Client Experience Executive

ThreeFlow Logo

ThreeFlow

📍Remote - United States

Summary

Join ThreeFlow as a remote Client Experience Executive and partner with client leadership teams to identify opportunities for growth and build action plans. You will drive revenue by focusing on delivering value and exceeding client objectives. This role requires building and managing complex project plans, maintaining familiarity with ThreeFlow's products, and conducting regular business reviews. The ideal candidate is results-oriented, customer-focused, and possesses strong strategic advisory skills. This position is remote and open to candidates in specific states. ThreeFlow offers competitive benefits, including comprehensive health benefits, 401(k), generous paid time off, and parental leave.

Requirements

  • Drive measurable results for our clients and revenue for ThreeFlow
  • Passionate about helping customers
  • Experience not just in client success, but in serving as a true strategic advisor to your customers
  • Driven by outcomes, not ego
  • Quick to take accountability and learn from mistakes, and equally quick to share the spotlight with wins
  • Inspire others (clients and colleagues) to join you on a journey
  • Verbally articulate and get people excited about the destination at the end of that journey
  • Take on tough problems by breaking them down into parts, mapping out how, when, and who will do what to reach the goal
  • Organized and know exactly how you’re going to get from point A to point B
  • Worked in Account Management and/or Growth (i.e. held a quota against existing customers) for 4+ years

Responsibilities

  • Partner with the client leadership teams to better understand how ThreeFlow can add new value and then build action plans
  • Proactively identify and solve barriers to success
  • Drive revenue for the organization; we have a usage-based revenue model, so by focusing on driving value, you also focus on driving revenue
  • Serve as the voice of the client, articulating the client’s business objectives and work cross-functionally to meet and exceed those objectives
  • Build and lead complex project plans for ensuring our clients goals are met as well as our own internal goals
  • Build and maintain a deep and comprehensive familiarity of ThreeFlow’s products, services, and roadmap
  • Conduct regular business reviews to track performance management, seek product feedback, and ensure satisfaction

Preferred Qualifications

  • Experience in the insurance industry (medical, life, disability, dental, vision, worksite, or stop loss)
  • Experience with a usage-based revenue model

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

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