Senior Customer Success Manager – Insurance
ActiveProspect
Senior Strategic Partnerships Executive
Beam Benefits
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $90,000 - $100,000 per year
Job Level
Senior
About the role
- Consistently meet or exceed assigned partnership sales objectives, including monthly, quarterly, and annual booking targets, by becoming an extension of the partner’s end to end sales process. This includes supporting your partners in prospecting, lead generation, qualifying opportunities, delivering presentations, understanding employer benefit challenges, developing solutions and proposals, forecasting & pipeline management, providing various reporting (i.e. production, quoting and commissions) and overcoming objections
- Develop and deliver all partner specific sales training and plug into sales meetings to ensure full understanding of Beam’s value proposition, products and differentiators
- Help your partners understand and identify Beam target markets, preferred industries and favorable size segments and develop partner go to market strategies to grow market share and our footprint
- Establish and expand strong, productive relationships within your partner’s sales hierarchy, ensuring Beam adoption and positioning in market by attending partner’s regular sales meetings as well as leadership partnership performance and planning discussions
- Develop and maintain accurate partner specific sales performance data to inform partnership visibility, mutual collaboration to achieve sales objectives and proactively identify obstacles to course correct fostering mutual commitment and accountability to achieve sales goals
- Stay informed about new product and feature launches, ensuring partners are up-to-date and equipped to succeed
- Work cross functionally with your CSM, Finance, UW, Product and other team members to deliver exceptional, accurate and timely customer service, solicit and act on partner feedback to ensure efficient and optimal partner processes are executed. You are the champion of internal understanding of the partnership, our relationship, their priorities and needs and what partner success looks like.
- Track and analyze activity and sales metrics to ensure alignment with goals. Regularly collaborate with Beam leadership to identify trends and ensure both you and partners are progressing toward success
- Use Salesforce to track and optimize your activity as well as partner performance to drive results and improve efficiency
Requirements
- 3+ years of B2B sales experience in a high-volume role focused in employee benefits space
- 2+ years of sales experience win a strategic partnership sales capacity
- Expert in positioning dental, vision, life, disability, and/or supplemental health products
- Demonstrated success in meeting assigned sales targets
- Understanding of distribution models in the benefits space, with the ability to activate alternate channel partnerships to drive revenue growth
- Ability to generate and analyze reports to optimize sales performance and enhance the purchasing experience within channel partner’s ecosystem
- Strong organizational skills combined with exceptional written and verbal communication abilities
- Ability to quickly learn new ancillary product lines and adapt to dynamic sales processes and tools
- Effective Salesforce user to manage pipeline and BoB
- Active license required
- A passion for developing relationships within the employee benefits community, with an emphasis on in-person engagement and rapport-building
- Ability to travel up to 30% of the time for in-person meetings, events to maximize partner relationships as well as for internal strategic sessions as needed
