Client Success Manager

Propelus is modernizing how professionals, their employers, regulators, and associations work better together. For over 20 years, Propelus solutions — CE Broker, EverCheck, and Immuware — have propelled the progress of millions of dedicated professionals in their career journey. Our market-leading workforce compliance management technology, full-lifecycle continuing education software, and vital data simplify total professional management for a happier workforce, better operations, and safer communities.

We are seeking a motivated and proactive Client Success Manager (mid-market segment) to join our team.  The Client Success Manager is dedicated to ensuring the ongoing success of their assigned clients. They will be a trusted advisor and offer insights and advice for accomplishing business goals using the EverCheck platform. They will also create client retention plans for at-risk accounts and serve as the clients’ advocate to the technical support and product teams. Good performance in this role will be based on retention and expansion of assigned accounts. This includes responsibilities related to contract renewals, cross/upselling, and price increases. This person should be a natural leader with a passion for customer service and building relationships. 

Responsibilities

• Serve as the trusted advisor for key users and decision makers 

• Regularly meet with clients to review shared success plans, collect feedback, and discuss progress on accomplishing business goals using EverCheck

• Manage contract renewals and play a key role in cross sell and/or upsell opportunities. 

• Minimize churn by providing proactive customer service to key users and decision makers

• Ensure smooth implementations and provide exceptional training presentations to new key users

• Manage client profiles in the CRM by keeping information updated, tracking health scores and other retention metrics, and making note of major changes

• Manage escalated client issues and provide swift resolutions and recommendations for the future

• Advocate internally for product fixes or features on behalf of clients

• The ability to travel for on-site client visits is essential

Requirements

• Commitment to the EverCheck vision, culture and core values

• Ability to lead and motivate a team

• Exceptional skills in both written and verbal communication

• Strong client–service orientation

• Tech-savviness 

• Detail oriented and organized nature

• Excellent problem solving and decision making skills 

• Analytical inclination, teamed with excellent relationship building skills

• Awarded one of BuiltIn's 2023 Best Place to Work and 7 years running by Outside Magazine!

• Professional development allowance to help you grow in the ways that mean the most to you.

• Flexibility for balancing work with the rest of life and ample PTO, including paid time off for volunteering and for becoming a new parent.

• 401K with company matching, as well as financial planning education and resources.

• Employees choose from HSA, FSA and traditional insurance options for medical, dental, and vision coverage for themselves and dependents.

• Wellness benefits - we’ll help you pay for fitness endeavors and organic produce delivery services.

• Check us out for yourself at our careers page or our CE Broker Culture and EverCheck Culture Instagram accounts.

We are an equal opportunity employer and value diversity at Propelus. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Candidates from all backgrounds are encouraged to apply.

This position is scheduled to work 40 hours per week, M-F unless required otherwise by projects. This job is open to candidates authorized to work in the US and located within US borders.

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