The Role

The Client Engagement & Success Management (CESM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CESM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company.

The CESM Enterprise Team manages some of Addepar’s largest and most sophisticated clients, including wirehouses, broker/dealers, banks, private banks, and trust companies. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar.

This role works closely with the Account Manager, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $109,000 - $170,000 + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Cultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives, the home office support teams, power users, and end-users using the platform day in and day out.
• Develop a deep understanding of each client's goals, business requirements, and industry challenges, how they use their Addepar solutions to grow and meet their internal/end-client needs, and ensure account retention.
• Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal; Ensure a seamless handover of knowledge and responsibilities where appropriate.
• Develop success plans with clients, including mutually agreed-to objectives, timelines, and metrics.
• Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software.
• Knowledgeably discuss opportunities for Addepar services, solutions, and standard methodologies in a way that influences internal and external partners to drive outcomes from pre-sales to post-sales engagement.
• Assist in the identification of new revenue opportunities for the Account Manager and participate in proposals to clients, including but not limited to:

1. Scoping of new projects that subsequently lead to additional service hours or a service package.
2. Introducing other Addepar products/partners for cross-selling.
3. Understanding contractual commitments and opportunities for additional revenue.

• Partner with the Account Manager to deliver business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights.
• Be the voice of the client to Product, R&D, Support, Services, Marketing, etc., building strong working relationships with each area to ensure client success and consistency of engagement.
• Build and maintain a high level of client happiness and reference-ability by successfully diagnosing a client's business operations and prescribing appropriate solutions and Services.
• Share Addepar client success stories as well as client success frameworks and processes.
• Develop/maintain technical and business knowledge of industry directions and trends.

Who You Are

• 10+ years in sales, client-facing, client success, and/or strategy roles working for or with financial or wealth management services firms such as wirehouses, broker/dealers, banks, private banks, bank trusts, or other types of large enterprise or consulting firms; Ideally, also worked with a technical product.
• Proven record of translating business needs into technical utilization of available product solutions.
• Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistencies, and a structured framework to processes and operations.
• Knowledge of technology that helps you engage and have credibility with the R&D teams within Addepar and clients up to MD/C-Suite level.
• History of success as a consultant, strategist, pre-sales, technical account manager, or equivalent driving organizational change and adoption efforts.
• Experience building and maintaining strong relationships with senior executives, key influencers, decision-makers, and power users; executive presence and ability to effectively navigate and persuade all levels of an organization.
• Track record of leading large, sophisticated projects and/or programs, preferably at a large enterprise firm.
• Experience handling difficult clients or situations and can demonstrate successful outcomes or resolutions.
• Strong verbal and written communication skills; Strong time management and prioritization skills.
• Must be collaborative and work effectively within a team environment and cross-functionally across Addepar.
• Ability to navigate data and people to find answers.
• Independent, adaptable, and can thrive in a fast-paced environment.
• Must be open to travel.
• The ability to communicate in Spanish, Portuguese, or other languages is a plus.

The Role

As a Client Success Manager in our Mid Market segment, you own Modern Health’s employer relationships from launch through contract renewal. You are responsible for driving product adoption and engagement and, over time, client retention. You partner closely with senior HR executives and business leaders, serving as a product expert, strategic consultant, and mental health champion. Your partnership with Modern Health’s clients and internal product teams allows us to continually improve the functionality and benefits of the platform. 

Ideal candidates have prior experience managing large-scale client relationships and are comfortable analyzing data and using it to make strategic and prescriptive recommendations. We’re looking for someone excited to positively impact the lives of millions in a highly visible role. 

This position is not eligible to be performed in Hawaii.

What You’ll Do

• Manage a portfolio of accounts, serving as the face of Modern Health for our customers
• Build and manage strategic relationships with a broad range of stakeholders, including HR Executives, Benefits Managers, and consultants
• Align with clients to define and execute a program strategy for Modern Health that integrates within their broader benefit offerings 
• Partner with clients to meet and exceed their business objectives
• Convert “model” clients into Modern Health champions, leveraging their success for references and case studies
• Drive utilization and engagement; ensure clients and their employees are utilizing key product features to maximize success
• Use account data to understand opportunity/risk
• Drive meaningful outcomes (e.g. improved wellness outcomes, benefits, retention, and renewals, or product expansion)
• Collaborate cross-functionally with Product, Operations, Sales, and Clinical Care to advocate for clients and drive the successful adoption of Modern Health
• Identify, manage, and resolve client risk areas & escalations and proactively develop solutions to avoid churn 
• Experience working with customers who have employees spread across disparate functions (including warehouse populations)

Who You Are

• 4+ years experience managing relationships or selling to HR leaders or clients within the B2B tech and/or employer benefit space 
• Strong interpersonal, relationship-building, and listening skills
• An owner in everything you do; you lead with independent thinking and autonomy
• A proven track record of success with enterprise or mid-market accounts 
• Experience and comfort using data to share insights and make actionable recommendations  
• Experience managing client launches, renewals, and upsell
• Engaging presentation skills, and a desire to lead projects with high visibility
• Excitement for tackling and building processes around new challenges: you enjoy problem-solving, have keen attention to detail, and are motivated to drive ongoing team improvement
• The flexibility and agility to work cross-functionally in a fast-paced environment with a sense of urgency and demonstrated initiative and independence
• A sincere interest in and empathy for your clients and co-workers
• Experience working in Salesforce, Gainsight, Jira, Google Suite, and Zoom
• Passion for our mission and understanding of the healthcare/benefits space 
• Intellectually curious and a fast learner

Benefits

Fundamentals:

• Medical / Dental / Vision / Disability / Life Insurance 
• High Deductible Health Plan with Health Savings Account (HSA) option
• Flexible Spending Account (FSA)
• Access to coaches and therapists through Modern Health's platform
• Generous Time Off 
• Company-wide Collective Pause Days 

Family Support:

• Parental Leave Policy 
• Family Forming Benefit through Carrot
• Family Assistance Benefit through UrbanSitter

Professional Development:

• Professional Development Stipend

Financial Wellness:

• 401k
• Financial Planning Benefit through Origin

But wait there’s more…! 

• Annual Wellness Stipend to use on items that promote your overall well being 
• New Hire Stipend to help cover work-from-home setup costs
• ModSquad Community: Virtual events like active ERGs, holiday themed activities, team-building events and more
• Monthly Cell Phone Reimbursement

The Role

The Client Engagement & Success Management (CESM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CESM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company.

The CESM Enterprise Team manages some of Addepar’s largest and most sophisticated clients, including wirehouses, broker/dealers, banks, private banks, and trust companies. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar.

This role works closely with the Account Manager, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $67,000 - $105,000 (base salary)  + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Cultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives, the home office support teams, power users, and end-users using the platform day-in and day-out.
• Develop a deep understanding of each client's goals, business requirements, and industry challenges, how they use their Addepar solutions to grow and meet their internal/end-client needs, and ensure account retention.
• Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal; Ensure a seamless handover of knowledge and responsibilities where appropriate.
• Develop success plans with clients, including mutually agreed-to objectives, timelines, and metrics.
• Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software.
• Knowledgeably discuss opportunities for Addepar services, solutions, and standard methodologies in a way that influences internal and external partners to drive outcomes from pre-sales to post-sales engagement.
• Assist in the identification of new revenue opportunities for the Account Manager and participate in proposals to clients, including but not limited to:

1. Scoping of new projects that subsequently lead to additional service hours or a service package.
2. Introducing other Addepar products/partners for cross-selling.
3. Understanding contractual commitments and opportunities for additional revenue.

• Partner with the Account Manager to deliver business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights.
• Be the voice of the client to Product, R&D, Support, Services, Marketing, etc., building strong working relationships with each area to ensure client success and consistency of engagement.
• Build and maintain a high level of client happiness and reference-ability by successfully diagnosing a client's business operations and prescribing appropriate solutions and Services.
• Share Addepar client success stories as well as client success frameworks and processes.
• Develop/maintain technical and business knowledge of industry directions and trends.

Who You Are

• 2+ years in client-facing, client success, or strategy roles working for or with financial or wealth management services firms such as wirehouses, broker/dealers, banks, private banks, bank trusts, consulting, or other types of large enterprise firms; Ideally, also worked with a technical product.
• Proven record of translating business needs into technical utilization of available product solutions.
• Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistencies, and a structured framework to processes and operations.
• Knowledge of technology that helps you engage and have credibility with the R&D teams within Addepar and clients up to MD/C-Suite level.
• History of success as a consultant, strategist, pre-sales, technical account manager, or equivalent driving organizational change and adoption efforts.
• Experience building and maintaining strong relationships with senior executives, key influencers, decision-makers, and power users; executive presence and ability to effectively navigate and persuade all levels of an organization.
• Track record of leading large, sophisticated projects and/or programs, preferably at a large enterprise firm.
• Experience handling difficult clients or situations and can demonstrate successful outcomes or resolutions.
• Strong verbal and written communication skills; Strong time management and prioritization skills.
• Must be collaborative and work effectively within a team environment and cross-functionally across Addepar.
• Ability to navigate data and people to find answers.
• Independent, adaptable, and can thrive in a fast-paced environment.
• Must be open to travel.
• The ability to communicate in Spanish, Portuguese, or other languages is a plus.

The Role

We're looking for a customer-centric Senior Manager to lead and manage a team of top performing Enterprise Client Success Managers. Our Enterprise Client Success team has a portfolio of both enterprise and strategic customers. 

This role reports to the Senior Director of Client Success and should be based in the east coast. In this role, you will operate with a high level of ambiguity in a fast-paced environment, navigating change as the business evolves with each new iteration of this growing product offering. You will be an important player in setting the tone for the Client Success function to ensure that Modern Health can effectively support our customers and maximize engagement through our product offerings. This is a highly visible role that requires comfort in reporting to senior leadership on key business objectives and outlining requirements/needs to achieve these, while also working with cross-functional leaders across Modern Health to ensure success. If you’re excited to positively impact the lives of millions - join us!

This position is not eligible to be performed in Hawaii.

What You’ll Do

• Lead and develop a team of high performing Enterprise Client Success Managers
• Deliver high quality customer experience to new and existing customers
• Build a creative and innovative culture
• Own your team's metrics and drive the plan to attain and exceed them
• Determine renewal strategy including forecasting for your entire BoB
• Act as an escalation point for your teammates and customers
• Build strategic relationships with CXOs and other decision makers and position yourself as a trusted advisor to customers
• Maximize employee engagement and skills development
• Improve platform and services adoption rates and minimize customer and revenue churn
• Demonstrate business outcomes and ROI for our customers and their stakeholders 
• Work cross-functionally with key stakeholders in Sales, Product, Marketing, and Operations 
• Share trends and best practices throughout the organization
• Identify and take action on bottlenecks and areas of improvement within customer success teams
• Ensure Modern Health values are built deep into your team

Who You Are

• 8+ years of experience working in Customer Success related role, preferably at a SaaS company
• 5+ years management experience owning both individual and shared goals
• Previous healthcare experience is preferred
• Experience in a commercial account management or quota carrying role
• High EQ and natural interpersonal skills. A connector and expert communicator who will ‘close the distance’ between Customer Success, our customers, and internal stakeholders
• You pride yourself on your ability to lead and motivate a team. Coaching others and seeing them achieve their goals gives you energy.
• Proven track record of leading initiatives, working cross-functionally to achieve goals, and succeeding in a team environment
• Strong project management skills and ability to run multiple projects simultaneously
• Experience with large businesses and/or tech preferred
• High-growth or early-stage startup experience is a plus
• Experience using Salesforce, Gainsight, Looker, Google suite and Slack for business purposes

Benefits

Fundamentals:

• Medical / Dental / Vision / Disability / Life Insurance 
• High Deductible Health Plan with Health Savings Account (HSA) option
• Flexible Spending Account (FSA)
• Access to coaches and therapists through Modern Health's platform
• Generous Time Off 
• Company-wide Collective Pause Days 

Family Support:

• Parental Leave Policy 
• Family Forming Benefit through Carrot
• Family Assistance Benefit through UrbanSitter

Professional Development:

• Professional Development Stipend

Financial Wellness:

• 401k
• Financial Planning Benefit through Origin

But wait there’s more…! 

• Annual Wellness Stipend to use on items that promote your overall well being 
• New Hire Stipend to help cover work-from-home setup costs
• ModSquad Community: Virtual events like active ERGs, holiday themed activities, team-building events and more
• Monthly Cell Phone Reimbursement

Client Success Manager is a key role at CareRev, responsible for the day-to-day management and growth of assigned essential accounts within the healthcare sector. The Client Success Manager functions as the primary orchestrator for each account, focusing on opportunities for growth, expansion and optimizing the client's workforce through CareRev's technology.

The mission is to execute the strategic vision set by the Value Realization Plan, ensuring client loyalty, revenue growth, and CareRev's reputation as a trusted partner in healthcare workforce solutions.

What You’ll Do:

Strategic Client Management:

• Execute the Value Realization Plans (VRP) that align with assigned clients objectives
• Continually adjust account strategy to help client attain goals - create, own and execute Client Success Plans (CSP)
• Foster and nurture relationships with assigned accounts, ensuring their needs are met and expectations exceeded
• Regularly review client feedback, ensure concerns are addressed promptly, and uncover optimization and expansion opportunities

Cross-Functional Collaboration:

• Build and foster interdepartmental relationships to support a Client-Centric POD
• Work closely with all Client Enablement Leaders, within the POD, to provide seamless client experiences: 
• Service Delivery Manager to support all service delivery functions, internal POD metrics, processes and workflows within the POD
• Client Experience Lead to support resolution of client requests, product adoption and client relationships at the facility operator level
• WorkForce Consultant to support clinical relationships, professional feedback, facility best practices, industry solutioning and product enhancements
• Professional Funnel Lead to support professional pool and client demands
• Professional Services to support recruiting, professional experiences and client experiences
• Partner with Marketing to help facilitate client engagement for white papers, case studies, webinars, conferences, podcasts, etc 
• Partner with Sales to drive growth, expansion, and/or new business

Technology Integration:

• Monitor the effectiveness of CareRev's solutions integrations and continue to identify areas of opportunities 
• Educate clients on new features, services, and industry best practices, positioning yourself as a trusted advisor 
• Offer and organize on-going training sessions and support as defined by the service organization to increase technology adoption rates among clients
• Quarterly provide client with CareRev’s Product updates and road map

Client Engagement & Growth:

• Conduct Quarterly Business Reviews (QBRs) and/or Yearly Business Reviews (YBRs) 
• Collaborate with clients to set mutual goals, track progress, and ensure that CareRev's solutions align with their strategic objectives
• Provide monthly progress reports and analysis to help clients move toward optimization and growth

Operational Excellence:

• Leverage Business Intelligence data to identify areas of improvement and optimization
• Support streamlining the client onboarding process with clear documentation, communication, training, and engaging the appropriate support channels

Feedback Loop:

• Maintain an open channel for client feedback, prioritize based on impact, and ensure implementation by the appropriate CareRev department
• Partner with the Product Development team, Technical Delivery Lead and WorkForce Consulting Lead to communicate and document enhancements based on client needs
• Escalate client risks and potential utilization changes to Sr. Director of Client Success and VP of Client Success for company wide awareness and enable swift response

Financial Oversight and Contract Negotiation:

• Track year-over-year growth by account and ensure that revenue, margin and technology integration targets are met or exceeded
• Lead conversations internally and with clients to negotiate and renew contracts to secure continued client commitments
• Lead conversations internally and with clients to negotiate contract amendments
• Utilize Market Rate data to guide rate negotiation discussions

Market Insight & Thought Leadership:

• Utilize internally captured research data to drive future revenue within your accounts 
• Stay abreast of healthcare trends, regulations, and challenges engaging in ongoing professional development

Networking & Relationship Expansion:

• Engage in regular networking events, conferences, and introductions within client organizations
• Build relationships with multiple stakeholders within the client organization, not just the primary contact

Accountability & Reporting:

• Communicate progress weekly on owned initiatives, provide recommendations to manage peak workloads
• Regularly update and review Account/Client Success Plans with POD leaders to ensure alignment and progress
• Ensure that all Client activity and updates are updated in SalesForce weekly (minimum)

Key Deliverables:

• Continued growth of the VRP supported by Sr. Director of Client Success
• Developed and regularly updated Client Success Plan
• Net Revenue achieved per account/book of business
• QBRs/YBRs
• Bi-weekly/monthly account status calls with supporting reports/metrics
• NPScore
• SF transactions
• Forecasting - by account, by specialty

What We’re Looking For:  

• Bachelor’s degree or equivalent professional experience
• 3+ years in relationship management roles within healthcare (consulting, account management, etc.)
• Experience in covering SaaS products and supporting customers
• Proven track record generating trust among healthcare clinical leadership and staffing team management
• Proven success in developing relationships with essential leaders/executives
• Proven success in growing business in existing accounts; upselling, cross-selling
• Customer Relationship Management (CRM) required (Salesforce preferred)
• Ability to travel 20% - 30% of the time to hospital facilities

The anticipated salary range for this position is $57,906.00 - $104,415.00. Equity, bonus or commission and benefits may also be provided as part of the total compensation package, depending on the position offered. If given an offer, the exact salary amount offered will ultimately depend on multiple factors, which may include the successful candidate's skills, experience, education and other qualifications as well as the candidate's location of residence.

The Role

As a Client Success Manager in our Enterprise segment, you own Modern Health’s employer relationships from launch through contract renewal. You are responsible for driving product adoption and engagement and, over time, client retention. You partner closely with senior HR executives and business leaders, serving as a product expert, strategic consultant, and mental health champion. Your partnership with Modern Health’s clients and internal product teams allows us to continually improve the functionality and benefits of the platform. 

Ideal candidates have prior experience managing large-scale client relationships and are comfortable analyzing data and using it to make strategic and prescriptive recommendations. We’re looking for someone excited to positively impact the lives of millions in a highly visible role. 

We’re only considering candidates in the Eastern time zone for this role. This position is not eligible to be performed in Hawaii.

What You’ll Do

• Manage a portfolio of accounts, serving as the face of Modern Health for our customers
• Build and manage strategic relationships with a broad range of stakeholders, including HR Executives, Benefits Managers, and consultants
• Align with clients to define and execute a program strategy for Modern Health that integrates within their broader benefit offerings 
• Partner with clients to meet and exceed their business objectives
• Convert “model” clients into Modern Health champions, leveraging their success for references and case studies
• Drive utilization and engagement; ensure clients and their employees are utilizing key product features to maximize success
• Use account data to understand opportunity/risk
• Drive meaningful outcomes (e.g. improved wellness outcomes, benefits, retention, and renewals, or product expansion)
• Collaborate cross-functionally with Product, Operations, Sales, and Clinical Care to advocate for clients and drive the successful adoption of Modern Health
• Identify, manage, and resolve client risk areas & escalations and proactively develop solutions to avoid churn 
• Experience working with customers who have employees spread across disparate functions (including warehouse populations)

Who You Are

• 4+ years experience managing relationships or selling to HR leaders or clients within the B2B tech and/or employer benefit space 
• Strong interpersonal, relationship-building, and listening skills
• An owner in everything you do; you lead with independent thinking and autonomy
• A proven track record of success with enterprise or mid-market accounts 
• Experience and comfort using data to share insights and make actionable recommendations  
• Experience managing client launches, renewals, and upsell
• Engaging presentation skills, and a desire to lead projects with high visibility
• Excitement for tackling and building processes around new challenges: you enjoy problem-solving, have keen attention to detail, and are motivated to drive ongoing team improvement
• The flexibility and agility to work cross-functionally in a fast-paced environment with a sense of urgency and demonstrated initiative and independence
• A sincere interest in and empathy for your clients and co-workers
• Experience working in Salesforce, Gainsight, Jira, Google Suite, and Zoom
• Passion for our mission and understanding of the healthcare/benefits space 
• Intellectually curious and a fast learner

Benefits

Fundamentals:

• Medical / Dental / Vision / Disability / Life Insurance 
• High Deductible Health Plan with Health Savings Account (HSA) option
• Flexible Spending Account (FSA)
• Access to coaches and therapists through Modern Health's platform
• Generous Time Off 
• Company-wide Collective Pause Days 

Family Support:

• Parental Leave Policy 
• Family Forming Benefit through Carrot
• Family Assistance Benefit through UrbanSitter

Professional Development:

• Professional Development Stipend

Financial Wellness:

• 401k
• Financial Planning Benefit through Origin

But wait there’s more…! 

• Annual Wellness Stipend to use on items that promote your overall well being 
• New Hire Stipend to help cover work-from-home setup costs
• ModSquad Community: Virtual events like active ERGs, holiday themed activities, team-building events and more
• Monthly Cell Phone Reimbursement

Role Description and Mission:

The Senior Client Success Manager (‘CSM’) is an exciting opportunity to join a high-growth, entrepreneurial team within our Insurance LOB.  This business unit is powered by an industry leading software platform and backed by Agero, a market leader with decades of experience serving the automotive services industry. The role will join a select team tasked with the mission to provide quality services and efficient processes to insurance clients, thereby achieving mutual goals of growth, profitability, and customer satisfaction. This individual leads all daily client facing activities for assigned vertical markets and aligned client portfolios.  In addition, the Senior CSM is responsible for management and expansion of Insurance partnerships and general account partnership activities. He/She reports to the Director of Services and Client Success with routine direct engagement with team leadership. 

The Senior CSM is principally accountable for relationship sustainability, expansion, service excellence, financial and goal attainment. The ability to effectively engage and influence efforts with internal stakeholder groups (e.g. Business Development, Operations, Product, Marketing, IT, Sales Engineering, and Billing) is essential for delivering successful outcomes. 

Key Outcomes:

• Establish and manage both executive and working-level (Up and Across) relationships with current and potential clients
• Responsibility for the financial performance, health and oversight of the assigned client base, including the ability to understand key financial drivers and influences
• Evaluate strategies and opportunities through market sizing, revenue and profit potential, competitive set, strategic nature, product requirements, permission to sell and overall GTM strategy
• Be the internal client advocate at Agero to ensure client needs are understood and met by key stakeholders and senior leadership
• Drive weekly & monthly performance reviews with Clients to ensure SLAs and key metrics are achieved/exceeded
• Assemble the right cross-functional teams, when required, to address any needs or resolve issues the clients may have
• Prepare and deliver business reviews to internal senior leadership updating on progress and roadblocks
• Proactively guide and educate clients towards best practices to improve their utilization of Agero services and outcomes
• Develop and prepare client meeting agendas, content, lead presentations, quarterly and annual reviews and direct participation of others on the team
• Demonstrate critical thinking skills in managing complex customer issues from inception to resolution

Qualifications:

• 5+ years of previous experience in a hands-on role (pre-sales, professional services, business development, enterprise account management) working with Enterprise Customers (Fortune 100)
• Advanced knowledge of the auto physical damage (APD) claim process, systems/technology, and key stakeholders 
• Proven track record of moving partners through funnel delivering results with significant contributions to profitability
• Have advanced experience with CRM software (e.g. Salesforce CRM or HubSpot), Productivity and Business applications (particularly Google suite of services), and Business Intelligence tools (Sigma)
• Teamwork mentality and willingness to learn and grow (experience in a virtual environment)
• Analytical confident with gathering, synthesizing and delivering analysis and insights around program performance
• Demonstrated ability to organize multiple account management projects at a time, while maintaining sharp attention to detail and strong partner relationships
• BA/BS Degree or equivalent experience

Hiring In:

• United States: AZ, FL, NC, IL, KY, MA, MI, NM, TN, GA, and VA
• #LI-REMOTE