Senior Client Success Manager – Central/Mountain/Pacific Time Zones
Beam Benefits
full-time
Posted on:
Location Type: Remote
Location: California • Colorado • United States
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Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- Provide proactive client management through managing the onboarding of new groups
- Own open enrollment support by leading or participating in meetings
- Own client renewals by identifying cross-sell and upsell opportunities
- Own a book of business and understand the needs of the brokers and clients
- Generate/request reports and derive insights from data
- Execute at a high volume with a variety of processes/activities
- Collaborate cross-functionally with multiple internal team members
Requirements
- 3-5 years of experience in a client facing role
- Requirement to have your Life & Health license
- Experience in communicating to multiple stakeholders both tactically and strategically
- A history of investigating and solving client issues
- Excellent organizational skills and attention to detail
- Ability to quickly learn new product lines and adapt to dynamic sales and service processes
- Experience with Salesforce or other CRMs or Client Success tools preferred
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client managementonboardingopen enrollment supportcross-sellupselldata analysisreport generationproblem solvingsales processesservice processes
Soft Skills
communicationorganizational skillsattention to detailcollaborationadaptabilitystakeholder managementtactical communicationstrategic communicationclient issue resolutionproactive approach
Certifications
Life & Health license