Top Senior Level Customer Success Jobs

The RVP, Client Acquisition will engage with qualified prospects to understand their needs and present tailored financial planning solutions. The role involves building relationships, collaborating with financial advisors, and guiding clients through the advisory process to drive new business success, all while contributing to the company's positive work environment.

The Sr. Client Manager, Commercial Risk leads the service team on large accounts, coordinates carrier relationships, develops placement/renewal strategies, and prepares risk maps. This role also seeks improvement opportunities and may mentor new colleagues.

As the Regional Customer Operations Manager, you will lead customer service initiatives in the US and EMEA, aligning strategies with regional needs, mentoring teams, and optimizing service delivery to enhance customer experience and loyalty.