Customer Success Manager I (Entry Level)
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.