Sales Associate – Final Expense, Life Alert Campaigns
Posted 41ds ago
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Job Description
Customer Success Executive managing client accounts and fostering partnerships for Savvital. Proactively supporting onboarding and monitoring client satisfaction in a remote setting.
Responsibilities:
- Serve as the primary point of contact for the assigned client accounts.
- Develop a deep understanding of each client's business, needs, and goals.
- Support the onboarding of new clients, ensuring quick adoption and strong early outcomes.
- Conduct regular check-ins and business reviews to assess satisfaction and identify upsell/cross-sell opportunities.
- Anticipate and identify potential churn risks, working proactively to address them.
- Monitor client usage, engagement, and satisfaction using internal tools and KPIs.
- Collaborate with Sales, Product, and Operations teams to ensure a seamless client experience.
- Manage CRM records and documentation with timely updates.
Requirements:
- Minimum 2 years in Customer Success, Account Management, or B2B Sales.
- Excellent written and verbal communication, as well as client empathy.
- Proficiency in CRM tools (e.g., HubSpot, Salesforce), G-Suite, and basic project tracking tools like Asana, ClickUP, Trello.
- Ability to multitask and prioritize in a deadline-driven environment.
- Experience in a service-based or outsourcing environment is a strong plus.
- Familiarity with US-based clients is a strong plus.
- Experience working with virtual teams or in remote customer-facing roles is a strong plus.
Benefits:
- An employee-first culture that values individual uniqueness.
- A fast-paced, autonomous remote working environment.
- The opportunity to work with a team of highly motivated experts.
















