Senior Client Success Manager – Central/Mountain/Pacific Time Zones

🕒 May 29

🏄 California, Colorado, +6 more states – Remote

🏄 California – Remote ⛰️ Colorado – Remote 🎰 Nevada – Remote 🌶️ New Mexico – Remote 🌲 Oregon – Remote ⛷️ Utah – Remote ☕ Washington – Remote 🦬 Wyoming – Remote

💵 $70k - $80k / year

⏰ Full Time

🟠 Senior

🏆 Customer Success

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Beam Benefits

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2012

⚕️ Healthcare Insurance

☁️ SaaS

👥 HR Tech

💰 $40M Venture Round - Beam on 2024-10

Healthcare Insurance • SaaS • HR Tech

Beam Benefits is a company that simplifies employee benefits by offering modern ancillary insurance plans—primarily dental, vision, life, disability, and supplemental health—built for brokers, employers, members, and providers. They provide digital quoting, self-service portals, enrollment and billing tools, and rapid implementation support, and they partner with traditional underwriters and administrators to market and administer plans. Beam positions itself as a tech-enabled benefits provider that streamlines quoting, enrollment, provider access, and claims support for employer-sponsored plans.

📋 Description

• Provide proactive client management through managing the onboarding of new groups • Own open enrollment support by leading or participating in meetings • Own client renewals by identifying cross-sell and upsell opportunities • Own a book of business and understand the needs of the brokers and clients within assigned territories • Generate/request reports and derive insights from data • Execute at a high volume (think: 40+ emails/day) • Collaborate cross-functionally with multiple internal team members

🎯 Requirements

• 3-5 years of experience in a client facing role • Requirement to have your Life & Health license • Experience in communicating to multiple stakeholders both tactically and strategically • A history of investigating and solving client issues • Excellent organizational skills and attention to detail • Ability to quickly learn new product lines and adapt to dynamic sales and service processes • Experience with Salesforce or other CRMs or Client Success tools preferred

🏖️ Benefits

• health insurance • retirement plans • paid time off • flexible work arrangements • professional development