Riskonnect is seeking a Customer Success Manager to maintain a portfolio of clients, ensuring satisfaction, retention, and the realization of the company's value proposition. The successful candidate will manage overall account relationships, possess a general understanding of Riskonnect practices and services, and have credibility within the insurance and business community. The role focuses on client satisfaction, retention, and health.
Primary Responsibilities:
- Ensure good customer health within the client portfolio.
- Implement ongoing adoption improvement plans (Onboarding, Web training, Email Campaigns, etc.).
- Manage client renewals.
- Maintain regular contact with key decision-makers and schedule stewardship meetings.
- Coordinate across teams to resolve issues and escalate when necessary.
- Understand, document, and monitor customer's desired outcomes.
- Collaborate with Success Consultants on client requests and escalate service issues.
- Identify client needs and work on developing solutions.
- Recommend cross-functional improvements to the customer lifecycle.
- Execute and track corrective action plans for at-risk customers.
- Identify upsell and cross-sell opportunities.
- Map customer stakeholders and users to personas.
- Partner with Account Executives during quarterly reviews to develop growth strategies.
- Manage feature requests.
- Maintain knowledge of products/services and industry trends.
- Travel to client sites as needed.
Your Skills and Experience:
- 5+ years in a customer-facing role within the enterprise software industry.
- Proficiency with MS Office and/or Google Suite.
- Experience organizing and tracking action items across 20-30 enterprise clients.
- Ability to prioritize and execute tasks in a fast-paced environment.
- Strong remote communication skills (phone, email, conference calls, web training).
- Ability to build relationships with senior stakeholders.
- Analytical mindset with the ability to derive insights and recommendations.
- Empathy for customers and focus on value delivery.
- Excellent communication skills, capable of articulating complex ideas.
- Decisiveness and sound judgment.
Preferred Qualifications:
- Bachelor’s Degree (preferred).
- 8+ years of experience or knowledge of the insurance industry/SaaS.
Position Details
- Level: Mid-Senior
- Type: Full-time
- Industry: Software Development