Client Experience Manager (CSM) – ThreeFlow

169% 1-Year Employee Growth Rate | 453% 2-Year Employee Growth Rate | LinkedIn | $9.3M Venture Funding

What Is Employee Growth Rate & Why Is It Important?

ThreeFlow is looking for teammates who are naturally curious and love to ask questions, even when it means questioning industry standards. We cultivate an inclusive culture where everyone can contribute, grow, and feel valued. Client experience managers at ThreeFlow deliver value to our broker clients and carrier partners by working directly with users to understand and achieve their goals. You’ll work closely with a cross-functional team to build creative, scalable solutions and an outstanding client experience.

About the role

• Ensure that ThreeFlow is helping our brokers and carriers to save time, save money, and deliver a better experience to their mutual clients
• Proactively track usage of our product and, as needed, contact users with support and guidance on how to get the most out of ThreeFlow
• Own the continued configuration of the ThreeFlow product, ensuring our system is ready for users at or before peak marketing season
• Collaborate with our client experience executives to activate support plans that map out how we’re going to meet ROI targets for our partners and clients
• Serving as the voice of the user, articulating the user’s objectives and work cross-functionally to meet those needs
• Build and maintain a deep and comprehensive familiarity of ThreeFlow’s products, services, and roadmap
• Anticipate potential issues and build action plans that lead to favorable resolutions
• Conduct ongoing client pulse/check-in calls to track goal achievement, seek product feedback, and ensure satisfaction

About you

• There’s nothing more professionally rewarding than developing a relationship with a client and helping them overcome challenges and achieve goals.
• You have a high EQ and have historically had an easy time connecting with others, even those who are different from you. People trust you and want to work with you.
• Where others have a mess of unorganized tasks, your project plans are the business equivalent of Marie Kondo’s closet (both organized and able to spark joy). Time management comes easy to you, especially if effective time management doesn’t involve you influencing others to get their work done on time.
• You work on a team by choice and you love celebrating the success of the team, even when you play a large role in achieving that successful outcome.
• You’ve worked as a customer success manager, client services manager, or account manager for 4+ years, ideally in the insurance industry (life, disability, dental, vision, worksite, or stop loss) but not required. Experience with a usage-based revenue model is a plus.

Tagged as: >100% 2 Yr Employee Growth, 51-200 Employees, Hide US-Only Jobs, Venture Funded