Customer Success Manager
ThreeFlow
ThreeFlow is looking for results-driven teammates who are eager to solve problems and question the status quo. We cultivate an inclusive culture where everyone can contribute, grow, feel valued, and make an impact.
We’re excited to add a Customer Success Manager (CSM) to our team to be a leading source of ThreeFlow user adoption in our West Coast Region. Reporting to the Manager of Customer Success, our new CSM colleague will be crucial to the growth and success of ThreeFlow as we push the boundary of what’s possible in the employee benefits industry. If you inspire and influence people to adopt new ways of working, have a passion for transforming the employee benefits industry, and regularly use data to change customer behavior, we encourage you to apply!
This position is based remotely within the U.S. and focused on the West Coast Region (California, Oregon, Washington, Idaho, Montana, Wyoming, Utah, Hawaii, and Alaska). Travel within the assigned territory is required up to 10% of the time.
About the role
- Manage a portfolio of brokers (and their carrier partners) and consult on how ThreeFlow can help both parties achieve their objectives and enable them to increase their usage
- Develop relationships with influential users in a broker and carrier organization and convert them into ThreeFlow champions
- Collaborate cross-functionally between our support, marketing, product, sales, and partnerships teams and advocate the needs of customers to leaders in different departments while working within your regional territory pods
- Build and improve processes for collecting customer feedback, building requirements, and maintaining a long-term roadmap that clarifies goals and enables brokers and carriers to measure their progress
- Lead regular customer planning meetings to celebrate positive outcomes, see opportunities for growth, and intervene when risks arise
- Understand and forecast book of business planning to identify opportunities for growth and reduce risk
- Deliver an exceptional customer experience with proactive communication and orchestrate appropriate internal resources to meet and exceed customer business goals
About you
- 5+ years of customer success, client services, or consulting experience at a benefits brokerage firm or insurance carrier and understanding of industry challenges and trends
- You’re passionate about helping clients succeed
- You have a proven ability to drive action and change by using data to build scalable solutions (We’re energizing the next generation of the benefits industry, so we adapt and iterate regularly)
- You’re comfortable communicating clearly and concisely, have strong organization and prioritization skills, prep and presentation skills, and take initiative even if you don’t have all the answers
- Intermediate to advanced proficiency with Salesforce, Google Docs, and Powerpoint is helpful, though not required
- SaaS experience is helpful, though not required
Please note that immigration sponsorship (H-1B, TN, etc.) is not currently available for this position.
Notice
Scams in which fraudsters impersonate legitimate businesses for personal gain are on the rise and can come in many forms. ThreeFlow doesn’t interview candidates via email, and job offers are only extended by the hiring manager after a thorough interview process involving phone and/or Zoom interviews. Our recruiters only use @threeflow.com email addresses, and we'll never ask you to provide sensitive information like your social security number or bank account details as a part of our interview process or through a PDF form. If you receive a suspicious email regarding a position or job offer with ThreeFlow, please don’t respond. Report it as spam, and forward that email to careers@threeflow.com.
Our (FTE) benefits
- Competitive salary and equity
- Comprehensive health benefits for you and your family
- 401(k) plan
- Generous paid time off
- Paid parental leave
- Stipend to improve your work from home experience
- Stipend for learning and development
Our values
ThreeFlow's core values are the foundation of our culture and remain constant as we grow.
- Constantly push boundaries
We think beyond what might be easy or obvious when we're problem solving. We get scrappy and creative in front of hurdles. - Collaborate enthusiastically
Our collaboration as a team is our most valuable asset. We’re able to go farther when we act together. - Work with respect
We’re deliberate, honest, and kind with the words and actions we use. We believe people have positive intent with their actions. - Grow together
We value developing ourselves personally and professionally to achieve our goals. We encourage taking chances and celebrate curiosity.
About ThreeFlow
ThreeFlow is a Benefits Placement System, a new category of enterprise software that allows benefits brokers and insurance carriers to manage the entire placement process in one shared system. We make it easier for carriers to win business and brokers to empower employers with the details they need to make better decisions. By connecting people, systems, and information, we enable easier communication, a quicker process, and better decisions making busy people more productive. Learn more at threeflow.com
ThreeFlow is committed to building an inclusive working environment regardless of gender, sexual orientation, religion, ethnicity, race, education, age, or other personal characteristics. We believe that people do their best work when they can be themselves, and we’re creating an environment to enable them to do just that.