Customer Success Manager I (Entry Level) at Vertafore

| Greater Denver Area
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Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.

Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.

Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better.

We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.

JOB DESCRIPTION 

We are currently seeking a customer-centric, energetic, and highly-motivated individual to join our Customer Success Team. The Customer Success Manager (CSM) is responsible for cultivating and maintaining strong relationships within assigned accounts ensuring 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, and Product Management and Finance teams to ensure our services are delivered successfully. 

Core Requirements and Responsibilities:

Essential job functions included but are not limited to the following: 

 
  • Build relationships with assigned customers, help them with issues, and continually delight them with a positive, customer-centric attitude. Provide Proactive strategy with their assigned customer accounts 

  • Work with customers to ensure they are leveraging Vertafore software solutions effectively and finding value in our services 

  • Become an expert in Vertafore's software solutions and educate customers on the use and benefits of our products 

  • Work closely with Sales, Support, Billing, and other Technical teams to ensure an exceptional customer experience and take care of any customer issues 

  • Be a customer advocate while capturing customer feedback and reporting requests to Product Management and Development 

  • Efficiently manage time to focus on essential activities to ensure 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 

  • Maintain a revenue base by managing account retention and renewal 

  • Drive upgrade revenue through increased product adoption and increased usage 

Qualifications:

 
  • 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 environment 

  • Excellent multitasking and project management skills 

  • Understanding of Internet and web applications with a desire 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 

Additional Requirements and Details:

· Travel required up to 10% of the time.

· Ability to work remotely with a stable internet connection on an as-needed basis

· Located and working from an office location (when required)*

· Occasional lifting and/or moving up to 10 pounds.

· Frequent repetitive hand and arm movements required to operate a computer.

· Specific vision abilities required by this job include close vision (working on a computer, etc.).

· Frequent sitting and/or standing.

*Our offices are currently closed due to COVID-19 and are scheduled to re-open mid 2021.

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • JavaLanguages
    • JavascriptLanguages
    • SqlLanguages
    • ReactLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • OracleDatabases

Location

Great location in the heart of downtown Denver just a block away from the RTD lightrail.

What are Vertafore Perks + Benefits

Culture
Volunteer in local community
Vertafore offers employees 1 paid day to volunteer at the non-profit of their choice.
Friends outside of work
Eat lunch together
Intracompany committees
Vertafore offers opportunities to join several committees, including Women of Vertafore, LGBTQ+, etc.
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Unconscious bias training
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Vertafore employees can contribute up to $2750 annually to their FSA.
Disability Insurance
Disability insurance covers 100% of annual salary for up to 90 days of disability.
Dental Benefits
Our dental plan covers $1500 of expenses per person.
Vision Benefits
The vision benefits plan covers 100% for annual eye exams with $175 for glasses or contact lenses.
Health Insurance Benefits
Vertafore offers three different health plans to meet the needs of our employees.
Life Insurance
Pet Insurance
We offer a Pet Insurance plan through Nationwide.
Wellness Programs
Onsite Gym
Team workouts
Vertafore's team fitness initiatives include in-office yoga, a partnership with Planet Fitness, and other recreational team sports.
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Vertafore provides employees with a 401(k) matching plan managed by [provider]. We match up to 50% of contributions up to 3% of an employee's annual gross pay.
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Vertafore provides up to 6 weeks of parental leave for the primary caretaker. We also provides 6 weeks of leave for the secondary caretaker.
Family Medical Leave
Adoption Assistance
We reimburse up to $2,500 for eligible adoption expenses and 6 weeks of paid leave.
Company sponsored family events
Vertafore sponsors family oriented events semi-annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Vertafore hosts company outings annually.
Game Room
Stocked Kitchen
In various areas of the office, Vertafore provides weekly fresh fruit services, bagels and donuts on specified days, as well as snacks and drinks.
Some Meals Provided
We provide free breakfast on Mondays and Fridays.
Happy Hours
Recreational Clubs
Vertafore sponsors recreational clubs that include sports, board games, video games, book clubs, etc.
Home Office Stipend for Remote Employees
Professional Development Benefits
Tuition Reimbursement
Our tuition reimbursement plan offers an annual max of $5,250.
Lunch and learns
Cross functional training encouraged
Promote from within
Online course subscriptions available

Additional Perks + Benefits

We felt like the stretch of no three day weekends from Feb - May was too long, so we added our own holiday! We celebrate Vertafore Rest and Recharge day in April, and the whole company has a long weekend.

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