Customer Success Manager (Entry Level)
Make an impact and love what you do! Vertafore is a top provider of software for the insurance industry that keeps transforming. We create award-winning solutions to boost productivity, lower costs, and help agencies and carriers grow their businesses. We respect and value our team, and we look to bring the best talent together to make our future even stronger.
We are currently seeking a customer-centric, energetic, and highly motivated individual to join the Customer Success Program. Customer Success Managers (CSMs) are responsible for providing personalized care to in-bound concerns and inquiries and cultivating and maintaining strong relationships with assigned accounts. Proactive and reactive customer-facing work is meant to ensure high levels of customer satisfaction and recognition of ROI, leading to strong renewals and growth opportunities. The CSM works closely with our customers alongside Sales, Customer Support, Product Management, and Finance to ensure our services are delivered successfully.
Responsibilities:
- Respond to queue of inquiries, providing detailed and tailored customer service while ensuring customer's business needs are satisfied
- Advocate for Vertafore customers internally by partnering with Sales, Support, Billing, and technical teams to ensure an exceptional customer experience and rectify customer issues
- Build relationships with assigned customers, help them with concerns as they arise, and continually delight them with a positive, customer-centric attitude
- Become an expert in Vertafore's software solutions and educate customers on use and benefits to ensure customers are leveraging services effectively and finding value
- Provide proactive strategy with assigned customer accounts to promote long-term success and satisfaction
- Efficiently manage time to focus on essential activities to promote customer satisfaction, account renewal, and account growth
- Develop and share best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes
- Drive continual revenue through increased product adoption and usage
Requirements:
- Bachelor's degree and 1-3 years of experience in a customer-facing role, such as Customer Success, Customer Support, or Account Management
- Possess strong phone, written, and verbal communication skills with excellent presentation skills
- Confident, high energy, self-motivated and a true team player
- Experience working with senior- and executive-level customer contacts
- Demonstrated ability and desire to work and excel in fast-paced and changing environment
- Excellent multitasking and project management skills
- Understanding of Internet and web applications with a desire to learn new technologies
- Ability to understand and articulate technical concepts and derive solutions
- Must possess a proven understanding of corporate business world; prior experience in SaaS or Insurance is preferred
- Well-organized, with a high attention to detail and ability to prioritize
- Proficiency with MS Office
- Experience with Gainsight and Salesforce a plus
Vertafore is about bringing together top talent to make an immediate impact in software. Our culture encourages employees who can create, think, and challenge each other in a fast-paced environment. We are transforming our products and services, exploiting advanced techniques to create new "ways and means" for the insurance industry.
Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law equal employment.