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Customer Success Manager

Posted 4 days agoViewed

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💎 Seniority level: Manager, 5+ years

📍 Location: California, Oregon, Washington, Idaho, Montana, Wyoming, Utah, Hawaii, Alaska

🔍 Industry: Employee benefits industry

🏢 Company: ThreeFlow

🗣️ Languages: English

⏳ Experience: 5+ years

🪄 Skills: Data AnalysisSalesforceCustomer SuccessSaaS

Requirements:
  • 5+ years of customer success, client services, or consulting experience at a benefits brokerage firm or insurance carrier.
  • Understanding of industry challenges and trends.
  • Passion for helping clients succeed.
  • Ability to drive action and change using data to build scalable solutions.
  • Comfortable communication skills with strong organization and prioritization abilities.
  • Intermediate to advanced proficiency with Salesforce, Google Docs, and Powerpoint is helpful, though not required.
  • SaaS experience is helpful, though not required.
Responsibilities:
  • Manage a portfolio of brokers and their carrier partners, consulting on how to achieve objectives.
  • Develop relationships with influential users to convert them into ThreeFlow champions.
  • Collaborate cross-functionally with various teams, advocating customer needs.
  • Build and improve processes for collecting customer feedback and maintaining a roadmap.
  • Lead regular customer planning meetings to celebrate outcomes, identify growth opportunities, and manage risks.
  • Understand and forecast business planning to identify growth opportunities.
  • Ensure exceptional customer experience through proactive communication.
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