Customer Success Lead — Build Strong Client Partnerships

Pinecrest Group; Dallas (TX); Sur place; USD 65 000 - 95 000; Plein temps

Résumé du poste

Pinecrest Group is seeking a Customer Success Manager in Dallas to build strong client relationships and serve as the main point of contact throughout the client journey. You will help collect essential documents, ensure smooth communication, and coordinate with internal teams to deliver tailored solutions.

You will manage the service cycle, handle renewals and enrollments, and proactively address client inquiries.

Qualifications

• 2+ years in a client-facing role, preferably in insurance, employee benefits, or related field.
• Strong understanding of benefits administration and payroll systems.
• Exceptional verbal and written communication; ability to simplify complex details.
• Proven ability to manage multiple clients, prioritize tasks, and meet deadlines.
• Proactive problem-solving and analytical skills with attention to detail.

Responsabilités

• Maintain and grow a diverse client portfolio; serve as primary contact.
• Manage and track client progress through the service cycle with timely follow-ups.
• Oversee key account functions: reconciliations, audits, terminations, enrollments, renewals.
• Proactively address client inquiries and provide tailored solutions.
• Engage with clients by phone to address concerns and explain policy details.
• Analyze client accounts and identify cross-selling opportunities.
• Ensure accurate documentation and reporting through the process.

Connaissances

Client relationships

Communication

Prioritization

Problem solving

Outils

Excel

Payroll platforms

Description du poste

Pinecrest Group is seeking a Customer Success Manager in Dallas to build strong client relationships and serve as the main point of contact throughout the client journey. You will help collect essential documents, ensure smooth communication, and coordinate with internal teams to deliver tailored solutions.

You will manage the service cycle, handle renewals and enrollments, and proactively address client inquiries.