Client Success Manager, Scale

Job not on LinkedIn

🔥 0 minutes ago

🏈 Alabama, Arizona, +32 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🐎 Kentucky – Remote 🦞 Maine – Remote 🎰 Nevada – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🌶️ New Mexico – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🌲 Oregon – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote ⚓ Rhode Island – Remote 🌴 South Carolina – Remote 🗿 South Dakota – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ⚔️ Virginia – Remote ☕ Washington – Remote 🧀 Wisconsin – Remote

💵 $50.5k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 0%

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FMG

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2011

🛡️ Insurance

💼 Consulting

📦 Logistics

💰 Series A on 2016-08

Insurance • Consulting • Logistics

FMG is a comprehensive marketing platform tailored specifically for financial advisors and related financial services industries, including broker-dealers, wealth management firms, and insurance agents. The company offers a suite of digital marketing tools designed to help build brands, engage with clients, and grow businesses through an all-in-one solution. FMG provides website tools, content marketing automation, social media management, and client communication solutions, focusing on making financial advisory marketing more accessible and effective. Known for its high customer satisfaction, FMG supports advisors in showcasing their expertise and improving client interaction with modern marketing strategies.

📋 Description

• Coordinate and manage a multi-touch outreach program providing each client a monthly human touchpoint through outbound calls, group training, and emails • Serve as the post-launch client-facing lead for communicating platform capabilities, product rollouts, and new feature adoption • Liaise between clients and internal teams to deliver proactive and consultative customer success • Stay current on insurance-industry demands and market trends • Collaborate with internal teams to identify and prioritize product improvements based on customer feedback • Coordinate and manage continuous process and workflow improvements • Leverage client feedback to assist in developing new product offers and features • Provide personalized support, resources, and ongoing client engagement • Serve as a product expert by answering questions, sharing best practices, and making recommendations • Collaborate on client resources • Participate in ongoing team meetings to review ideas, feedback, and related activity

🎯 Requirements

• Proven experience in a client success or customer support role, preferably within the insurance or technology industry • Excellent communication and interpersonal skills • Ability to build strong relationships with clients and internal teams • Detail-oriented and organized • Ability to manage multiple priorities • Strong problem-solving skills • Critical and creative thinking • Proactive and results-driven approach • Ability to work independently and within a team structure • Comfortable brainstorming and offering creative solutions • Ability to quickly handle questions and challenges • Excellent follow-up and follow-through skills • Ability to learn processes and systems with an open mind • Ability to use Google G Suite, Slack, and other tools • Private, secure workspace free from distractions • Availability during the assigned work schedule • Internet connection with speeds of at least 5 Mbps download and 3 Mbps upload

🏖️ Benefits

• Generous paid holiday schedule, including a full week off for the Winter Holiday Shutdown • Paid vacation, sick days, parental leave, and bereavement leave • Medical insurance with $0 co-pay • Telehealth plan • Dental insurance • Vision insurance • Health Savings Account (HSA) with employer contributions • Flexible Spending Accounts (FSA) • Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage • Company-paid Short & Long Term Disability coverage • Company-paid Employee Assistance Program (EAP) • Matching 401(k) with immediate full vesting • On Demand Pay with same-day deposit • Internet reimbursement • Gym reimbursement • Work computer equipment provided • In-person and virtual employee events • FMG swag • Access to a private and secure workspace