, feedback, and related activities.


⛳️ Requirements

• Demonstrated experience in a client success or customer support role, ideally in the insurance or technology sectors.

• Exceptional communication and interpersonal skills.

• Proven ability to cultivate strong relationships with clients and internal teams.

• Highly detail-oriented and organized.

• Capacity to manage multiple priorities effectively.

• Strong analytical and problem-solving abilities.

• Critical and innovative thinking skills.

• Proactive and results-oriented mindset.

• Ability to work independently as well as part of a team.

• Comfortable with brainstorming and proposing creative solutions.

• Quick to address questions and challenges.

• Excellent follow-up and follow-through abilities.

• Open-mindedness towards learning new processes and systems.

• Proficiency in using Google G Suite, Slack, and other relevant tools.

• A private and secure workspace free from distractions.

• Availability during the designated work schedule.

• Reliable internet connection with a minimum download speed of 5 Mbps and upload speed of 3 Mbps.


🏝️ Benefits

• Generous paid holiday schedule, including a full week off for the Winter Holiday Shutdown.

• Paid vacation, sick leave, parental leave, and bereavement leave.

• Medical insurance with $0 co-pay.

• Telehealth services provided.

• Dental insurance coverage.

• Vision insurance available.

• Health Savings Account (HSA) with employer contributions.

• Flexible Spending Accounts (FSA) offered.

• Company-sponsored Life Insurance and Accidental Death & Dismemberment (AD&D) coverage.

• Company-funded Short & Long Term Disability coverage.

• Company-supported Employee Assistance Program (EAP).

• Matching 401(k) plan with immediate full vesting.

• On-Demand Pay with same-day deposit options.

• Internet reimbursement provided.

• Gym membership reimbursement offered.

• Work computer equipment supplied.

• Opportunities for both in-person and virtual employee events.

• FMG merchandise available.

• Access to a private and secure workspace.

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