Enterprise Client Success Manager
4 weeks ago
About the Role:
As a key member of our team, you will play a pivotal role in driving customer success, revenue expansion, and product utilization by ensuring the activation, engagement, success, retention, and growth of our key, enterprise, or mid-market clients.
This role is focused on high-impact, high-value activities in all aspects of business development and retention.
Key Responsibilities:
- Develop a deep relationship with the customer and an understanding of their employee health to suggest specific product features, interventions, and value propositions - map and build relationships with key stakeholders for your accounts to ensure they are engaged with us throughout the year
- Be a strategic partner and advisor to the client, discovering new opportunities to work together for mutual benefits
- Increase renewal rates, drive adoption and consumption, improve customer satisfaction, and work with our customers to generate new business (upsell and cross-sell)
- Learn about health insurance and benefits so that you can articulate the value to existing and new customers - educate our clients about health benefits management and onboard them to our dashboards and roster management tools
- Help execute and iterate the onboarding experience to maximise client enrolment in our app and understanding of our benefits
- Be the customer's voice within our company providing feedback to our product team to develop/identify new features
- Serve as the internal voice of the customer and advocate for our client's needs (services, support, product management, executive alignment)
- Be extremely process-driven and document notes, MoMs, RCAs and managing escalations with clients and driving them internally across different teams
- Manage and track ongoing roster management such as addition/deletion of employees on an ongoing basis and share active employee lists and premium consumed statements with clients on a recurring basis
- Define and measure leading indicators and calculate risk forecasts based on product adoption; close renewal, upsell, and cross-sell opportunities within assigned client accounts, in partnership with the sales team
- Identify opportunities for customer references, testimonials and case studies
- You may be required to travel on-demand to a customer site for short visits
Requirements:
- Minimum 5 years of experience in customer success serving enterprise customers with more than 1000 employees
- Experience working at an insurance broking industry preferred
- Has prior sales experience or feels comfortable selling
- Process-oriented and analytical
- Previous experience using CRM tools, ticketing software and other tech enablement preferred
- Advanced knowledge of Microsoft Excel and Word
- Passion for solving client challenges and commitment to client delight
- Proven ability to coach, mentor, and develop individual contributors
- Naturally curious, with excellent critical-thinking skills
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