Client Manager responsible for maintaining commercial client accounts and managing relationships with insurance companies. Ensuring accurate documentation and proper communication within the agency and clients.
Responsibilities
- The CP will manage a defined “book of business,” focused on named key accounts.
- They will be responsible for the overall account growth and minimising churn, as defined through a set of client-based KPIs.
- The CP will be the ultimate owner of the account, their duties will include:
- Creating an environment and working relationships with the client that encourages further investment in Bright
- supporting and collaborating with sales account managers in driving up and cross-selling
- ensuring the voice of our key customers is heard loud and clear
- working with product teams to ensure our products provide the outcomes our customers require
- ensuring that all services (from Support and Success) are delivered to the highest standards
- developing and executing on account plans, tailored specifically to the client
- ensuring all account KPIs are achieved
- guiding customers toward advocacy
- owning the retention of the account
- stay current on industry trends, in the payroll and accounting space
Requirements
- Experience in client-facing roles within SaaS environments, experience in accounting or payroll is highly desirable, as it will further enhance the CP's ability to establish and maintain their trusted advisory status.
- Demonstrated success in managing and growing strategic client relationships
- Experience with project management or specialist roles is highly valuable
- An understanding of appropriate industry based applications and business processes and how they create value for clients
- Developed communication and collaboration skills to work effectively with both internal and external stakeholders
- Excellent presentation and communication skills, both written and verbal
- Bachelor's degree in business, Finance, or related field (or equivalent experience)
Benefits
- Opportunity to work with cutting-edge AI technology that is transforming the payroll and accounting space
- Collaborative, innovative team environment
- Professional development and growth opportunities
- Competitive compensation and benefits package
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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