Quandri

Account Executive

• Run the complete sales cycle with insurance brokerages and agencies across North America
• Work alongside the VP Sales and CEO to build the Enterprise sales function
• Aim to increase annual recurring revenue by 3X in 2026
• Thrive in complex, enterprise Sales environments
• Close six figure deals and make a positive impact for customers

Mid-Market Account Executive

Customer Success Manager

• Become an expert in our products and be able to clearly communicate the value and impact of Quandri
• Provide adoption and change management sessions with our customers and their teams on how to properly use our product
• Understand the fundamentals of the insurance broker landscape and the day to day broker processes that Quandri improves
• Take responsibility for the management of Customers by being a proactive partner in achieving exceptional results with Quandri
• Build multithreaded relationships with assigned Customers at the primary contact and decision-maker level
• Prepare for and execute proactive Customer touch points that focus on driving value to the Customer
• Resolve concerns, issues and disputes with customers coordinating escalations internally as required
• Track all customer activities in the CRM platform and utilize CRM as a key tool for Customer management
• Ensure CRM data is accurate and up to date
• In partnership with finance, ensure Customers are being billed correctly & support the resolution of any billing errors or disputes
• Coordinate inquiries to the Support and Product team as required
• Interpret reporting with a customer to provide valuable insights and utilize data as a key communication tool
• Proactively coordinate Customer renewals to retain revenue from assigned Customers - renewal motions starting at least 90 days in advance
• Coordinate recovery efforts and salvage offers if a customer has requested cancellation
• Identify upsell or cross-sell opportunities for through ongoing Customer touchpoints
• Provide insights and feedback from our customers to the Customer Success and product team to help shape our product refinement
• Submit feature request forms to Product teams as required
• Learn support workflow and be able to manage the support queue
• Travel may be required

• Become an expert in our products and be able to clearly communicate the value and impact of Quandri
• Understand the fundamentals of the insurance broker landscape and the day to day personal lines renewals broker processes
• Provide adoption and change management sessions with our customers and their teams on how to properly use our product
• Own end-to-end relationships with assigned large enterprise customers as the face and voice of Quandri
• Build and maintain multithreaded connections at executive operational, and technical levels
• Lead strategic conversations, business reviews and executive alignment sessions that drive customer goals, retention and expansion.
• Proactively manage stakeholder changes by identifying and cultivating new contacts while reinforcing existing partnerships
• Develop and execute tailored, data-driven success plans aligned to each customer’s business objectives and insurance workflows
• Lead Mutual Value Plans, Solution Health Reviews and Strategic Business Reviews to demonstrate ROI and impact
• Identify account risks early and coordinate internal resources to mitigate churn and service issues
• Collaborate closely with Sales to uncover and support revenue expansion and upsell opportunities
• Plan, coordinate, and lead end-to-end onsite workshops and working sessions at customer offices, facilitating strategic alignment and collaborative problem solving with both customer stakeholders and internal Quandri teams.
• Drive product adoption through customized guidance and change management tailored for complex insurance brokerages
• Act as the product expert and advisor, translating Quandri’s platform capabilities into tangible business outcomes
• Advocate internally by providing prioritized customer feedback and strategic insights to Product and Engineering teams
• Partner with Implementation, Support, Product, Marketing and Sales teams to ensure a seamless customer experience and timely issue resolution
• Share knowledge and continuously improve customer success methodologies and enterprise playbooks
• Regular travel to customer sites across Canada and the US to lead onsite workshops, strategic meetings and business reviews
• Ability to manage travel logistics, balance remote and in-person engagements

Mid-Market Account Executive

Customer Success Manager

Enterprise Customer Success Manager