Account Manager at tech company in Guadalajara ensuring smooth client account management and growth opportunities post - sales. Balancing communications and support while facilitating deployment and platform usage.
About the role
- Client Relations Manager at OneDigital responsible for engaging client journeys and improving customer experience. Collaborating with teams to drive client success and retention strategies.
Responsibilities
- A Client Relations Manager is responsible ensuring that each touchpoint across the client journey is engaging, efficient, and effective
- By understanding client needs, ensure the entire transition process is smooth
- Set and meet clear expectations with clients
- Engage with teams and solutions to support customer success outcomes around reducing churn, improve customer experience
- Collaborate with sales team to maximize ability to proactively support customer needs
- Routinely monitor calls, complete call reviews and coaching to improve consultative approach for customer success
- Connect to customers for feedback, explore pain points, and provide guidance to maximize value
- Develop insights from customer data to drive content and training material
Requirements
- 5 years strategic client consulting and management experience in broker agency or benefit administration
- 2 years of employment with Digital Insurance or DBA
- Current life and health insurance license
- Participant of OneDigital’s Leadership training program, preferred
- Bachelor’s Degree, preferred
- 2+ Years of Sales or Management Consulting Experience, Client Engagement Management, or Customer Success Management
Benefits
- health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses per the company policy
- employee perks and discounts
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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