Client Success Manager - Pension Team
About The Position
We are looking for a Client Success Manager - Pension Team (CSM) who's primary focus will be to retain our customers lifetime value of the account. The Client Success Manager will work with a defined set of existing clients and be responsible for understanding account needs and requirements for each client. This includes understanding the segment business environment, identifying ongoing retention opportunities, managing the whole customer life cycle: onboarding, engagement, product & service utilization, and forwarding sales opportunities to the segment General Manager (GM) or New Business Development Managers.
Requirements
- Bachelor’s degree in Sales, Business Administration, management, finance, or related area (or equivalent experience)
- 3-5 years experience building rapport with clients, understanding their business goals, presenting appropriate solutions, and utilizing advanced skills in persuasion and negotiation to close a sale
- Experience managing and retaining large and complex clients
- Proven ability to meet/exceed targets
- Proficiency using Microsoft Office, Salesforce.com, web technologies, and other applicable software applications
- Must be currently legally authorized to work in the U.S. without sponsorship for employment visa status (e.g., H1B status, 0-1, TN, CPT, OPT, etc.). We are unable to sponsor or take over sponsorship of an employment Visa at this time or in the future.
Nice To Haves
- Familiarity with software as a services (SaaS) and ‘value selling’ (e.g., Challenger Sale or Solution Based Selling)
Responsibilities
- Achieve assigned revenue retention targets within assigned account base, including managing renewals
- Assist in training/onboarding of other Client Success Managers
- Share industry and product experience to mentor more junior team members
- Obtain customer feedback by encouraging Net Promoter Score (NPS) survey participation throughout account lifecycle; track customer satisfaction rates and follow-up as needed
- Act as point person for customer on-boarding and training
- Analyze results and lead client presentations on 30-day,quarterly and annual reviews
- Manage all Request for Proposals (RFPs) associated with assigned accounts
- Work with Account Advisors to respond to client inquiries and be the primary point of contact for day-to-day client needs
- Ensure billing/invoicing arrangements are in place and client data is accurate
- Update CRM (Salesforce) with activity (calls and meetings)
- Attend customer conferences or events
- Perform other related duties as assigned
Benefits
- Comprehensive health insurance, dental insurance, and vision coverage
- Company-paid life insurance, short and long-term disability insurance
- Generous PTO, paid holidays, and floating holidays
- Summer hours: Participating employees will enjoy a half day every other Friday
- Investment in career development including LinkedIn Learning and professional development funds
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
