Client Advisory Services Manager

Socket.dev; Boston (MA); On-site; USD 200,000 - 250,000; Full time

Job summary

Earnix seeks a senior leader to head the Client Advisory Services team, guiding maturity assessments and value realization for insurance customers. You will own strategy, content development, and delivery quality while mentoring a team of seasoned SMEs with deep industry backgrounds.

You will partner with PS and regional leaders to scale best practices, drive measurable outcomes, and expand advisory offerings across pricing and underwriting transformations.

Qualifications

• Deep insurance industry expertise (12+ years in P&C or equivalent)
• 5+ years of insurance consulting experience designing assessments and strategic recommendations
• Strong customer-facing communication translating technical concepts to business value
• Proven program and project management to oversee assessment design, delivery and outcomes
• Cross-functional knowledge across pricing, underwriting and related workflows
• Data analysis and business acumen to interpret metrics and recommend actions
• Training and knowledge transfer to develop team capabilities
• Proficiency with presentation tools to create high-quality artifacts and reports

Responsibilities

• Own the maturity assessment strategy, framework, and methodology to identify pricing and underwriting improvements.
• Oversee end-to-end assessment delivery from content to measurable business impact.
• Create customer-facing artifacts (assessments, scorecards, roadmaps) translating findings into business recommendations.
• Partner with regional leadership to ensure consistency and quality across regions.
• Build and manage a high-performing advisory team of insurance SMEs.
• Serve as Center of Excellence on customer value realization and advise on complex implementations.
• Guide engagements to demonstrably improve pricing, underwriting, and competitive positioning.

Skills

Insurance industry expertise

Insurance consulting

Customer-facing communication

Program and project management

Cross-functional process knowledge

Data analysis & business acumen

Training & knowledge transfer

Presentation & documentation

Job description

Overview

Lead ourClient Advisory Servicesteam—a specialized group of insurance industry experts focused on unlockingmaximumcustomer value from Earnix software.You'llown both the strategic maturity assessment process and the advisory function that empowers our customers and PS consultants to implement and leverage Earnix for competitive advantage in pricing and underwriting.

What You'll Do

OwntheMaturity Assessment Strategy

Design, develop, andmaintainthe customer maturity assessment framework andmethodologythatidentifiesimprovement opportunities in pricing and underwriting processes

Oversee all aspects of the assessment—from content development and customer delivery through to measurable business impact

Create and evolve customer-facing artifacts (assessments, scorecards, roadmaps) that translate technical findings into actionable business recommendations

Partner withotherregionalleadership to ensure assessment consistency, quality standards, and continuous improvement across regions

Lead and Mentor aSpecialized Advisory Team

Build and manage a high-performing team of experienced SMEs with deep insurance industry backgrounds

Foster a culture ofexpertise, innovation, and collaborative problem-solving

Develop your team's capabilities in complex Earnix implementations and advanced use cases

Serve asCenter ofExcellenceonCustomerValue Realization

Applya deepunderstanding ofEarnixsoftware offeringspresenta roadmaptoadditionalcustomer value

Advise PS Consultants on complex, non-standardimplementationsand innovative approaches to maximize customer value

Elevate implementation quality across the PS organization by sharing insights from your team's specialized work

Identifypatterns and opportunities to expand value realization across the customer base

Drive Measurable Customer Outcomes

Guide customers through assessments thatdemonstratehow Earnix can improve their pricing strategy, underwriting processes, and overall competitive positioning

Ensure each customer engagement translates into concrete value—whether through process optimization, pricing improvements, or operational efficiency

Partner with account teams to embed value realization into customer success and renewal strategies

Identifyand scope paid advisory projects with customers seeking strategic guidance on pricing and underwriting transformation, ensuring engagements are clearly resourced and tied to measurable outcomes

Deliver advisory engagements thatvalidate assessment recommendations, deepen customer relationships, and build repeatable, scalable advisory service offerings

Requirements

Requirements

You'lldo it using:

• Deep insurance industryexpertisewith 12+ years of progressive experience in P&C insurance operations, pricing, or underwriting (or equivalent in insurance-adjacent consulting)
• 5+ years of insurance consulting experiencedesigning and executing process assessments, building maturity models, and developing strategic recommendations for insurers on pricing and underwriting transformation
• Customer-facing communication skillsto translate complex technical and analytical concepts into clear business value for C-suite and operations teams
• Program and project managementto oversee assessment design, delivery and tracking of customer outcomes across regions
• Cross-functional insurance process knowledgewith the ability to advise on interconnected workflows spanning pricing, underwriting,andother insurancefunctions
• Data analysis and business acumento interpret performance metrics,identifytrends, and make evidence-based recommendations
• Training and knowledge transferexpertiseto develop your team and drive adoption of new assessment approaches
• Proficiencywith presentation tools and documentationto create high‑quality, branded customer artifacts and internal reports

You'llexcel by:

• Strategic vision and insightinto insurance industry transformation; the ability to see where customers are today and guide them toward competitive advantage
• Proven leadership at a team levelwithdemonstratedsuccess building, developing, andretaininghigh-performing technical teams (mentoring, succession planning, capability building)
• Executive presence and influenceto align cross‑functional partners (EMEA teams, sales, customer success, PSCs) around shared goals without direct authority
• Intellectual curiosity and continuous improvement mindset— you stay current on industry trends, Earnix product evolution, and emerging customer needs
• Customer empathy combined with business rigor— you balance “what the customer needs” with “what drives measurable business outcomes”
• Attention to quality and consistencywhile managing change across regions andmaintaininghigh standardsin assessmentmethodologyand artifacts
• Collaboration and partnership orientation— you view other PS teams, account teams, and EMEA counterparts as partners in customer success, not competitors
• Coaching and mentoring capability— you develop your team'sexpertisethrough delegation, feedback, and knowledge sharing rather than directing every decision
• Resilience and adaptabilityin a fast-moving SaaS environment where product capabilities, customer needs, and market conditions evolve rapidly

Salary Range:

$ 200,000-250,000 per year

Position Intro

Earnix is the premier provider of mission-critical, cloud-based intelligent decisioning across pricing, rating, underwriting, and product personalization. These fully-integrated solutions provide ultra‑fast ROI and are designed to transform how global insurers and banks are run by unlocking value across all facets of the business. Earnix has been innovating for insurers and banks since 2001 with customers in over 35 countries across six continents and offices in the Americas, Europe, Asia Pacific, and Israel