Customer Success Manager - Insurance Vertical

InvoiceCloud•Boston, MA

41d

About The Position

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. Your success is your client's success. As their CSM you will be responsible for managing the day-to-day and ensuring your clients are realizing the highest value from our platform. Your goal is to create relationships that result in your ability to implement programs that drive retention, increase payment adoption, grow revenue, and expand the client's awareness and utilization of Invoice Cloud's full suite of services. Your insurance experience is a huge part of being able to relate to your portfolio. Areas of Responsibility: As an Invoice Cloud Customer Success Manager, you will be focused on three key areas, retention, growth and advocacy. Driving deep engagement to build lasting relationships with your clients is the key to achieving success across these three focus areas. A qualified CSM will excel in: Building "trusted" relationships with your clients and delight them at every turn Understand the key client health indicators and take necessary steps to minimize any potential churn Fully understand their clients (and contacts) and identify what is needed to retain and grow them Develop a deep understand the Invoice Cloud solutions to have discussions with their clients regarding current products and services Strong understanding of the insurance space and ability 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. This allows you to understand issues, describe them and formulate a potential resolution with the supporting Invoice Cloud departments Develop trusted relationships with your portfolio that leads to customer references Knowledge of core insurance software systems is a huge plus

Requirements

Strong relationship management experience with proven track record of driving retention and growth, while delighting the client both in person and over phone/Teams
Customer driven, results oriented, efficient, and willing to go the extra mile.
Outstanding verbal, written, presentation and interpersonal skills are required
Self-starter with a demonstrated ability to achieve results
Excellent time management, organizational and planning skills
Experience using standard MS Office tools and Salesforce

Nice To Haves

Experience with electronic billing products and services, such as payment processing, merchant services or electronic payments a huge plus.
Knowledge of core insurance software systems is a huge plus

Responsibilities

Building "trusted" relationships with your clients and delight them at every turn
Understand the key client health indicators and take necessary steps to minimize any potential churn
Fully understand their clients (and contacts) and identify what is needed to retain and grow them
Develop a deep understand the Invoice Cloud solutions to have discussions with their clients regarding current products and services
Strong understanding of the insurance space and ability 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. This allows you to understand issues, describe them and formulate a potential resolution with the supporting Invoice Cloud departments
Develop trusted relationships with your portfolio that leads to customer references

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