Partnership Executive – Customer Success Manager
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Job Description
Partnership Executive ensuring a positive client experience while managing large strategic clients at ReSource Pro. Responsible for revenue retention, growth, and collaboration across global teams.
Responsibilities:
- Create processes and cross-functional project plans for the onboarding of large strategic clients
- Manage communications to client contacts ranging from C-level executives to general staff.
- Lead client deliverables, including metric reporting and the establishment of governance plans.
- Execute effectively by training client employees and creating comprehensive procedure documentation.
- Analyze productivity and capacity to provide critical input for strategic client planning.
- Identify trends in service delivery to proactively manage client expectations and results.
- Develop and deliver executive-level presentations regarding ReSource Pro’s engagement and services.
- Partner with Client Executives to identify and facilitate opportunities for service expansion.
- Facilitate process improvement sessions to optimize operational effectiveness for our partners.
- Resolve complex escalations to ensure standards are met for both internal teams and clients.
- Coordinate with IT and internal functional departments to meet common goals and deliverables.
Requirements:
- Bachelor’s degree in Risk Management, Business, Finance, or a related field (Advanced degree preferred).
- 10+ years of insurance industry experience within an MGA/RGA or carrier environment.
- 10+ years in a customer-facing delivery role managing large-scale relationships.
- 10+ years of experience utilizing Project or Program Management methodologies.
- Strong leadership presence with high-level executive presentation and communication skills.
- Ability to travel frequently (50-60%) to client offices to maintain partnerships and support growth.
- Experience leading change management initiatives and planning cultural transformations.
- Superior facilitation skills and the ability to adapt personal work styles to meet client needs
Benefits:
- 100% paid employee health insurance on Day 1
- Eligible for all medical, dental, and vision benefits on Day 1
- Remote & Hybrid work available.
- 401k with employer match, vested on Day 1
- Generous PTO plan with paid holidays + floating holidays
- Development and growth opportunities
- Comprehensive wellness program and prioritization of employee health
- Fun and teamwork-oriented work environment
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