Customer Relationship Associate

Gradient AI; United States; Remote; USD 65,000 - 80,000; Full time

Job summary

A growing technology startup in the United States is seeking a Customer Relationship Associate to manage health insurance client relationships. The successful candidate will act as a trusted advisor, prepare presentations, and document client interactions. Applicants should have 3+ years in customer-facing roles within the insurance industry and possess strong communication and organizational skills. Benefits include flexible schedules, stock options, and a full benefits package.

Benefits

Generous stock options

Flexible schedule

Paid parental leave

Full benefits package

Qualifications

• 3+ years of experience in a customer-facing role in the insurance industry, preferably health insurance.
• Exceptional documentation and detail-oriented skills are essential.
• Ability to manage a high volume of clients effectively.

Responsibilities

• Manage relationship with health insurance clients and act as their trusted advisor.
• Prepare and run regular touch points with clients including presentations and business reviews.
• Document communication notes in Salesforce and manage client action items.

Skills

Customer service orientation

Relationship-building skills

Attention to detail

Organizational skills

Communication skills

CRM experience

PowerPoint proficiency

Tools

Salesforce

PowerPoint

Job description

Gradient AI is a fast-growing startup, bringing state-of-the-art Artificial Intelligence (AI) and Machine Learning (ML) solutions to the trillion-dollar insurance industry. Founded in 2018, we have raised $30M from top Insurtech investors to continue fueling our growth. Our software-as-a-service platform provides bias-free, data-driven insights, enabling insurance companies to profitably run their business and expand their offerings to underserved people and markets.

About the Role

We are searching for a Customer Relationship Associate to join our Client Services team. This person will be responsible for relationship management for our health insurance clients. This individual will act as the customer’s trusted advisor, understand the customer’s business objectives, and answer questions about the technical components of our solutions.

Key Responsibilities

• Prepare and run regular touch points with clients that include presentations, business reviews, model updates and product roadmap
• Review client dashboards to confirm usability and generate insights on model results
• Thoroughly document notes from calls within Salesforce and manage action items with each client
• Acts as the voice of the customer by delivering feedback to internal teams identifying customer needs, ideas, and challenges
• Coordinate with internal teams to access additional resources and facilitate the solutions and tools needed by customers

Qualifications

• 3+ years of experience supporting clients in a customer facing role in the insurance industry; health insurance experience strongly preferred
• Highly organized, with the ability to set, meet, and exceed time-sensitive objectives
• Exceptional attention to detail and documentation skills; able to manage a high volume of clients effectively
• Customer service–oriented with strong relationship-building skills
• Excellent verbal and written communication abilities
• Proficient in PowerPoint and experienced in building professional presentations
• CRM experience (e.g., Salesforce) strongly preferred
• Experience with SaaS products is a plus

What We Offer

• A fun, team-oriented startup culture.
• Generous stock options - we all get to own a piece of what we’re building.
• Flexible schedule that supports working from home.
• Paid parental leave.
• Company issued Macbook and equipment reimbursement
• Full benefits package including medical, dental, vision, 401k, and more.
• Ample opportunities to learn and take on new responsibilities.
• We are an equal opportunity employer.

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