Customer Success Manager - BFSI

- This role is with one of our health insurance broking client. Role details are given below:

- Our client is looking to bring on a customer success manager who will be the interface between core team and clients. The person will be responsible for running our client's best in-class insurance onboarding experience with clients  and managing the client relationship throughout the year.

Primary Responsibilities:

- Learn about Group Mediclaim and Health benefits so that you can articulate the value to existing and new customers

- Educate clients about health benefits management and onboard them to our own dashboards and roster management tools.

- Develop a deep relationship with the customer and an understanding of their employee health to be able to suggest specific Health product features, interventions, and value propositions.

- Help execute and iterate the Health onboarding experience to maximize client enrollment in our app and understanding of our benefits.

- Be the customer's voice within organization providing feedback to Product team to develop/identify new features

- Increase renewal rates, drive adoption and consumption, improve customer satisfaction, and work with our customers to generate new business (upsell and cross-sell)

- Serve as the internal voice of the customer and advocate for our clients- needs (services, support, product management, executive alignment)

- Manage and track key performance indicators (KPIs) - claims settlements and health app adoption - to ensure exceptional, predictable results

- Define and measure leading indicators and calculate risk forecasts based on product adoption; close renewal, upsell, and cross-sell opportunities within assigned client accounts in partnership with relevant Sales Account Executives and identify opportunities for customer references and case studies

- You may travel on-demand to a customer site for short visits

Required Qualification :

- A minimum of 8 years of combined experience in Customer Support/ Success.

- Bachelor's and Master's degree from a renowned college or university

- 6 - 8 years of experience in B2B customer success, account management, product management, relationship management, or a strategic consulting organization

- Should have strong problem-solving skills, with excellent written and verbal communication

- Advanced knowledge of Microsoft Excel/Word

- Product management or product evangelization experience with the aptitude to learn new products

- Passion for solving client challenges and commitment to client delight

- Proven ability to coach, mentor, and develop individual contributors

- Naturally curious, with excellent critical-thinking skills