Customer Success Associate working with clients to enhance their experience with Beam's financial solutions. Facilitating onboarding, relationship management, and customer satisfaction.
About the role
- Success Manager for the Digital Client Journey at Sun Life focusing on performance metrics and insights. Analyzing data and working with cross-functional teams to optimize digital sales platform.
Responsibilities
- Aggregate data, develop reports, track key metrics, identify trends, and derive meaningful insights into the performance of our digital assets (daily, weekly, monthly quarterly annually).
- Work closely with the Client Journey delivery teams to track optimizations, align on success measures, and test strategy for gaining insights and performance impacts.
- Analyze data, derive insights to formulate recommendations into area for opportunity to improve performance of our omni-channel sales platform (digital assets, upstream, and downstream processes).
- Actively partner with key stakeholders across functional teams to derive insights on how upstream, midstream, and downstream variables impact performance of our omni-channel experiences.
- Work with cross functional teams to influence and negotiate prioritization of optimizations identified, taking on ownership to track them through to completion.
- Present your finding and share your recommendations across various forums and levels of leadership.
- Act as a liaison across functional teams ensuring appropriate stakeholders are engaged and there is the right level of awareness to effectively drive outcomes.
- Maintain your own backlog of opportunities identified, prioritizing based on highest value to our client and our business.
- Partner with analytics to obtain data, key metrics, provide needs using your influence to prioritize deliver.
- Assist in the development of volume forecasts and defining targets.
Requirements
- Must be client obsessed, placing our client at the centre of your work.
- An innate curiosity that compels you to ask questions and to dig deep to find answers.
- Demonstrated ability to produce and communicate meaningful insights from various sources and complex data (Quantitative and Qualitative).
- Demonstrated ability to effectively visualize, and present complex insights adapted to a variety of audiences.
- Demonstrated experience using data and insights to formulate and support recommendations to influence change.
- You bring a sense of urgency and instill the same a sense of urgency in others to driving outcomes.
- Demonstrated ability using data to derive opportunity value to prioritize work.
- Demonstrated success working collaboratively to achieve outcomes.
- Demonstrated success proactively networking, fostering relationships, and building partnerships.
- Demonstrated ability using historical data and emerging trends to create volume forecasts.
- Strong critical thinking & creative problem solving.
- An owner’s mindset (must have); You are accountable for driving outcomes and feel accountable holding other accountable to their part.
Benefits
- Competitive salary and bonus structure influenced by market range data.
- Flexible Benefits from the day you join to meet the needs of you and your family.
- Pension, stock and savings programs to help build and enhance your future financial security.
Job title
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Degree requirement
No Education Requirement
Location requirements
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