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Manager of Customer Success
2 weeks ago
*This position is fully remote and permanent
The Senior Manager, Client Success
has the mandate on managing client relationships, growing a portfolio of accounts, and closing new business. The position works closely with advisors, plan administrators, and internal teams to understand client needs, deliver group benefits solutions, and support ongoing account management while meeting sales and retention goals. Responsibilities: ● Deliver measurable client success outcomes using creative, innovative approaches ● Manage the entire sales cycle and grow a designated portfolio of client accounts ● Achieve sales results and close new business opportunities ● Analyze client needs and providing tailored solutions ● Building and maintain the advisor and Plan Administrator relationship ● Develop and implement account strategies to meet sales targets ● Conduct sales presentations and deliver proposals ● Provide ongoing reporting, group management and foster relationship to advance sales with existing customers ● Track all sales activities in CRM and report to senior management team ● Provide suggestions and guidance to the technical/operations team ● Perform other relevant duties as assigned
REQUIRED SKILLS AND EXPERIENCE
● 3+ years work experience in a similar role such as insurance or group benefits or client services
● Bilingual proficiency in written and oral communication
● Post-secondary in relevant field of study
● Demonstrated knowledge of group benefits and related products
● Able to interpret and understand of complex contracts
NICE TO HAVE SKILLS AND EXPERIENCE
● Creative and innovative approach to problem solving with the ability to make decisions, being results oriented ● Demonstrates strong interpersonal skills while consistently projecting a professional image and demeanor ● Maintains a positive attitude and collaborates effectively as a team player with both internal and external stakeholders ● Valid Driver's License and access to a vehicle ● GBA Designation an asset
