About this opportunity
SmartFinancial lists this Customer Success Manager 1 opportunity in newport coast, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Customer Success Manager 1Join SmartFinancial: Empowering Insurers with Cutting-Edge TechnologyWelcome to SmartFinancial, where our mission is clear: to drive growth and success for insurance agencies through our industry-leading technology! Voted one of the Best Places to Work for four consecutive years, we are one of the fastest-growing tech companies.We are a leading insurance marketplace, connecting millions of shoppers to our network of insurance partners across all 50 states.Why This Role MattersAs a Customer Success Manager 1 at SmartFinancial, you'll play a key role in helping insurance agents and agencies succeed on our platform. You'll manage a growing book of business, build strong client relationships, and work directly with customers to help them maximize the value and performance of their accounts.This is an entry-level, in-office role designed for someone who is motivated by building relationships, solving problems, and achieving measurable results. You'll work with smaller accounts, re-engage customers through our win-back dialer, and identify opportunities to grow accounts to higher monthly spending levels.CSM1s who consistently meet and exceed performance expectations will be eligible to advance into Customer Success Manager 2 or Strategic Customer Success Manager roles.Our goal is to become the premier Customer Success Team in the Insurtech industry, and you will be an important part of making that happen.What You'll DoGrow: Manage a book of 100+ active accounts, building strong relationships while identifying opportunities to increase account utilization and monthly spend.Win Back: Work our win-back dialer to re-engage inactive and lower-spending customers, build your book of business, and create new opportunities for account growth.Optimize: Review lead performance, filters, pricing, geographic targeting, emails, calls, and other account settings to help clients get the most out of the SmartFinancial platform.Drive Results: Help customers improve key performance indicators such as cost per acquisition, close rate, lead quality, return on investment, and overall account performance.Retain: Build trusted customer relationships and proactively identify issues that could impact customer satisfaction, utilization, or retention.Own It: Serve as a reliable point of contact for your assigned customers, providing consistent communication and helping them achieve their business goals.Solve: Address customer questions, objections, concerns, and ad-related complaints using established Customer Success processes and protocols.Excel: Deliver a best-in-class customer experience while consistently achieving the activity, retention, talk-time, and account-growth goals associated with the role.
Worksite address
newport coast, CA, 92657, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.