What are the responsibilities and job description for the Customer Success Manager position at Compliance Holdings, LLC?
Role Description
This is a full-time hybrid role for a Customer Success Manager at CXC Solutions, a Compliance Holdings company. The Customer Success Manager will coordinate projects from inception through delivery. The ideal candidates will have a strong customer management background and will serve as a liaison with an ability to onboard new clients, manage account renewals, identify revenue growth opportunities, manage the customer success processes and metrics, and continuously identify areas for process improvements.
Responsibilities
This is a remote or hybrid position; the office is located in Dallas, TX. This job operates in a professional environment, whether in person or remotely. This role routinely uses standard office equipment such as computers, phones, and printers.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk and hear. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
If you are a resident of a state that requires pay transparency, please email us at HR@complianceholdings.com to receive compensation and benefits information for this role. Be sure to include the Job ID in the subject line of your email.
Compliance Holdings, LLC. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
This is a full-time hybrid role for a Customer Success Manager at CXC Solutions, a Compliance Holdings company. The Customer Success Manager will coordinate projects from inception through delivery. The ideal candidates will have a strong customer management background and will serve as a liaison with an ability to onboard new clients, manage account renewals, identify revenue growth opportunities, manage the customer success processes and metrics, and continuously identify areas for process improvements.
Responsibilities
- Perform account management of portfolio of existing clients
- Manage customer satisfaction initiatives, including surveys, across all products and services
- Work with clients to create customer success stories in collaboration with marketing
- Assist in the onboarding of insurance brokers and employers
- Identify cross-sell and up-sell opportunities with clients
- Manage annual renewal process and metrics
- Handle escalations that may have a strategic impact on the company
- Build long-term relationships with key clients
- Collaborate with internal teams (Business Analysts, Developers, Sales/Marketing and Executives)
- Support trade organizations and occasionally travel to conferences
- Assist customers with their purchasing inquiries and decisions
- Stay current with the latest industry trends
- Bachelor’s Degree with 0-2 years of related experience
- A background in Insurance/Benefits is highly desirable
- Hands-on experience with CRM and project management software
- Good interpersonal skills with the ability to build relationships with clients
- Excellent problem-solving aptitude
- Strong project/time management skills with the ability to work in a fast-paced environment
- Excellent communication and negotiation skills
- Creativity and innovation skills
- Medical, Dental and Vision Benefits
- Health Savings and Flexible Spending Account Options
- 401(k) with Automatic Company Contribution
- Employee Assistance Program
- Company-paid Life and Disability Insurance
- Unlimited Time Off Policy
This is a remote or hybrid position; the office is located in Dallas, TX. This job operates in a professional environment, whether in person or remotely. This role routinely uses standard office equipment such as computers, phones, and printers.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk and hear. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
If you are a resident of a state that requires pay transparency, please email us at HR@complianceholdings.com to receive compensation and benefits information for this role. Be sure to include the Job ID in the subject line of your email.
Compliance Holdings, LLC. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
