Senior Customer Success Manager

🕒 vor 2 Monaten

🇨🇦 Kanada – Remote

💵 $70.000 - $140.000 / Jahr

⏰ Vollzeit

🟠 Senior

🏆 Customer Success

👻 Geisterscore 13%

infoinfo

🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of Insurity

Insurity

1001 - 5000 Mitarbeiter

🛡️ Versicherung

☁️ SaaS

🤝 B2B

💰 Private Equity Round - Insurity im 2021-11

Insurance • SaaS • B2B

Insurity ist ein Anbieter von software- und technologieorientierten Lösungen für die Versicherungsbranche. Es bietet zentrale Verwaltungssysteme für Policen (Pro Suite, Workers' Comp Suite, Marine Suite), eine in die Arbeitsabläufe der Versicherer eingebettete KI-Plattform, Analyse- und Intelligenzprodukte (Premium Audit, Loss Control, SpatialKey geospatial analytics) sowie Abrechnungs- und Zahlungsangebote, einschließlich Billing-as-a-Service. Insurity bedient Versicherungsunternehmen und MGAs mit modularen, unternehmensgerechten SaaS- und gehosteten Systemen, um Underwriting, Versicherungsverwaltung, Schadensverhütung, Prämienrückgewinnung und Abrechnungsprozesse zu optimieren.

Beschreibung

• Manage and grow customer relationships, serving as their primary point of contact. • Act as the liaison and advocate between customers and internal teams, such as product development, sales, and support, to enhance the overall customer experience • Engage with customers by conducting regular business reviews to ensure alignment between their strategic objectives and Insurity's products and services. • Maintain/manage customer expectations and satisfaction • Gain and maintain working knowledge of Insurity’s platforms, including new releases, features, and dependencies. • Demonstrate thorough knowledge of customers’ business challenges, opportunities, and how our products and solutions address them • Develop strong working relationships with Customer System Champions • Ensure contract compliance and accurate billing • Understand the customer experience and loyalty measures in place • Gain a strong understanding and act as the subject matter expert on your customers’ internal organization, political landscape, and stakeholder personalities • Monitor customer satisfaction, identifying potential issues or challenges before they escalate into major problems • Collaborate with Sales to develop and execute strategies for customer retention and uncover potential opportunities for upselling or cross-selling additional products or services that meet customer needs • Educate customers on features, benefits, and the value of the service to drive adoption and satisfaction. • Prepare and deliver professional presentations and performance insights to demonstrate the impact of Insurity solutions on the customer's business. • Lead customer meetings effectively, accurately capture minutes, and ensure the completion of all meeting takeaways • Understand, regularly measure Customer KPIs, monitor usage patterns to proactively address churn risk. • Transition and onboard customers from the implementation team • Manage customer escalations and ensure issues are resolved quickly and effectively. • Ensure workflow management system and customer-facing tools are up to date • Provide tool self-service support for customer

🎯 Anforderungen

• 3 years in a customer success role, either within the software-as-a-service and/or insurance industry • 1 years working with national accounts (not just local or regional) or working with multiple partners • Strong customer support and emotional intelligence qualities with an ability to understand customers desired strategy and needs • Strong written and oral English communication skills with ability to articulately present information both in-person (presentations) and in written form • Advanced digital literacy with MS Office (Word, Excel, PowerPoint) • Self-starter mentality with an eagerness to learn and ability to collaborate and work autonomously, with strong multi-tasking skills • Nice-to-have: Experience with Customer Success Management or CRM tools • Nice-to-have: Technical aptitude and familiarity with APIs, cloud platforms, and common SaaS architectures. • Nice-to-have: Strong understanding with the software development and deployment lifecycle. • Travel required is less than 10%

🏖️ Vorteile

• medical insurance • dental insurance • vision insurance • 401(K) match • paid maternity leave • paid paternity leave • disability insurance

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