Manager, Customer Success at The Berwyn Group

Minneapolis, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Feb, 26

Salary

120000.0

Posted On

12 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Success, Client Relationships, Insurance Market, Salesforce, Microsoft Office, Value Selling, Strategic Business Reviews, Revenue Growth, Onboarding, Financial Objectives, Performance Objectives, CRM, Cross Selling, Client Satisfaction, Operational Servicing, Business Administration, Management

Industry

Information Services

Description

We are looking for a Customer Success Manager for the Insurance business that is the critical liaison between the company and our clients. This person will work with the regional leadership team, all strategic partners, as well as all clients. Responsibilities: Act as the escalation point for customers on-boarding when a deal enters the company. Support the Regional Vice President in setting and executing the regional business plan including achievement of financial and performance related objectives. Plan and carryout regular Strategic Business Reviews (SBRs) with all key clients. Ensure total client satisfaction. Coordinates transition to onboarding and operational servicing teams Build and expand client relationships. Identify revenue growth opportunities within defined account base through cross selling. Update CRM (Salesforce) with activity (calls and meetings) Attend customer conferences or events as needed. Perform other related duties as assigned. Qualifications: Bachelor’s degree in Sales, Business Administration, management, finance, or related area (or equivalent experience) 5-years+ experience building rapport with clients Deep understanding of insurance market Proficiency using Microsoft Office, Salesforce.com, & web technologies Familiarity with ‘value selling’ (e.g., Challenger Sale or Solution Based Selling) Hybrid, 2 days/week in Minneapolis, MN 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 $90,000 – 120,000. 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. We give priority to candidates residing in states where we have offices: Minnesota, Iowa, Maryland, Nebraska, Pennsylvania, Ohio, and South Dakota. We will only consider applicants who live in these states: CT, DC, DE, FL, GA, IA, IL, KY, MA, MD, MN, NE, NJ, OH, PA, SC, SD, TX, VA, and WI. Applicants outside of these states will not be considered for this position. 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, Maple Life Financial, Maple Life 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. 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/.com/longevity-holdings-privacy-notice/

Responsibilities

The Customer Success Manager will act as the escalation point for customer onboarding and support the Regional Vice President in executing the regional business plan. They will also ensure client satisfaction and identify revenue growth opportunities within the account base.