Client Advisory Services Manager

Earnix•Boston, MA

About The Position

Lead our Client Advisory Services team—a specialized group of insurance industry experts focused on unlocking maximum customer value from Earnix software. You'll own both the strategic maturity assessment process and the advisory function that empowers our customers and PS consultants to implement and leverage Earnix for competitive advantage in pricing and underwriting.

Requirements

Deep insurance industry expertise with 12+ years of progressive experience in P&C insurance operations, pricing, or underwriting (or equivalent in insurance-adjacent consulting)
5+ years of insurance consulting experience designing and executing process assessments, building maturity models, and developing strategic recommendations for insurers on pricing and underwriting transformation
Customer-facing communication skills to translate complex technical and analytical concepts into clear business value for C-suite and operations teams
Program and project management to oversee assessment design, delivery, and tracking of customer outcomes across regions
Cross-functional insurance process knowledge with the ability to advise on interconnected workflows spanning pricing, underwriting, and other insurance functions
Data analysis and business acumen to interpret performance metrics, identify trends, and make evidence-based recommendations
Training and knowledge transfer expertise to develop your team and drive adoption of new assessment approaches
Proficiency with presentation tools and documentation to create high-quality, branded customer artifacts and internal reports

Nice To Haves

Strategic vision and insight into insurance industry transformation; the ability to see where customers are today and guide them toward competitive advantage
Proven leadership at a team level with demonstrated success building, developing, and retaining high-performing technical teams (mentoring, succession planning, capability building)
Executive presence and influence to align cross-functional partners (EMEA teams, sales, customer success, PSCs) around shared goals without direct authority
Intellectual curiosity and continuous improvement mindset — you stay current on industry trends, Earnix product evolution, and emerging customer needs
Customer empathy combined with business rigor — you balance "what the customer needs" with "what drives measurable business outcomes"
Attention to quality and consistency while managing change across regions and maintaining high standards in assessment methodology and artifacts
Collaboration and partnership orientation — you view other PS teams, account teams, and EMEA counterparts as partners in customer success, not competitors
Coaching and mentoring capability — you develop your team's expertise through delegation, feedback, and knowledge sharing rather than directing every decision
Resilience and adaptability in a fast-moving SaaS environment where product capabilities, customer needs, and market conditions evolve rapidly

Responsibilities

Own the Maturity Assessment Strategy: Design, develop, and maintain the customer maturity assessment framework and methodology that identifies improvement opportunities in pricing and underwriting processes.
Oversee all aspects of the assessment—from content development and customer delivery through to measurable business impact.
Create and evolve customer-facing artifacts (assessments, scorecards, roadmaps) that translate technical findings into actionable business recommendations.
Partner with other regional leadership to ensure assessment consistency, quality standards, and continuous improvement across regions.
Lead and Mentor a Specialized Advisory Team: Build and manage a high-performing team of experienced SMEs with deep insurance industry backgrounds.
Foster a culture of expertise, innovation, and collaborative problem-solving.
Develop your team's capabilities in complex Earnix implementations and advanced use cases.
Serve as Center of Excellence on Customer Value Realization: Apply a deep understanding of Earnix software offerings present a roadmap to additional customer value.
Advise PS Consultants on complex, non-standard implementations and innovative approaches to maximize customer value.
Elevate implementation quality across the PS organization by sharing insights from your team's specialized work.
Identify patterns and opportunities to expand value realization across the customer base.
Drive Measurable Customer Outcomes: Guide customers through assessments that demonstrate how Earnix can improve their pricing strategy, underwriting processes, and overall competitive positioning.
Ensure each customer engagement translates into concrete value—whether through process optimization, pricing improvements, or operational efficiency.
Partner with account teams to embed value realization into customer success and renewal strategies.
Identify and scope paid advisory projects with customers seeking strategic guidance on pricing and underwriting transformation, ensuring engagements are clearly resourced and tied to measurable outcomes.
Deliver advisory engagements that validate assessment recommendations, deepen customer relationships, and build repeatable, scalable advisory service offerings.