Associate Client Success Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Just posted.
• Jobs at this company usually fill in 21 days.
• No salary listed.

Apply Now

Check your resume score

Customize resume + cover letter

Find Similar Remote Jobs

☆ Save☑️ Mark as applied❌ Hide

Report problem

The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

💰 $170M Post IPO debt on 2023-10

Consulting • Healthcare • Legal

The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.

📋 Description

• Support a Client Success Manager in managing a portfolio of PMC clients, helping drive satisfaction, retention, and program growth across MSI's product suite • Serve as the day-to-day point of contact for client questions, requests, and follow-ups • Prepare for and participate in client check-ins and business reviews, including building reports on adoption, compliance, and program performance • Monitor client dashboards and tracking data to flag adoption gaps, compliance issues, and early signs of churn, and escalate to the Client Success Manager • Support new client implementations and the post-implementation transition • Log client requests, feedback, and issues in internal systems, and track resolution through closure • Educate clients on available tools, compliance resources, reporting capabilities, and new product releases • Help identify cross-sell and upsell opportunities and pass them to the Client Success Manager and Distribution teams • Build working knowledge of MSI's product suite, PMS integration workflows, and the multifamily insurance landscape • Surface recurring client trends and needs to the Client Success Manager and leadership

🎯 Requirements

• BA/BS or equivalent experience, with 0-2 years of customer success, account management, or other client-facing experience (internships count) • Strong organizational skills with the ability to manage multiple tasks and client requests at once • Composure and patience when working through client issues, including high-pressure situations • Ability to work independently on defined tasks and the judgment to know when to ask for help • Comfort with data, spreadsheets, and reporting tools • Excellent verbal and written communication skills • Ability to travel up to 10% of the time • Internship or entry-level experience in property management, multifamily operations, insurance, or a related field preferred • Exposure to PMS platforms such as Entrata, AppFolio, Yardi, or RealPage preferred • Experience in a customer-facing role within InsurTech, SaaS, or MGA environments preferred • Basic understanding of renters insurance, liability programs, or compliance tracking in the multifamily space preferred • Active or willingness to obtain a state property and casualty insurance license, if required

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume