Essential Job Functions & Responsibilities:

• Skilled in communicating with “C” level executives. 

• Develop and implement the Relationship Management program 

• Create customer loyalty with regular and consistent communication, feedback and exemplary support.

• As product expert, ensure clients are utilizing the tools and resources available to them to their fullest extent by exploring what is being used and conducting education and training exercises to expand usage.

• Establish cadence structure for customer communication and Executive Business Reviews and administer as appropriate.

• Work with Sales and Success teams to coordinate communication and Executive Business Review content to facilitate renewals and ongoing customer engagement.

• Work with the Marketing, Sales, Payment Operations and Product team to drive engagement 

• Establish & maintain relationships with internal technology/product teams and external technology vendors and customers.

• Role requires extensive travel throughout the US.

• Communicate with key stakeholders internally and externally.

• Interface with technical teams to ensure timely deliverables.

• Other duties as assigned.

Skills & Qualifications:

• Excellent customer service and relationship management skills.

• Proven leadership skills.

• Team player; works collaboratively with all departments to achieved desired results.

• Excellent communication skills, able to express ideas, concepts and facts in a professional manner.  Ability to communicate positive and negative information in a non-confrontational manner.

• Ability to understand business strategies and translate those to a functional and technical perspective.

• Ability to gather information on competitor technologies.

• Abreast of industry trends in the business and technology sectors.

• Ability to travel onsite to customer locations.

Experience & Education:

• Bachelor’s Degree in Business or equivalent experience.

• Minimum 7 years’ experience leading customer relationship management functions in insurance, payments or other financial industries. 

• Audit experience a plus