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Client Success Manager
Client Success ManagerCotality • Indianapolis, IN, US
Client Success Manager

Client Success Manager

Cotality • Indianapolis, IN, US
20 days ago
Job type
  • Full-time
Job description

Client Success Manager

At Cotality, we are driven by a single missionto make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity, and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society.

Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry.

Job Description

Client Success Manager Job Description (Insurance Property Claims)

  • Day to day engagement, management, and delivery of our services to our customers.
  • Determine and define account plans followed up with commitment to delivery against objectives.
  • Engage the client in proactive dialogue of feature enhancement and development, demonstrating value and benefit.
  • Manage release schedules and clear communication regarding feature function, aligning to client business objectives (where applicable).
  • Solely drive key plans / initiatives (i.e., workflow documentation, service enhancements, gap analysis) through idea generation, planning and finally the measurements of results.
  • Proven ability to anticipate business requirements and work with the customer to minimize their impact on service (i.e., impact of new enhancements on a customer).
  • Efficiently handle problem resolution and resolve the situation in a win-win outcome for all parties.
  • Develop an extensive working knowledge of the product suite.
  • Responsible for staying current in your learning and knowledge of system functionality and product offerings.
  • Manage the resolution of all open actions for the customer following established processes.
  • Communicate workflow inefficiencies across teams and make recommendations for improving operational / system effectiveness.
  • Identify and communicate opportunities where solutions / process improvement can be realized through the application of technology.
  • Provide the customer with ongoing process improvement suggestions
  • Coordinate new and existing customer implementations, aligning internal resource to meet outcomes.
  • Develop effective cross functional relationships with Sales, Training and Account Management colleagues to utilize product knowledge and establish customer relationships in support of sales efforts.

Job Qualifications

  • Experience in the property insurance industry / solution space would be advantageous.
  • Account Management or Customer Success related positions
  • Excellent stakeholder management skills.
  • Ability to effectively communicate (written and verbal) across all levels of staff.
  • Take ownership of management decisions and initiatives by demonstrating the ability to communicate them to others in a positive and effective manner.
  • Conduct interpersonal communication with others in a manner that engages and empowers people to make recommendations, provide feedback or seek assistance in an open forum.
  • Successfully exercise sound business judgment by demonstrating the ability to think outside the defined parameters, utilizing a logical thought process.
  • Demonstrate insight to both problems and opportunities by reviewing data and information to determine alternatives, risks, and implications.
  • Influence positive outcomes through discussion, demonstration, and evidence.
  • Appropriate experience in project management, ensuring quality delivery and results focused outcomes.
  • Lead by example, act as a role model to employees and customers.
  • Be confident with technology and be passionate about how it can help to improve ways of working.
  • Demonstrated ability to make independent decisions, recommend influence workflow improvements.
  • At Cotality, we offer more than just a job we deliver a benefits experience crafted to support your whole self. From flexible working arrangements to generous leave and standout private healthcare, our perks are designed to help you flourish both at work and beyond. Here's a snapshot of what's on offer :

  • Time Away : Generous paid leave, 8 bank holidays, plus dedicated days for wellbeing and volunteering.
  • Family Support : Up to 16 weeks of fully paid parental leave, along with a baby bonus to help you get started.
  • Health & Wellbeing : Company-paid private medical cover, with mental health and wellness resources included.
  • Retirement : Pension scheme with employer contributions.
  • Financial Perks : 375 annual wellbeing allowance.
  • Extras : Recognition rewards, referral bonuses, exclusive discounts, and more!
  • Cotality is fully committed to employing a diverse workforce and creating an inclusive work environment that embraces everyone's unique contributions, experiences and values. We offer an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package. We are better together when we support and recognize our differences.

    Cotality is an Equal Opportunity employer committed to attracting and retaining the best-qualified people available, without regard to race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, record of offences, age, marital status, family status or disability. Cotality maintains a Drug-Free Workplace.

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