Software Account Manager

Summary

Join Snapsheet as a Software Account Manager and cultivate strong relationships with key insurance clients. You will be responsible for understanding client needs, tracking success metrics, and proactively mitigating risks. This role requires strong communication and collaboration skills, along with a deep understanding of the P&C insurance claims process. You will act as a liaison between clients and internal teams, providing consultative recommendations and identifying upsell opportunities. The position offers a remote work environment and a comprehensive benefits package.

Requirements

• Bachelor's Degree Required
• Strong understanding of P&C claims process
• 3+ years of relevant experience working for or with claim organizations B2B Client Services background within P&C industry
• P&C claims experience
• Ability to work cross functionally and collaborate with others
• Critical thinker and self starter
• Excellent communication skills

Responsibilities

• Own and develop trusted relationship with customer by understanding customer priorities and roadmap
• Track success metrics and review monthly metrics reports with Customers including SLA targets and actuals, volumetric, performance data, major issues and outages
• Proactively mitigates potential risks internally and externally
• Work closely with service colleagues(S&I, training and support) on assigned accounts to develop to ensure client success and satisfaction
• Extract, analyze, and assess client business needs and workflows while making consultative recommendations
• Act as a conduit between customer and product team to communicate customer feature requests and product gaps
• Make recommendations on system configuration to support a client’s business goals and objectives
• Identify upsell opportunities and collaborate with the partnership and sales team to drive ancillary revenue
• Work across the firm to drive resolution of identified issues and escalate issues where appropriate
• Provide internal feedback on existing features and contribute to the design of new features
• Articulate client needs objectives and work across the firm to develop and propose solutions
• Maintain regular contact with key decision makers and stakeholders to ensure customer’s desired outcomes are well understood, documented and monitored

Benefits

• Medical, dental and vision insurance through Blue Cross Blue Shield
• Flexible PTO and scheduling
• 4% 401k match program
• Monthly internet stipend
• Employee Assistance Program: offers 6 visits with trained counselors per life incident
• Yearly in-person events including our annual Summit and Roadshows
• Computer and equipment provided
• Snapsheet SWAG and mailers