Senior Account Manager at TD Insurance delivering legendary client experiences for high net worth clients. Focusing on tailored insurance plans and collaboration with financial advisors.
About the role
- Manage relationships with key enterprise customers, ensuring satisfaction, retention, and growth.
- Develop a deep understanding of customer goals and workflows to help them achieve measurable outcomes.
- Partner with the Product team to share customer feedback, identify product improvement opportunities, and stay ahead of upcoming releases.
- Troubleshoot technical issues in collaboration with Support and Product teams, helping customers find efficient solutions.
- Proactively identify risks or opportunities within accounts and take action to mitigate or capitalise on them.
- Serve as a trusted advisor, providing best practices and strategic guidance on platform usage.
Requirements
- 4+ years’ experience in Customer Success, Account Management, or Technical Account Management within SaaS or technology environments.
- Strong technical aptitude and ability to quickly learn new software platforms.
- Proven experience managing and supporting large or enterprise-level customers.
- Excellent communication and relationship management skills with a focus on problem-solving and collaboration.
- Passionate about bridging the gap between customers and product development to deliver meaningful impact.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
RR
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