Partnership Executive – Customer Success Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop processes and cross-departmental project plans for the onboarding of major strategic clients.

• Oversee communications with client contacts ranging from C-level executives to general staff.

• Drive client deliverables, which include metric reporting and the establishment of governance frameworks.

• Execute efficiently by training client personnel and creating detailed procedural documentation.

• Assess productivity and capacity to provide essential insights for strategic client planning.

• Recognize trends in service delivery to proactively manage client expectations and outcomes.

• Create and present executive-level presentations about ReSource Pro’s engagement and services.

• Collaborate with Client Executives to identify and explore opportunities for service expansion.

• Conduct process improvement sessions to enhance operational effectiveness for our partners.

• Address complex escalations to ensure compliance with standards for both internal teams and clients.

• Coordinate with IT and various internal functional departments to achieve common objectives and deliverables.

⛳️ Requirements

• Bachelor’s degree in Risk Management, Business, Finance, or a related discipline (Advanced degree preferred).

• Over 10 years of experience in the insurance industry within an MGA/RGA or carrier environment.

• More than 10 years in a customer-facing delivery role managing extensive relationships.

• At least 10 years of experience applying Project or Program Management methodologies.

• Strong leadership presence complemented by exceptional executive presentation and communication abilities.

• Willingness to travel frequently (50-60%) to client locations to sustain partnerships and foster growth.

• Experience in leading change management initiatives and planning cultural transformations.

• Excellent facilitation skills and the ability to adjust personal work styles to meet client requirements.

🏝️ Benefits

• 100% covered employee health insurance starting on Day 1.

• Eligible for all medical, dental, and vision benefits from Day 1.

• Options for Remote & Hybrid work arrangements.

• 401k plan with employer matching, vested immediately on Day 1.

• Generous PTO policy including paid holidays and floating holidays.

• Opportunities for development and professional growth.

• Comprehensive wellness program emphasizing employee health.

• Engaging and teamwork-oriented work environment.