Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
Our client is a claims management system that helps insurance carriers, third party administrators and independent adjusting firms process claims virtually. They are seeking a driven Customer Relationship Manager who will assist in proactively managing their users in real time. This is an opportunity to empower customers with the knowledge of how best to leverage the product to assist in building and growing their business.
You will act as a trusted advisor to their clients to build and strengthen partnerships, drive adoption of the product, and ensure the realization of solution value. Our ideal candidate will be a self-starter who understands SaaS sales and feels comfortable wearing many hats in a fast-paced environment. You will be responsible for taking proactive measures to improve customer experience by skillfully guiding new customers through onboarding, resolving product-related issues, suggesting complementary products or services, and managing upsells and renewals. Additionally, you will work with internal departments as well as outside contractors to ensure solutions are effectively deployed, problems are addressed, and customers are satisfied.
Our client is a well-established business that has created solutions in the claims management space for over a decade. This is an exciting and unique opportunity to bring a brand-new application into the marketplace!