Customer Experience Associate
Core
Client servicing and customer success for a commercial risk management platform, focusing on broker partnerships, onboarding, and process optimization.
Role type
Customer Experience Associate (Client Servicing & Customer Success)
Builds
Commercial Property & Casualty insurance platform for high-hazard industries
Domain
Insurance / Commercial Risk Management / SaaS
Deliverable
client delivery
Required skills
client relationship management, post-sales account management, documentation and change management, customer onboarding, demo delivery, quarterly business reviews, process improvement, cross-functional collaboration
Preferred skills
detail-oriented, customer-centric, adaptable, self-motivated, process development mindset
Technologies
N/A
Responsibilities
Cultivate and maintain strong relationships with broker partners; Manage post-sales account processes; Own documentation, change management, and ongoing trainings; Lead customer demos, onboarding, and quarterly business reviews; Identify areas for improvement and propose solutions
Seniority
Mid-level, hands-on IC