ReSource Pro

Customer Success Manager

• Serve as the senior point of contact and strategic liaison between key clients/internal stakeholders and operational units, leading complex onboarding efforts and owning the end-to-end tracking of high-impact requests through established workflow/ticketing systems (30% of time).
• Act as the senior owner for service delivery performance across assigned accounts, monitoring KPIs/SLAs, overseeing major incidents to drive root-cause analysis, championing continuous process improvements, and producing executive-ready performance reports (30% of time).
• Develop and deepen executive-level relationships, driving sustained revenue and account growth by leading structured, data-driven QBRs and proactively identifying upsell, cross-sell, and solution expansion opportunities in partnership with Sales and Account Management (30% of time).
• Collaborate with co-workers and supervisors to meet client needs, look for opportunities to build expertise in underwriting, and serve as a resource and mentor to junior team members while helping lead new hire training (10% of time).
• Support a positive, respectful, and collaborative workplace culture by promoting open, solution-oriented communication, encouraging teamwork, and maintaining a focus on shared goals and productivity.

Senior Client Success Consultant

Solutions Engineer

• Leverage Subject Matter Expertise: Act as the P&C insurance domain expert during the sales process for carriers, MGAs, and brokers.
• Conduct detailed needs assessments, lead consultative client discussions, and help develop ReSource Pro’s integrated service and product solutions stack.
• Develop & Deliver Solutions: Lead the solution development and blueprint creation process.
• Architect specific, detailed solutions (encompassing data, analytics, automation, and processes), manage cross-functional teams to ensure a cohesive strategy, assess operational/financial risks, and lead solution defense conversations with clients.
• Contribute to Thought Leadership: Enhance ReSource Pro’s position as an industry leader by leading webinars, authoring white papers, contributing to the corporate blog, and engaging at industry trade shows.
• Drive Cross-Functional Efficiency: Support RFI/RFPs and analyst relations.

Solutions Architect

Account Executive

• Develop and maintain deep, influential relationships with C-level executives, stakeholders, and decision-makers within assigned retail insurance accounts.
• Act as the primary trusted partner to understand their unique business goals, challenges, and activity.
• Drive account strategy, planning, and execution to achieve annual sales and retention targets.
• Introduce new products and services, manage the entire sales lifecycle, and use insurance industry knowledge to deliver compelling, value-based propositions that close sales.
• Work seamlessly with our global Service Delivery, Operations Advisory, and Solutions teams to onboard new services and ensure client satisfaction.
• Stay ahead of market trends and actively network within associations and trade groups to generate new business opportunities and elevate our brand visibility.

Business Development Client Executive, Insurance Carrier Vertical

• Create processes and cross-functional project plans for the onboarding of large strategic clients
• Manage communications to client contacts ranging from C-level executives to general staff.
• Lead client deliverables, including metric reporting and the establishment of governance plans.
• Execute effectively by training client employees and creating comprehensive procedure documentation.
• Analyze productivity and capacity to provide critical input for strategic client planning.
• Identify trends in service delivery to proactively manage client expectations and results.
• Develop and deliver executive-level presentations regarding ReSource Pro’s engagement and services.
• Partner with Client Executives to identify and facilitate opportunities for service expansion.
• Facilitate process improvement sessions to optimize operational effectiveness for our partners.
• Resolve complex escalations to ensure standards are met for both internal teams and clients.
• Coordinate with IT and internal functional departments to meet common goals and deliverables.

Partnership Executive – Customer Success Manager

Director

• Build, develop, and lead a team of client advisors, driving performance through clear quota setting, regular pipeline inspection, and disciplined forecasting.
• Conduct quarterly and annual performance reviews tied to sales outcomes, including win rates, deal velocity, and account growth.
• Support your team in the field through client visits and remote calls to contribute to deal strategy and advance the sales pipeline.
• Ensure client satisfaction and retention by fostering trusted partner relationships that increase utilization of ReSource Pro services.
• Work closely with on- and offshore delivery teams to troubleshoot concerns and negotiate renewal terms.
• Contribute to the development of organizational business development standards, practices, and cross-team learning initiatives.
• Foster a collaborative and solution-oriented workplace culture by upholding professionalism and engaging in constructive conversations.
• Maintain individual contributor account management responsibilities for a portfolio of key accounts.

Director, Client Development

Product Marketing

• Represent Sales within Marketing, Events, and Industry Expert planning sessions, translating field insights into actionable inputs for cross-functional partners.
• Partner with Industry Experts to convert technical thought leadership into seller-ready positioning, talk tracks, battle cards, and objection-handling resources.
• Advocate for seller needs by constructively challenging cross-functional outputs that lack field applicability or strategic alignment.
• Coordinate and facilitate Know Before You Go (KBYG) sessions for SDRs and sellers ahead of trade shows, conferences, and active marketing launches.
• Create, manage, and monitor outbound sales cadences and account-based engagement sequences in partnership with Digital Sales and Marketing.
• Manage the organization, taxonomy, and ongoing optimization of the GTM content repository, tracking asset usage and engagement metrics to refresh or retire content.
• Manage and continuously improve the GTM Readiness AI Agent by updating its knowledge base, monitoring output quality, and optimizing content.
• Deliver impactful rollout training and facilitate monthly cross-functional enablement sessions tied to sales priorities and new cadence tactics.
• Track adoption, pipeline activity, and conversion metrics from outbound cadences, delivering monthly reporting and actionable insights to the Senior Director.
• Foster a collaborative and solution-oriented workplace culture by upholding professionalism and engaging in constructive, respectful conversations.

Senior Specialist, GTM Readiness

Recruitment

• Support the execution and implementation of U.S. Talent Acquisition strategies aligned to ReSource Pro’s business objectives, workforce planning priorities, and growth initiatives.
• Oversee the full talent acquisition lifecycle across assigned functions and business areas to attract, assess, and hire talent while ensuring compliance with employment laws, regulations, and internal policies.
• Lead, coach, and develop a high-performing Talent Acquisition team of 4-6 reports through effective leadership, mentorship, performance management, and ongoing development.
• Utilize recruiting metrics, workforce data, dashboards, and labor market trends to support data-driven decision-making and identify opportunities for process improvements and hiring effectiveness.
• Manage U.S. Talent Acquisition projects using robust project management practices to track milestones, coordinate stakeholders, manage timelines, and ensure successful implementation.
• Support Talent Acquisition due diligence, workforce integration planning, onboarding coordination, and recruiting transitions related to mergers and acquisitions (M&A).
• Partner cross-functionally with internal business leaders globally and external vendors or consultants to provide strategic recruitment insights and recommendations.
• Support the execution of employer branding and recruitment marketing initiatives in partnership with Marketing and Talent stakeholders to enhance brand awareness and candidate experience across key talent markets.
• Ensure compliance with all applicable employment laws, regulations, policies, and Talent Acquisition processes while supporting consistent and ethical recruiting practices.

Senior Manager, Talent Acquisition

Customer Support

• Manage client communications by responding to emails, inquiries, billing questions, and payment confirmations in a professional and timely manner
• Prepare, process, and distribute surplus lines tax reports, tax payments, and filing confirmations to clients
• Communicate and coordinate regularly with state regulators to ensure compliance with surplus lines requirements and regulations
• Delegate and oversee backend processing tasks while supporting operational efficiency and accuracy
• Train, mentor, and provide day-to-day guidance to team members on workflows, processes, and best practices
• Serve as an escalation point for client and operational issues, including participation in client issue resolution calls
• Provide cross-functional support and backup coverage for leadership team members as needed
• Effectively manage multiple priorities in a fast-paced environment while collaborating with clients, regulators, accounting teams, and internal departments

Customer Experience Tax Specialist – Surplus Lines

Customer Experience Specialist – Surplus Lines

Account Manager

• Manage small books of business for commercial lines insurance clients
• Drive customer retention and market additional lines of coverage to grow business and properly insure risks
• Evaluate carrier relationships, commercial insurance products, and market placement
• Provide quality and timely service to customers and clients
• Research, provide recommendations and implement ReSource Pro solutions for clients
• Work in a variety of Agency Management Systems to complete tasks
• Lead day-to-day customer interactions
• Use your subject matter expertise to consult with customers and advise colleagues
• Gather information about client needs and insurance solutions
• Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals

Commercial Lines Account Manager

• Lead structured discovery sessions with clients to assess workflows and technology environments
• Architect end-to-end solutions across people, process, and technology components
• Develop prototypes independently using AI/ML tools, LLM APIs, and low-code platforms
• Design and execute proof-of-concept models to demonstrate business value and feasibility
• Translate validated use cases into scalable APM modules and detailed production specifications
• Serve as a primary intake point for AI-related opportunities across the organization
• Partner with AI Factory engineering teams to ensure clarity of requirements during handoffs
• Define success criteria, performance expectations, and technical constraints for AI solutions
• Collaborate with Sales and leadership to evaluate the feasibility and fit of new opportunities
• Monitor the alignment between designed solutions and delivered outcomes to support continuous improvement

Principal AI Solutions Architect

Marketing

• Produce branded social media graphics, email headers, and presentation slides using pre-approved templates
• Resize and reformat existing creative assets across standard digital and print channel dimensions
• Maintain version control on templated files and archive completed assets in appropriate DAM folders
• Upload, tag, and organize finalized assets in Bynder according to established naming conventions
• Audit existing asset libraries for outdated or improperly tagged files and flag them for review
• Track task status, deadlines, and deliverable owners across active team projects using management tools
• Draft copy for organic social posts using AI agents while following brand voice guidelines
• Compile and write content for internal announcements and recurring communication formats
• Proofread and format internal documents before distribution to ensure quality and consistency

Marketing Intern

Financial Planning and Analysis

• Assist in preparing monthly financial reports and variance analyses.
• Compile and organize financial data from multiple sources to maintain data integrity.
• Support the analysis of actual vs. budget and forecast performance.
• Help track budget performance and update financial models and templates.
• Assist in gathering inputs from various departments for the budgeting process.
• Maintain and update financial spreadsheets and systems to ensure data consistency.
• Support ad hoc financial analysis requests as needed by the Finance team.
• Document processes and procedures to support reporting improvements.
• Promote a positive workplace culture through solution-oriented communication and teamwork.

FP&A Intern

Manager

• Serve as the acquisition integration partner for assigned functions/workstreams
• Support the planning and execution of acquisition integrations and strategic initiatives
• Partner closely with assigned functional leadership and cross-functional stakeholders
• Manage timelines, report on progress, and ensure successful execution of integration plans
• Establish and maintain effective relationships with internal and external stakeholders
• Provide project management leadership and coaching to team members
• Monitor progress across functional teams and provide timely project status reporting

Senior M&A Integration Manager

• Direct strategy, planning, and execution of business development activities within assigned accounts.
• Develop and maintain trusted partner relationships with clients to understand client’s unique business goals and activities.
• Proactively introduce solutions and ideas to clients to help them improve business performance.
• Manage sales lifecycle and effectively communicates the business and financial cases to successfully close sales.
• Ensure client satisfaction and retention by strategically managing the client relationship.
• Develops relationships with internal and external customers and centers of influence to identify and leverage strategic partnership opportunities and generate referrals to new client sources.
• Execute deliverables within marketing & campaign initiatives/go-to-market strategies.
• Learn new ReSource Pro products/services and introduce the client base to new Resource Pro products and services.
• Leverage knowledge of industry trends and client challenges to develop and deliver compelling value propositions.
• Stay current with industry trends and develops strategic relationships with industry influencers to leverage partnerships and identify business development opportunities.