Customer Success Manager

1 week ago


Exton, Pennsylvania, United States iPipeline Full time
Customer Success Manager

iPipeline is building a Customer Success team to drive customer adoption, retention, and expansion across our customer base. Our customers include Insurance Carriers, Financial Institutions, and BGA/IMO's. Our team focuses on understanding our customers deeply to advocate for them internally and drive customer success.

Key Responsibilities
  • Partner with internal teams to establish and manage customer relationships.
  • Build and foster relationships with senior executives in business and IT to achieve alignment with Business Outcomes.
  • Develop and update Customer Success Plans to drive customer value and adoption.
  • Recognize opportunities to cross-sell and expand presence in existing accounts.
  • Team closely with Professional Services to participate in Governance Calls and Roadmap discussions.
  • Drive improvements in customer satisfaction and act as a 'voice of the customer' internally.
  • Respond to non-sales related customer requests in a timely fashion.
Qualifications
  • 3+ years of strong customer success or account management experience.
  • Has handled difficult customers or situations and can demonstrate resolutions.
  • Demonstrated ability to take ownership of complex problems.
  • Knowledge of the life insurance, annuity, or financial services industry.
  • Familiarity with enterprise software and/or hands on software development and delivery experience.
  • Ability to create and deliver presentations with compelling messages to technology and business audiences.
Desired Skills and Experience
  • Passion for customer satisfaction and driven to solve customer issues.
  • Proven ability to lead and influence cross-functional teams.
  • Proven track record of achieving targets and goals in Customer Success, Account Management, or Sales setting.
  • Strong tools skills – Microsoft 365 tools, Salesforce, PowerBI.


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