Client Success Manager - Pension Team at Longevity Holdings

Minneapolis, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Feb, 26

Salary

80000.0

Posted On

21 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Success, Customer Retention, Onboarding, Engagement, Sales Opportunities, Mentoring, Customer Feedback, NPS, CRM, Salesforce, RFP Management, Billing, Microsoft Office, SaaS, Value Selling, Negotiation

Industry

Financial Services

Description

We are looking for a Client Success Manager - Pension Team (CSM) who's primary focus will be to retain our customers lifetime value of the account. The Client Success Manager will work with a defined set of existing clients and be responsible for understanding account needs and requirements for each client. This includes understanding the segment business environment, identifying ongoing retention opportunities, managing the whole customer life cycle: onboarding, engagement, product & service utilization, and forwarding sales opportunities to the segment General Manager (GM) or New Business Development Managers. Responsibilities: Achieve assigned revenue retention targets within assigned account base, including managing renewals Assist in training/onboarding of other Client Success Managers Share industry and product experience to mentor more junior team members Obtain customer feedback by encouraging Net Promoter Score (NPS) survey participation throughout account lifecycle; track customer satisfaction rates and follow-up as needed Act as point person for customer on-boarding and training Analyze results and lead client presentations on 30-day,quarterly and annual reviews Manage all Request for Proposals (RFPs) associated with assigned accounts Work with Account Advisors to respond to client inquiries and be the primary point of contact for day-to-day client needs Ensure billing/invoicing arrangements are in place and client data is accurate Update CRM (Salesforce) with activity (calls and meetings) Attend customer conferences or events Perform other related duties as assigned Qualifications: Bachelor’s degree in Sales, Business Administration, management, finance, or related area (or equivalent experience) 3-5 years experience building rapport with clients, understanding their business goals, presenting appropriate solutions, and utilizing advanced skills in persuasion and negotiation to close a sale Experience managing and retaining large and complex clients Proven ability to meet/exceed targets Proficiency using Microsoft Office, Salesforce.com, web technologies, and other applicable software applications Familiarity with software as a services (SaaS) and ‘value selling’ (e.g., Challenger Sale or Solution Based Selling) (preferred) Hybrid, 3 days/week in Minneapolis, MN or Fort Washington, PA office A few benefits offered for full-time roles include: Comprehensive health insurance, dental insurance, and vision coverage Company-paid life insurance, short and long-term disability insurance Generous PTO, paid holidays, and floating holidays Summer hours: Participating employees will enjoy a half day every other Friday Investment in career development including LinkedIn Learning and professional development funds The base pay range for this role is $70,000 - $80,000 + annual bonus. Base pay is positioned within the range based on several factors including an individual’s knowledge, skills, and experience, with consideration given to internal equity. About Longevity Holdings Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twentyfirst, Longevity Trading & Analytics, and LexServ) is a fast-growing company that provides senior longevity data, analytics and services to the pension, benefits, life insurance, structured settlement, and life settlement markets. Longevity current has offices in these locations: Minneapolis, MN, Cedar Falls, IA, Sioux Falls, SD, Fort Washington, PA, Bethesda, MD, and Omaha, NE. Equal Employment Opportunity Longevity Holdings Inc. prohibits discrimination and harassment and will take affirmative action to employ and advance in employment qualified individuals based on their status as protected veterans or individuals with disabilities, race, color, religion, sex, national origin, sexual orientation and gender identity. Other Items To Note Must be currently legally authorized to work in the U.S. without sponsorship for employment visa status (e.g., H1B status, 0-1, TN, CPT, OPT, etc.). We are unable to sponsor or take over sponsorship of an employment Visa at this time or in the future. No agency emails, calls, or solicitations are accepted without a valid agreement. Our privacy notice is available at www.itm21st.com/longevity-holdings-privacy-notice/

Responsibilities

The Client Success Manager will focus on retaining customer lifetime value by managing the entire customer lifecycle, including onboarding and engagement. They will also analyze results and lead client presentations while acting as the primary point of contact for day-to-day client needs.