Client Success Specialist

Date Posted: 7/15/2019

Type of Employment: Full-Time

Department: Training/Account Management

Job Snapshot

  • Location: Cedar Falls, IA
    Education: 4 Year Degree
    Industry: Insurance, SaaS
    Travel: None 

  • Experience: 3+ years
    Relocation Covered: No
    Manages Others: No

Job Description

Growing technology company seeks experienced Client Success Specialist. This key client-facing role is responsible for ensuring client expectations are met with regard to products and services. In addition, this role will focus on growing additional sources of revenue and product reach within accounts. Our company provides an online software solution that helps insurance agencies increase efficiency, enhance customer satisfaction, control costs, and stay competitive. We currently have customers nationwide. Our company is growing and we are eagerly seeking high quality individuals to join our team. Core values of our company include:

  • Client-centric organization focused on delivering great customer service
  • Positive, collaborative team environment with co-workers who genuinely care about their work
  • High level of professionalism in everything we do
  • Continuous teaching, learning, and growth for all team members as they share in the journey that is the story of our company

Responsibilities of this position:

Develop and manage client relationships.

  • Client Success Specialists are experts on the AgencyBloc product
  • Conduct client product training sessions via web meetings and conference calls
  • Work with clients and internal business partners to gather project requirements and coordinate with technical support to ensure setup and implementation of products meet client expectations
  • Respond to client inquiries and requests and coordinate with internal business partners to ensure client satisfaction
  • Proactively engage clients, and work closely with account base users to verify they are trained and effectively drive adoption of the product on a consistent basis
  • Analyze assigned accounts, identify main decision makers to determine growth areas for additional products, and create and assign those opportunities to appropriate sales person
  • Ensure department metrics are achieved including goals for client satisfaction and revenue
  • Analyze, design, and implement new processes and procedures to maximize efficiencies
  • Achieve high rate of renewal across assigned customer base
  • Train new success specialists
  • Actively participate in weekly departmental meetings
  • Other duties as assigned


  • Minimum three years experience managing account relationships
  • Specific examples of previous experience developing relationships and exceeding goals
  • Proven track record of establishing credibility with key clients and accounts
  • Excellent interpersonal skills, highly organized and efficient
  • High level of comfort with technology
  • Excellent written and verbal communication skills
  • Motivated by the opportunity to be part of a fast moving, entrepreneurial team
  • Experience supporting the insurance industry strongly preferred