Client Success Data Specialist

Date Posted: 4/7/2020

Type of Employment: Full-Time

Department: Training/Account Management

Job Snapshot

  • Location: Cedar Falls, IA 
    Education: 4-Year Degree or Equivalent Experience
    Industry: Insurance, SaaS

  • Job Type: Account Management
    Manages Others: No
    Experience: 3+ years
    Travel: Up to 5%
    Relocation Covered: No

Job Description

Growing technology company seeks experienced Client Success / Data Migration Specialist. This key client-facing role is responsible for ensuring successful data imports; both for new clients during onboarding as well as any client that may need assistance with our data import or conversion utilities. This position resides on the Client Success team but will work in conjunction with both the Sales and Product teams. The role is a blend of client communication and focused project management tasks.

AgencyBloc 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:

  • Act as a data expert to help clients migrate their data from other sources into the AgencyBloc platform
  • Respond to client inquiries and requests, and coordinate with internal business partners to ensure a successful data migration/import that meets client expectations
  • Conduct data mapping, data conversion, and data migration for new customers
  • Focus heavily on accuracy and attention to detail for work completed while acting with a sense of urgency to help meet internal/external deadlines
  • Provide quality assurance on data conversion work
  • As part of the Client Success team, be an expert on the AgencyBloc product, specifically as it pertains to the import and conversion utilities
  • Conduct client import training sessions via web meetings and conference calls
  • Support team goals including client satisfaction and retention
  • Analyze, design, and implement new processes and procedures to maximize efficiencies 
  • Actively participate in regular departmental meetings
  • Other duties as assigned


  • Ability to learn and thrive in an office environment, as well as a home-based environment    
  • High level of comfort with web-based technologies
  • Minimum three years’ experience in manipulating and/or cleansing of data in Microsoft Excel and CSV
  • Strong Excel and CSV expertise
  • Flexibility to manage multiple, active data manipulation/migration projects at once
  • Strong troubleshooting and problem-solving instincts
  • Proven track record of establishing credibility with key clients and accounts
  • Excellent interpersonal skills, highly organized, and efficient
  • 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

This is the ideal opportunity for motivated individuals who provide excellent customer service while maintaining an organized queue of internal tasks. Successful individuals in this role have an obsession for accuracy, a passion for helping others and a blend of technical and interpersonal skills.

How to apply:

Please submit a resume and cover letter by email to  for consideration. Please, no paper resumes.

Deadline to have resume/cover letter submitted by Friday, April 24, 2020.