Manager of Customer Success leading team to drive outcomes for Quandri's customers. Overseeing relationships with insurance brokerages across North America.
Responsibilities
Lead and manage the CSM team responsible for ensuring we are driving tangible business outcomes for Quandri's customers
Provide direct coaching and mentorship to your team in support of their growth and development
Effectively manage CSM capacity and recruit top CSM talent as we grow our teamImplement a consistent team operating rhythm, communication cadence, and meeting structure
Manage internal documentation of key processes and resources
Manage the forecasting, management and improvement of our renewal process, ensuring we successfully renewal
Customer contracts
Identify at-risk customers prior to renewal and develop resolution strategies in partnership with your team and other cross-functional stakeholders where additional support is needed
Identify upsell or cross-sell opportunities through ongoing customer touchpoints
Coordinate and work closely with the sales team to close opportunities
Become an expert in our products and clearly communicate the value and impact of Quandri
Understand the fundamentals of the insurance broker landscape and day-to-day personal lines renewals processes
Ensure we are building multithreaded relationships with assigned customers at the primary contact, champion, and decision-maker level
Serve as the first point of escalation for your team
Build and implement processes and playbooks that support delivering customer outcomes
Define and implement value metrics with customers that support the realization of our partnership impact
Be an exceptional partner, working closely with all functions within Quandri to bring our customers to the core of our business
Act as an advisor to the VP of Customer Success and broader team, bringing insights, learnings and recommendations to ensure we're delivering at a standard of excellence
Requirements
3+ years of people management experience
5+ years of client-facing experience in Customer Success
Experience both overseeing SMB & enterprise customer experience motions
Experience forecasting revenue targets and managing to retention and expansion metrics
High level of comfort speaking with executives externally (customers) and internally both in person and virtual
Ability to implement consistent process to capture and quantify customer outcomes that show positive ROI
Proven track record of leading teams to exceed their goals
Have built Customer Success playbooks, processes, and scaled motions from the ground up
Desire to work in a fast-paced, collaborative environment with peers who challenge you to grow
Bias toward action
Travel required
**Bonus points if you have**
Experience in a high-growth startup environment, Series A to C Experience in insurance technology or workflow automation technology
Vancouver-based or willing to relocate with enthusiasm for hybrid work environment and in-person collaboration (3 days/week in our Olympic Village office)
Benefits
Employee stock options based on experience level
Comprehensive health benefits, including Lifestyle Spending Account
Four weeks of paid vacation per year
Work anywhere in the world for 60 days of the year
Parental leave top-ups: 6 months for birthing parents, 8 weeks for non-birthing parents (up to $100,000 annual salary)
Customer Success & Product Coordinator managing onboarding and implementation at a UK data analytics company. Collaborating with clients and internal teams to enhance customer experiences.
CRM Tech Specialist acting as a technical bridge in CRM operations at Fanatics. Ensuring reliability and efficiency across the CRM technology ecosystem with hands - on role in integrations and automation.
Customer Success Pleno managing project activities in a technology - focused startup. Engaging teams and stakeholders to ensure project goals are met in São Paulo, Brazil.
Especialista de CRM optimizing customer interactions at Mundiale. Managing campaign strategies and collaborating with Marketing, Sales, and Customer Success teams.
Customer Success Associate supporting Florida's K - 5 educational resources at Age of Learning. Building relationships with educators and assisting with customer engagement and onboarding.
Manager for CRM & Email Platform ensuring health and performance of marketing and editorial email programs at CNN. Overseeing operational excellence and guiding teams in email engagement.