Customer Success Manager - Insurance Vertical

We are seeking an experienced Customer Success Manager (CSM) to join our Insurance Vertical to build a strong relationship with a select group of clients (carriers). You will be the advocate for your clients, responsible for managing the day-to-day and ensuring they are realizing the highest value from our platform.

Requirements

• Building ‘trusted’ relationships with clients and delighting them at every turn
• Understanding key client health indicators and taking necessary steps to minimize any potential churn
• Fully understanding clients and their needs to retain and grow them
• Developing a deep understanding of Invoice Cloud solutions to have discussions with clients regarding current products and services
• Strong understanding of the insurance space and ability to share best practices with clients
• Work with clients to implement programs that drive higher payment adoption
• Be well-versed on all Invoice Cloud products to up-sell services and generate customer success qualified leads that result in new revenue
• Have a high-level understanding of how the technology for assigned clients works
• Develop trusted relationships with portfolio that leads to customer references

Benefits

• Base salary is one component of total compensation
• Employees may also be eligible for an annual bonus or commission
• Some roles may also be eligible for overtime pay