Customer Success Manager – BillReview IQ

Sedgwick; United States; À distance; USD 90 000 - 150 000; Plein temps

Résumé du poste

Sedgwick is seeking a Senior Customer Success Manager to oversee national and international client accounts, focusing on strategic relationship management, service delivery, and growth initiatives. You will lead complex reporting, renewal negotiations, and cross-functional collaboration with teams including the Expert Bill Review group.

The role requires strong leadership, advanced communication, and a deep understanding of legal spend management and litigation processes.

Qualifications

• Eight (8) years of related experience or equivalent combination of education and experience required to include three (3) years legal spend management and/or litigated claims experience.
• Demonstrates deep expertise in customer service and one or more of the following: legal spend management, insurance defense litigation.
• Exhibits superior communication, leadership, and negotiation skills.
• Ability to understand client needs, discuss alternatives and make recommendations and manage client expectations.
• Technical skills for gaining in-depth product knowledge, including self-directed learning.
• Shows advanced proficiency with Microsoft Office and complex reporting tools.
• Ability to manage multiple high-priority projects in a dynamic environment.
• Possesses exceptional analytical, strategic thinking, and interpersonal skills.
• Ability to work in a team environment.
• Ability to handle conflict and confront challenging issues in a fast work environment.
• Ability to meet or exceed Performance Competencies

Responsabilités

• Executes contract renewals for major clients, including complex pricing negotiations.
• Develops and delivers advanced stewardship reports and dashboards tailored to client requirements.
• Advises clients on advanced bill review audit strategies and program optimization.
• Acts as the senior liaison for clients, proactively manages relationships, and ensures high satisfaction across multiple stakeholders.
• Leads and coordinates large-scale project initiatives, collaborating with cross-functional teams including the Expert Bill Review group.
• Identifies, develops, and pursues strategic cross-selling and business expansion opportunities.
• Analyzes and resolves high-impact issues affecting customer satisfaction and retention.
• Mentors and supports other team members as needed.

Connaissances

Customer service

Legal spend management

Insurance defense litigation

Communication

Leadership

Negotiation

Understanding client needs

Self-directed learning

Microsoft Office

Complex reporting tools

Project management

Analytical thinking

Strategic thinking

Interpersonal skills

Teamwork

Conflict management

Performance competencies

Formation

Bachelor’s degree (preferred)

Outils

Microsoft Office

Complex reporting tools

Description du poste

By joining Sedgwick, you’ll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve.

Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies

Certified as a Great Place to Work®

Fortune Best Workplaces in Financial Services & Insurance

PRIMARY PURPOSE

: The Customer Success Manager leads the management of large-scale, national, or international BillReview IQ client accounts on Legal-X and/or Legal eXchange. This position is accountable for strategic client relationship management, oversees complex service delivery, and drives customer retention and growth. The role requires advanced expertise in client engagement, addresses sophisticated reporting and operational needs, and provides leadership in identifying and executing expansion opportunities.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Executes contract renewals for major clients, including complex pricing negotiations.
• Develops and delivers advanced stewardship reports and dashboards tailored to client requirements.
• Advises clients on advanced bill review audit strategies and program optimization.
• Acts as the senior liaison for clients, proactively manages relationships, and ensures high satisfaction across multiple stakeholders.
• Leads and coordinates large-scale project initiatives, collaborating with cross-functional teams including the Expert Bill Review group.
• Identifies, develops, and pursues strategic cross-selling and business expansion opportunities.
• Analyzes and resolves high-impact issues affecting customer satisfaction and retention.
• Mentors and supports other team members as needed.

ADDITIONAL FUNCTIONS and RESPONSIBILITIES

• Performs other duties as assigned.
• Travel as required.

QUALIFICATIONS

Education & Licensing

Bachelor’s degree from an accredited college or university preferred.

Experience

Eight (8) years of related experience or equivalent combination of education and experience required to include three (3) years legal spend management and/or litigated claims experience.

Skills & Knowledge

• Demonstrates deep expertise in customer service and one or more of the following: legal spend management, insurance defense litigation
• Exhibits superior communication, leadership, and negotiation skills
• Ability to understand client needs, discuss alternatives and make recommendations and manage client expectations
• Technical skills for gaining in-depth product knowledge, including self-directed learning
• Shows advanced proficiency with Microsoft Office and complex reporting tools
• Ability to manage multiple high-priority projects in a dynamic environment
• Possesses exceptional analytical, strategic thinking, and interpersonal skills
• Ability to work in a team environment
• Ability to handle conflict and confront challenging issues in a fast work environment
• Ability to meet or exceed Performance Competencies

WORK ENVIRONMENT

When applicable and appropriate, consideration will be given to reasonable accommodations.

Mental:

Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines

Physical:

Computer keyboarding, travel as required

Auditory/Visual:

Hearing, vision and talking

The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.

Sedgwickis an Equal Opportunity Employer and a Drug-Free Workplace.

Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.