AgencyBloc

Key Account Client Success Manager

AgencyBloc

full-time

Posted on:

Location Type: Office

Location: Cedar Falls • Iowa • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Cultivate and maintain long-term, trusted relationships with our valued customers
  • Drive adoption of the AgencyBloc suite of products and services
  • Champion client success ensuring exceptional client experiences
  • Manage a book of business of approximately 100 accounts equaling over $4M in ARR
  • Own personal KPI’s including gross retention, logo retention, cross selling, and upselling
  • Spearhead client relationships throughout the client lifecycle
  • Plan and lead Quarterly Business Reviews (QBRs) and Executive Business Reviews (EBRs)
  • Work with clients to ensure alignment of AgencyBloc services with business goals
  • Monitor and identify adoption trends, providing recommendations based on customer needs
  • Identify and cultivate relationships with executive leadership within the organizations

Requirements

  • 5+ years of experience in the life and health insurance industry
  • 3+ years of experience in managing a book of business in a key-accounts or enterprise customer-facing role
  • Experience developing relationships with C-Suite individuals within your book of business
  • Strong analytical skills with demonstrated ability to leverage data to inform decisions
  • Excellent interpersonal skills, highly organized and efficient
  • High level of comfort with technology
  • Excellent written and verbal communication skills
  • Motivated by the opportunity to be part of a fast-moving, entrepreneurial team
  • Personal characteristics of the ideal candidate include quick thinking and problem solving, flexibility, adaptability, resilience, positive attitude, collaborative nature, self-starter, and a team-first mentality.
Benefits
  • Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft skills
interpersonal skillsanalytical skillsorganizational skillscommunication skillsproblem solvingflexibilityadaptabilityresiliencecollaborative natureself-starter