Customer Success Manager

Job not on LinkedIn

November 1

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Logo of itel

itel

Insurance • SaaS • Property Management

itel is a company that streamlines the property claims process by offering data-driven solutions for insurance carriers, claims adjusters, and homeowners. They provide accurate pricing for damaged building materials and perform repair versus replace analyses to enhance decision-making across the claims cycle. Their services aim to support various stakeholders, including third-party service providers and restoration professionals, ensuring a fair and efficient claims experience.

201 - 500 employees

☁️ SaaS

📋 Description

• Serve as primary point of contact for adjuster-level escalations reported by Account Managers • Build and prepare sales decks and executive-level Quarterly and Business Review presentations • Prepare standard carrier performance reports on monthly/quarterly cadence for Account Managers • Conduct virtual and on-site customer leadership and adjuster training sessions • Develop and deliver enablement materials including instructional guides, quick-start guides • Collaborate with Marketing team to create carrier-facing enablement materials

🎯 Requirements

• At least four (4) years of experience in a Customer Success/Service organization • Ability to establish relationships and interact with executives and senior management in customer accounts • Ability to manage multiple priorities while maintaining strict attention to details • Track touchpoints including phone calls, emails, meetings, or others utilized for engaging customers • High level of proficiency in Microsoft Excel, Word, and PowerPoint • Excellent presentation preparation and delivery skills • Bachelor’s degree preferred • Insurance industry experience preferred

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work arrangements • Professional development • Paid time off

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