Own the overall program timeline end-to-end, coordinating with EPD and the Sprint Planner to keep delivery on track.
Gather and document partner requirements into clear deliverables for EPD to execute, serving as the primary day-to-day partner contact during implementation.
Track and communicate project health proactively, flagging delays and risks while maintaining accurate records in Sure's CRM.
Sure is an insurtech company that builds embedded insurance programs for partners. The company moves fast and ships insurance programs used by millions of customers daily, fostering a culture of strategic relationship management and cross-functional execution.
Engage with customers through regular calls, business reviews, and daily needs to build long-term strategic partnerships.
Monitor adoption metrics, create success plans, and manage escalations to ensure customers utilize the full Axon platform.
Develop deep product knowledge and share industry best practices to help customers achieve operational goals.
Axon is a technology company focused on public safety, providing devices and cloud software to protect life. They aim to be a force for good with a fast-paced and meaningful work culture.
Own and grow relationships across strategic enterprise customers, driving adoption and ensuring operational success.
Lead Quarterly Business Reviews, identify risks early, and drive clear action plans to improve outcomes.
Partner closely with Sales, Support, Product, and Operations to deliver a seamless customer experience and drive long-term success.
Avive Solutions, Inc. is a growth stage Automated External Defibrillator (AED) company with a connected response system that is rapidly gaining market share. We are a mission-driven team saving lives, operating as a dynamic organization that builds elegant, creative solutions to complex problems.
Leads a team of strategic Account Managers across multiple verticals to drive client retention and revenue growth.
Develops long-lasting client relationships by understanding needs and providing strategic solutions leveraging Origami's platform.
Oversees team performance, coaching, and training to ensure productivity, quality, and achievement of KPIs.
Origami Risk delivers single-platform SaaS solutions for risk, insurance, compliance, and safety management. The company was founded by industry veterans and is an equal opportunity employer committed to diversity and inclusion.
Manage a mid-market portfolio of accounts, driving customer retention and growth through proactive engagement.
Serve as a trusted advisor, guiding customers through onboarding, product adoption, and renewal to maximize value.
Collaborate with sales and cross-functional teams to identify upsell opportunities and resolve issues.
Nearmap provides aerial imagery, AI-driven analytics, and geospatial tools to help plan, build, insure, and govern the built environment. They cultivate an inclusive, supportive culture and value moving fast and working smart.
Schedule appointments and meet existing customers to identify prospects and present product offers.
Conduct sales presentations through virtual or on-site meetings.
Identify and qualify prospective customers through research, networking, and cold-calling.
XCEL Testing Solutions, a Colibri Group brand, provides online insurance education and securities licensing. The company values include Love, Joy, Boldness, Teamwork, and Curiosity, and has served over 25 million students.
Build trusting relationships with assigned customers to ensure high satisfaction and proactively understand their needs and pain points.
Drive expansion by identifying customer needs for additional products, managing renewals, and promoting adoption and engagement.
Represent the voice of the customer to inform product roadmaps and contribute to the development of FinQuery's product roadmap.
FinQuery stands at the forefront of accounting automation, specializing in contract-driven accounting. Recognized as a global leader in lease accounting on G2.com, we serve over 8,500 customers and have been named one of the fastest-growing private companies by Inc 5000 for five consecutive years.
Serve as primary relationship owner for Strategic employer customers, driving engagement and retention.
Partner with marketing to develop engaging campaigns and workshops for customers.
Collaborate internally with product, clinical, and data science teams to resolve customer issues.
Lyra Health is a leading provider of evidence-based mental health care, serving over 20 million people globally. The company has delivered more than 15 million sessions of care and is known for a transformative, AI-powered platform.
Ensure clients achieve their desired outcomes with the product, from implementation to ongoing success.
Manage client relationships as the primary point of contact for day-to-day queries and project coordination.
Drive client satisfaction, engagement, and growth through proactive communication and identifying upsell opportunities.
VivaCity builds AI-powered sensors and analytics to give cities a network-wide understanding of transport movements, supporting safer streets and sustainable transport. It is a 60-person AI scale-up with a presence in the UK, North America, and APAC, and a collaborative culture focused on actionable insight.
Onboard corporate clients by managing account setup, configuring structures, and ensuring smooth launches.
Act as primary client relationship orchestrator, driving cross-functional collaboration and contract renewals.
Identify upsell opportunities and provide consultative solutions to maximize account growth.
Sharebite is a food ordering platform for companies to feed employees while fighting food insecurity through meal donations. The company has donated over 15 million meals and has been recognized by Inc. Magazine, Fast Company, and Inc 5000.
Lead, coach, and develop a team of licensed insurance agents in a fast-paced, performance-driven environment.
Drive accountability against core KPIs including conversion rate, premium production, contact rate, and customer experience metrics.
Collaborate cross-functionally to optimize workflows, tooling, and operational strategy for agency growth.
NerdWallet is on a mission to bring clarity to all of life's financial decisions. With a culture of inclusion, flexibility, and candor, the company supports remote and in-office work for talented Nerds.
Develop and maintain long-term business relationships with clients by understanding their priorities and ensuring they get value from the software.
Onboard and train customers on new features, monitor utilization, and identify upsell and expansion opportunities.
Adapt quickly to changes, possess strong relationship building skills, and provide reports to management on client development.
Surglogs is an award-winning software solution that digitizes and streamlines regulatory compliance for ambulatory surgery centers and healthcare facilities across the US. They are a quickly growing team looking for ambitious and passionate individuals to join their movement.
Manage an assigned book of business, ensuring account retention and supporting new business through policy management, renewals, and customer service.
Direct daily activities of the account management team, handling complex issues and maintaining technical competence.
Monitor accounts receivable, maintain agency systems, and communicate transparently with the team to ensure timely service and compliance.
Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, providing property and casualty, employee benefits, and personal lines insurance solutions. With over 1,300 associates in more than 60 offices across the US and UK, IOA fosters a respectful culture, work-life balance, and community service commitment.
Partner with Customer Success Managers on international service delivery for Workforce Mental Health customers.
Serve as subject matter expert on global nuances, resolving inquiries and leading international agenda items during customer meetings.
Proactively monitor account risk, develop mitigation strategies, and coordinate with internal teams and global networks.
Lyra Health provides mental health solutions for employers, supporting over 20 million people globally. The company has delivered 13 million sessions of care and published more than 20 peer-reviewed studies.
Respond to premium audit inquiries via phone and email, providing accurate information to clients.
Coordinate communication between clients and the audit team to ensure smooth audit processes.
Maintain accurate records of communications and prepare audit reports and summaries.
Crum & Forster (C&F) provides specialty and standard commercial lines insurance products through admitted and surplus lines insurance companies. With over 2000 employees in the United States, C&F has earned a Great Place to Work Award and is committed to diversity, equity, and inclusion.
Serve as a strategic leader and trusted advisor, managing client relationships and driving process improvements to exceed client expectations.
Collaborate cross-functionally with Operations, Quality, Training, Sales, Client Services, and Implementation teams to enhance service delivery and resolve issues.
Analyze service trends, lead proactive client meetings, and use data insights to optimize performance and communication.
bswift is a leading benefits administration company that provides cloud-based technology and services to simplify employee benefits for thousands of companies nationwide. The company employs a collaborative, inclusive team and has been recognized as one of Chicago's and the Nation's Best and Brightest Companies to Work For, fostering a culture of excellence, accountability, and superior service.
Lead a team of Account Managers to drive customer satisfaction and increase Pacvue adoption.
Analyze client data to uncover insights and recommend solutions using Pacvue's platform.
Partner with Sales, Customer Success, Product, and Marketing to advocate for client needs.
Pacvue is the leading Commerce Operating System, unifying retail media, commerce management, and advanced measurement across 100+ global marketplaces. They empower over 70,000 brands, agencies, and sellers with AI-driven insights and technology, fostering an inclusive global community.
Act as main point of contact for client day-to-day communication and oversight
Craft agendas, host weekly meetings, and manage actions items for key accounts
Collaborate with cross-functional teams to communicate business initiatives and manage account performance.
Vetcove modernizes veterinary software and pet healthcare through a marketplace, ecommerce, and practice management platform. More than 25,000 hospitals rely on Vetcove daily, and it is a fast-growing, mission-driven company backed by Y Combinator and top venture investors.
Serve as the primary advocate for assigned customers, building relationships up to the C-level.
Monitor customer utilization trends and KPIs, providing proactive recommendations and managing the renewal pipeline.
Collaborate with internal teams to align product roadmaps and support activities with customer strategic objectives.
Saviynt is an AI-powered identity platform that helps organizations manage and govern access to applications, data, and business processes. They are a high-growth company serving Fortune 500 companies and government institutions, fostering a welcoming and positive work environment.
Own senior-level relationships with 2-5 large health systems, driving adoption and renewals.
Optimize VBC program performance using data insights and coaching.
Coordinate cross-functionally to execute critical projects and resolve issues.
Pearl Health empowers primary care providers to succeed in value-based care through technology and services. Founded in 2020, the company is backed by premier investors and works with thousands of providers across 44 states.