Customer Success Executive

Overview:

• The Customer Success Executive is responsible for leading the agent acquisition (sales) and customer success teams at Agencify. This includes developing and executing agent acquisition and customer success strategies that drive revenue growth and ensure customer satisfaction. The Customer Success Executive is also responsible for managing the acquisition and customer success teams, building, and maintaining relationships with key stakeholders in the independent insurance industry, and monitoring key metrics related to acquisition and customer success.

Responsibilities:

• Develop and execute acquisition and customer success strategies that drive revenue growth and ensure customer satisfaction
• Manage the acquisition and customer success teams, including hiring and training new team members, setting acquisition goals and targets, and monitoring performance
• Build and maintain relationships with key stakeholders in the independent insurance industry, including agents, insurer (carrier) partners, and industry associations
• Attend industry events, conferences, and trade shows to network and build relationships
• Monitor and analyze key metrics related to acquisition and customer success, including revenue growth, customer satisfaction, customer retention, and other performance indicators
• Work closely with other departments, including product, marketing, and operations, to ensure that the platform is meeting the needs of agents and delivering value to customers
• Develop and maintain a deep understanding of the insurance industry and the competitive landscape
• Stay up-to-date with emerging trends and best practices in acquisition and customer success

Requirements:

• Bachelor's degree in Business, Marketing, or related field; MBA preferred
• Minimum 2 years of experience in acquisition or customer success leadership roles, preferably in the insurance or financial services industry
• Proven track record of driving revenue growth and customer success in a high-growth, fast-paced environment
• Strong leadership skills with the ability to inspire and motivate teams to achieve goals and targets
• Excellent communication and interpersonal skills with the ability to build and maintain relationships with key stakeholders
• Strong analytical and problem-solving skills with the ability to analyze data and make data-driven decisions
• Ability to thrive in a dynamic, fast-paced environment with multiple priorities and competing demands