Customer Success Onboarding Specialist - Agency
New
C
Canopy ConnectInsurance Tech
Remote (USA & Canada)Full-TimeMiddle
Salary$65,366 - $77,979 depending on experience and skills
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Job Details
- Experience
- 2 years of experience
- Required Skills
- CRM
Requirements
- 2 years of experience implementing sales enablement software in professional service companies (e.g., insurance, wealth planning, accounting).
- Demonstrated ability to work with clients from a variety of technical backgrounds.
- Experience delivering software demos and training in a high-volume environment.
- Experience delivering online training to groups of up to 50 people.
- Ability to learn different platforms quickly (e.g., CRM, AMS, Raters).
- Background in selling insurance software (preferred).
- Deep insurance industry knowledge (preferred).
Responsibilities
- Ensure agency customers successfully implement and adopt the Canopy Connect platform.
- Act as a consultant to help clients grow their businesses and sell more premium.
- Deliver software demonstrations and training sessions to clients.
- Conduct online training for groups of up to 50 people.
- Master the platform and guide clients across various technical backgrounds in CRM, AMS, and Raters software.
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