Client Success Advisor II

Wintrust Financial Corporation•Rosemont, MD

3d•$24 - $31•Hybrid

About The Position

FIRST Insurance Funding, a subsidiary of Wintrust Financial Corporation, provides premium finance services and related agency-focused services and technology. The Client Success Advisor II supports agency and program analysis, sales and client onboarding, client success operations, product training, troubleshooting, reporting, and projects. The role works with the sales team, Integrated Solutions department, and other internal colleagues to help retain clients and keep programs profitable.

Requirements

2–4 years of relevant experience.

Nice To Haves

Associate degree preferred.
Experience with Salesforce and Power BI preferred.

Responsibilities

Analyze agency and program performance using Power BI, Salesforce, FIRST InSite, and Excel-enabled SQL, and provide the sales team and Integrated Solutions department with client information and trends.
Support sales and onboarding by creating proposals, attending client meetings, tracking progress in Salesforce, setting up clients in FIRST InSite and Seismic, and communicating with internal colleagues.
Maintain assignment rules in the Emailgistics system to route client inquiries to the Client Success team and build and maintain reporting metrics.
Conduct FIRST InSite quoting, e-Complete, and product training and demonstrations.
Troubleshoot FIRST InSite, Salesforce, Seismic, Power BI, and other company software using critical thinking.
Manage, administer, and oversee projects assigned by the manager.