Licensed Broker Customer Success Manager

A company is looking for a Broker Channel Customer Success Manager. Key Responsibilities Manage and scale processes for a high volume of broker channel accounts Facilitate smooth customer transitions from Sales/Implementation and inspire confidence in products and services Serve as the relationship lead, presenting plan data, organizing Quarterly Business Reviews, and owning the annual renewal process Required Qualifications 4+ years of work experience, preferably in a fast-growth company in the health or benefits space Licensed broker or willingness to obtain a broker license within 1 year of employment Values-oriented with a passion for improving the healthcare system Strong team player with experience in cross-functional collaboration Comfortable with modern web applications and adapting to change in a startup environment

Mar 31, 2025 - 18:29

A company is looking for a Broker Channel Customer Success Manager. Key Responsibilities Manage and scale processes for a high volume of broker channel accounts Facilitate smooth customer transitions from Sales/Implementation and inspire confidence in products and services Serve as the relationship lead, presenting plan data, organizing Quarterly Business Reviews, and owning the annual renewal process Required Qualifications 4+ years of work experience, preferably in a fast-growth company in the health or benefits space Licensed broker or willingness to obtain a broker license within 1 year of employment Values-oriented with a passion for improving the healthcare system Strong team player with experience in cross-functional collaboration Comfortable with modern web applications and adapting to change in a startup environment