We are seeking a detail-oriented individual with strong technical, communication and presentation skills along with a documented track record of customer success or account management to fill the Customer Success role at EOX Vantage.
Reporting directly to the Sales Manager, the customer success manager will be responsible for the entire relationship with strategic accounts, including onboarding, implementation, training, adoption, retention, and satisfaction. The CSM will build relationships as a trusted and strategic advisor to help ensure the continued value of our products and/or services. They will develop and maintain customer-success strategies and best practices, capture and maintain customer success metrics and data, as well as customer-support content, with help from operations and support team.
Responsibilities
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- Serve as day-to-day contact for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting both
- Facilitate interaction and workflow among project team members to ensure timely deliverables
- Prepare documentation or visuals of performance for client; analyze trends in CSAT and NPS scores to identify areas for improvement
- Work with sales and marketing teams to boost customer referrals and develop case studies.
- Communicate effectively with both internal and external senior managers to better understand customer needs, maximize retention and growth, and share learnings
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- Attend conferences and industry-related events.
- Develop and maintain expert product & Services knowledge.
- Travel up to 20%.
Qualifications
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- Three to five years of experience in account management, or customer success in outsourcing or software
- Insurance industry experience
- Strong skills in verbal and written communications, strategic planning, and project management
- Analytical and process-oriented mindset
- Ability to work effectively in a cross departmental fashion in a deadline-driven environment
- Active team player, self-starter, and multitasker who can quickly adjust priorities
Preferred skills and qualifications
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- Bachelor’s degree or equivalent
At EOX Vantage, our goal is to deliver premier service with insights that boost overall operations. Clients choose EOX Vantage to improve their operational efficiencies and optimally manage data through direct assistance from the Managed Services team and leveraging the customized, patented Enterprise Operating System (EOX) – a suite of unified cloud-based apps to run a business, all on one secure platform. EOX Vantage allows clients to focus on what they do best by reducing the time it takes to manage the essential, non-core aspects of their operations, and improving their effectiveness with data and insights.
Equal Employment Opportunity Policy
EOX Vantage provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
EOX Vantage NEVER asks for any form of payment to be considered as an applicant. If you are emailed asking for payment, please immediately report this spam message to info@eoxvantage.com. All verified personnel will only reach out with an EOX email ending in @eoxvantage.com
