[Remote] Partnership Executive (Customer Success Manager)
Note: The job is a remote job and is open to candidates in USA. ReSource Pro is a trusted partner in the insurance industry, focusing on optimizing performance and driving growth. They are seeking a Partnership Executive to manage client experiences, ensuring revenue retention and service excellence while fostering long-term partnerships.
Responsibilities
- Create processes and cross-functional project plans for the onboarding of large strategic clients
- Manage communications to client contacts ranging from C-level executives to general staff
- Lead client deliverables, including metric reporting and the establishment of governance plans
- Execute effectively by training client employees and creating comprehensive procedure documentation
- Analyze productivity and capacity to provide critical input for strategic client planning
- Identify trends in service delivery to proactively manage client expectations and results
- Develop and deliver executive-level presentations regarding ReSource Pro’s engagement and services
- Partner with Client Executives to identify and facilitate opportunities for service expansion
- Facilitate process improvement sessions to optimize operational effectiveness for our partners
- Resolve complex escalations to ensure standards are met for both internal teams and clients
- Coordinate with IT and internal functional departments to meet common goals and deliverables
Skills
- Bachelor's degree in Risk Management, Business, Finance, or a related field
- 10+ years of insurance industry experience within an MGA/RGA or carrier environment
- 10+ years in a customer-facing delivery role managing large-scale relationships
- 10+ years of experience utilizing Project or Program Management methodologies
- Strong leadership presence with high-level executive presentation and communication skills
- Ability to travel frequently (50-60%) to client offices to maintain partnerships and support growth
- Experience leading change management initiatives and planning cultural transformations
- Superior facilitation skills and the ability to adapt personal work styles to meet client needs
- Advanced degree preferred
Benefits
- 100% paid employee health insurance on Day 1
- Eligible for all medical, dental, and vision benefits on Day 1
- Remote & Hybrid work available.
- 401k with employer match, vested on Day 1
- Generous PTO plan with paid holidays + floating holidays
- Development and growth opportunities
- Comprehensive wellness program and prioritization of employee health
- Fun and teamwork-oriented work environment
Company Overview