Client Success Manager- Data Solutions

Next Gear Solutions; United States; Hybrid; USD 51,201 - 64,002; Full time

Benefits offered by this job

Generous PTO

Parental leave

Health plan options

401(k) match

Well-being stipend

Tuition assistance

Referral bonuses

Job summary

Cotality is seeking an experienced account manager to serve as the primary post‑sale contact for clients. You will use in‑depth industry knowledge and product expertise to drive adoption and maximize value, including upselling where appropriate.

This is an individual contributor role in a hybrid United States workplace, offering competitive pay, comprehensive benefits, and opportunities for growth.

Qualifications

• Minimum 2 years of account management or related experience.
• Excellent written and verbal communication skills.
• Knowledge of front-end systems.
• Detail oriented with strong problem solving skills.
• Insurance industry knowledge preferred.

Responsibilities

• Serve as the primary post-sales contact for clients.
• Use industry knowledge and product expertise to drive adoption.
• Demonstrate product features to achieve client results.
• Identify opportunities and close additional revenue.
• Upsell and cross-sell related products/services.
• Coordinate escalations across Marketing, Sales, Services, and Support.
• Support client renewals and retention.

Skills

Account management

Customer service

Communication skills

Product knowledge

Tools

CRM software

Data analysis

Job description

Job Description

What You’ll Be Doing

• Serves as the primary post‑sale point of contact for clients/customers.
• Uses in‑depth knowledge of client industry and/or business processes, deep knowledge of the product being sold and technical expertise to drive and increase adoption and utilization of company products/services.
• Demonstrates product features beyond central functionality to help the customer achieve specific business results and maximum value from the product(s)/services.
• May recommend specific solutions to achieve customer’s desired result.
• Holds direct responsibility for identifying opportunities and closing additional revenue from assigned clients, including upselling and cross‑selling of related products/services; accountable for client renewal and retention results. Ensures best practices are adopted for product use.
• May handle escalations and coordinate across functional areas of the company, including Marketing, Sales, Professional Services, Engineering, Finance, Training, and/or Support.
• May or may not be on a sales incentive plan that is based on individual and/or team sales results (e.g., revenue, bookings, unit sales).
• This is an individual contributor role.

What’s in it For You

• Large (~$2B+ revenue) formerly public information services and data business
• Durable cash flow and profitability regardless of changes in macroeconomic conditions
• Company certified as a global “A Great Place to Work.”
• Hybrid working model—1 day in the office a week for “moments that matter” and the rest of the time can be remote.
• Competitive compensation and benefits!
• Career path for continued professional growth.
• Working with leaders that care about your professional growth!
• Access to our world‑class self‑development portal, centered around you as the employee. We take pride in our work and believe in cultivating a work environment that supports and values our greatest asset: our talented employees.

Job Qualifications

Education, Experience, Knowledge and Skills

• Minimum of 2 years of account management, customer service operations or related experience or equivalent combination of education and experience.
• Excellent written and verbal communication skills
• Knowledge of front end systems
• Must be very detail oriented
• Strong problem‑solving skills
• Knowledge or experience in the insurance industry a preferred

Annual Pay Range

51,201 - 64,002 USD

Benefits Highlights

• Time off: Generous PTO and 11 paid holidays, plus well‑being and volunteer time off.
• Family Support: Up to 16 weeks of fully paid parental leave and a baby stipend.
• Health: Multiple medical plan options with mental health and wellness support offerings.
• Retirement: 401(k) with company match and vesting after one year.
• Financial Perks: $400 annual well‑being stipend and tuition assistance up to $5,250.
• Extras: Recognition Rewards, Referral bonuses, exclusive discounts and more!

Equal Opportunity Employer

Cotality is an Equal Opportunity Employer committed to attracting and retaining the best‑qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law. Cotality maintains a Drug‑Free Workplace.

Cotality is fully committed to a work environment that embraces everyone’s unique contributions, experiences and values. We offer an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package. We are better together when we support and recognize our differences.