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Fierce Advocates of Health, Success and Financial Security
Client Success Specialist
Location
United States
Posted
87 days ago
Salary
$50K - $65K / year
Seniority
Senior
Job Description
Client Success Specialist
OneDigital
• Serve as client specialist for assigned clients, designing and directing onboarding strategies, timelines, and risk mitigation plans • Own the end-to-end onboarding plan including scope, timeline, dependencies, and deliverables • Lead client success meetings, establish agendas, drive decisions, and ensure accountability for outcomes • Execute the setup and onboarding of employee benefit programs with carriers and vendors • Ensure accurate completion of carrier submissions, plan setup, and enrollment readiness • Establish onboarding controls to ensure data integrity, compliance, and operational readiness prior to client launch • Manage carrier, vendor, and HRIS platform deliverables and timelines • Provide operational guidance to Client Executives regarding onboarding readiness and requirements • Serve as the primary operational contact for clients during onboarding • Lead the transition of onboarded clients to the Account Management and retention teams
Job Requirements
- 5+ years of experience in employee benefits brokerage, benefits administration, or implementation roles
- Demonstrated experience leading client onboarding or implementation projects
- Experience advising on benefits administration, eligibility rules, and platform configuration
- Active Life & Health insurance license preferred
- Strong analytical, communication, and client relationship management skills
Benefits
- health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
- variable compensation
- commission
- annual bonus based on performance
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses
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• Develop and maintain strong, long-lasting customer relationships by becoming a trusted advisor to a dedicated portfolio of clients • Collaborate with customers to define and track key performance metrics and ensure they are meeting their overall business objectives • Leverage knowledge of each customer account to develop and maintain account-specific Success Plans • Provide regular updates, reporting, and periodic business reviews to customers and Five9 leadership on customer success outcomes and engagement • Identify and address any potential issues or risks that may impact customer satisfaction or retention • Understand customer business goals and challenges to align Five9 solutions that drive success and value for the customer • Proactively identify and address customer issues or concerns, and provide effective solutions • Use data and analytics to track and measure customer success metrics and evaluate/present business outcomes • Work closely with internal teams including Professional Services, Product, and Support to ensure customer satisfaction and retention • Coordinate with Sales and TAMs on increased business opportunities within the account base
• Lead, mentor, and grow a team of Customer Success Managers, positioning them to succeed in assisting Five9 customers in maximizing their investment in Five9 solutions. • Anchor CSM performance to Five9’s Global Customer Success OKR framework. • Ability to successfully manage competing priorities. • Develop and implement best practices for the Enterprise Customer Success program while assisting your team in shepherding large, complex implementations through go live and ramps. • Develop and manage collaborative relationships with internal partners including Professional Services, Sales, and Five9 executive staff to help streamline and accelerate onboarding of these customers. • Build and maintain strong, long-lasting customer relationships including trusted advisor relationship with key customer stakeholders and executive sponsors, ensuring team alignment with customer’s business goals and objectives. • Develop the team’s understanding of Five9’s products, services, and support processes, understanding customer business goals and objectives, and ensuring Five9 solutions deliver desired outcomes for our in-base customers. • Execute on existing and develop new strategies to reduce customer churn and increase customer lifetime value. • Participate in de-escalation calls in support of the CEM and overall project team to ensure that clients understand challenges and how to work around them. • Ability to recruit and retain “A” players to build highly effective teams. • Provide strong operational management, reporting, and team skills for managing both a team and customer base.
Client Success Manager
JenzabarFounded in 1998, Jenzabar is a web portal and e-learning company that provides software services and support to more than 1,300 institutions of higher learning
• Maintain positive client relationships to maximize product/service satisfaction • Act as a liaison between organization and clients • Leverage data captured in other areas of Jenzabar to personalize and address client’s needs and ROI • Client Service training for continuous improvement • Visit and/or conduct annual reviews with each client • Identify, develop, and maintain strategic relationships with senior level contacts • Integral part of strategizing on accounts with Account Executive & Sales Manager to establish future sales • Collects feedback on how products are meeting the needs of the client and identifying how this can be improved • Represent Jenzabar at related regional conferences within your territory • Deeper level of understanding of our 3rd party relationships and opportunities & positioning • Visit clients on campus in the US and Canada annually • Ability to travel 25-50% • Other tasks as assigned
• Establish a trusted/strategic advisor relationship with each assigned customer and drive continued value of Velsera solution and services. • Work with customers to build Customer Success Plans, establishing critical outcomes, and key performance indicators then apply a deep understanding of Customer Health to maximize their achievement. • Assist customers by introducing them to the most appropriate best practices and other enablers for success at each stage of the Velsera Customer Journey. • Identify the need for and create playbooks, solutions, best practices and other shared assets, to improve customer effectiveness and efficiency. • Provide insights to customers with respect to the availability and applicability of new features (or deprecation/EOL of the same). • Act as a customer advocate in all internal Velsera activities, including product road-mapping, and account planning. • Take a risk-based approach to monitoring customer sentiment and managing account escalations. • Measure and monitor customers’ achievement of critical and key performance indicators, reporting both internally to Velsera account stakeholders and externally to Customer Sponsors and Executives. • Identify, qualify and support the positioning of additional business cases to expand Velsera usage within the customer organization. • Identifying and executing on opportunities for upsell and expansions with our existing customer base. • Manage customer renewal cycle from initial approach through contracting to ensure revenue retention.



