Senior Client Success Consultant

Job not on LinkedIn

🔥 3 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🏆 Customer Success

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ReSource Pro

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏢 Enterprise

⚡ Productivity

Insurance • Enterprise • Productivity

ReSource Pro is a company dedicated to serving the insurance industry by offering a variety of managed services aimed at improving business operations. With over 20 years of experience, ReSource Pro specializes in transforming insurance operations through solutions that include technology optimization, extending teams with skilled staffing, and enhancing processes for improved productivity. The company serves carriers, MGAs and wholesalers, as well as retail agents and brokers, helping them focus on profitability, compliance, and growth. ReSource Pro is recognized as one of the fastest-growing companies, known for its strategic and innovative approach to insurance services.

📋 Description

• Serve as the senior point of contact and strategic liaison between key clients/internal stakeholders and operational units, leading complex onboarding efforts and owning the end-to-end tracking of high-impact requests through established workflow/ticketing systems (30% of time). • Act as the senior owner for service delivery performance across assigned accounts, monitoring KPIs/SLAs, overseeing major incidents to drive root-cause analysis, championing continuous process improvements, and producing executive-ready performance reports (30% of time). • Develop and deepen executive-level relationships, driving sustained revenue and account growth by leading structured, data-driven QBRs and proactively identifying upsell, cross-sell, and solution expansion opportunities in partnership with Sales and Account Management (30% of time). • Collaborate with co-workers and supervisors to meet client needs, look for opportunities to build expertise in underwriting, and serve as a resource and mentor to junior team members while helping lead new hire training (10% of time). • Support a positive, respectful, and collaborative workplace culture by promoting open, solution-oriented communication, encouraging teamwork, and maintaining a focus on shared goals and productivity.

🎯 Requirements

• Bachelor’s degree in Business, Communications, or a related field preferred. • Proven experience in a senior client success, account management, or service delivery leadership role. • Strong background in leading complex, large-scale client onboarding and managing cross-functional project teams. • Demonstrated ability to establish and refine governance mechanisms, including performance dashboards, cadences, and client QBRs. • Expert problem-solving capabilities with a history of driving root-cause analysis and managing executive-level escalations. • Strong commercial acumen with a track record of identifying business expansion, cross-selling, and upselling opportunities. • Exceptional written and verbal communication skills, with the executive presence needed to present roadmaps and value realization to senior stakeholders. • Process-focused mindset with a commitment to continuous improvement, tooling enhancements, and data-driven management. • A collaborative, team-oriented approach with an interest in mentoring junior staff and building knowledge in underwriting.

🏖️ Benefits

• 100% paid employee health insurance available on Day 1 • Eligible for all medical, dental, and vision benefits on Day 1 • Remote positions are Internet stipend-eligible • 401k with employer match, vested on Day 1 • HSA/FSA available • Long Term and short-term disability employer-provided • Generous PTO plan with paid holidays + floating holidays • Development and growth opportunities • Comprehensive wellness program and prioritization of employee health