Description:
Reporting to our Manager, Customer Success, Azelie Pouliot, we're looking for a Client Relationship Executive who will act as a trusted advisor to our growing portfolio of clients by managing renewals, retention and engagement strategies and assisting in long-term growth opportunities with a strong passion for delighting clients.
What You’ll Be Doing
- Developing and maintaining important relationships with our beloved clients including engaging, reporting and ensuring long-term engagement with Dialogue through industry-leading client satisfaction
- Creating material to review account performance and supporting/proposing curated action plans to ensure our clients meet their engagement objectives and beyond
- Implementing strong, reliable renewal strategies based on account health and risk to reach ambitious retention goals and retain long-lasting relationships with our clients
- Identifying and supporting our Customer Base sales team with up-sell, cross-sell opportunities to be able to achieve sales targets and deliver more care and value to our beloved clients
- Mastering internal account management practices that allow for business process optimization and actively contributing to areas of opportunity for improvement within our department
- Mobilizing internal and external stakeholders to represent the voice of our customers and making their feedback as impactful as possible to influence the evolution of our products and processes
We'd Love To Hear From You If You Have
- 2+ years of experience in account management and project management or client services
- Track record of performance and success (i.e. experience in a top-tier company, steep progression, community involvement, history of exceeding objectives, etc.)
- Demonstrated ability to build positive relationships with key stakeholders and act as a trusted advisor
- Strong ability to lead projects by mobilizing internal and external stakeholders and effectively identifying and organizing task deliverables
- Solid work ethic and proven time-management and prioritization capacity to deliver results and meet deadlines
- Experience managing or collaborating with Human Resources, Operations, and/or Finance departments is required
- Experience with Salesforce and/or Totango or within the insurance industry is a strong asset