Customer Success Manager

• Respond to inbound customer calls in a prompt manner
• Resolve service problems by clarifying the customer's complaint, determining the cause of the problem, and explaining the best solution to solve the problem
• Analyze customer contract, invoices, or billing related issues to identify necessary action to address client need
• Track activity in Salesforce and accurately logs outcomes of customer discussions
• Process customer account or billing adjustments
• Consistently meet or exceed time to resolution targets
• Partner with other internal teams to ensure client’s needs and resolution with escalated issues are being met.

Customer Success Representative

Customer Success Manager

Senior Customer Success Manager, Major Accounts

Client Success Advisor – Life Insurance

Strategic Customer Success Manager