Location: Myrtle Point,OR, USA
Client Success Manager- Product
Position Overview:
Bloom, the insurance industry's trusted growth partner, is looking for an experienced and dedicated professional to act as a primary point-of-contact for technology clients and to be responsible for client satisfaction while providing excellent customer service, relaying expectations of the client to the operations leadership team, and building relationships with prospective and current clients that will foster continued and expanded business relationships with the client. Client Solutions Managers have in-depth knowledge of how to use the Ascend platform to help clients achieve their goals.
We are looking for an exceptional individual who can:
* Serve as the primary point of contact for assigned clients, building strong rapport, and becoming a trusted advisor.
* Develops a deep understanding of each client's unique goals, challenges, and business needs.
* Collaborate with project managers to ensure a smooth transition from the sales phase to implementation and through their transition.
* Facilitate training sessions and support clients in effectively adopting and utilizing Bloom's product solutions.
* Develop personalized success plans for each client, outlining their objectives, milestones, and KPIs. Continuously refine and adjust success plans based on changing client needs and goals.
* Address client inquiries, concerns, and issues promptly, coordinating with internal teams to provide effective solutions.
* Maintain clear and open communication channels with clients throughout the resolution process.
* Understand client reporting requirements to be able to assist in problem-solving and proactive interpretation of reports.
* Track, analyze and evaluate client data to ensure client goals are met.
* Effectively plan and lead conference calls with internal and external participants.
* Prepare and deliver presentations both internally and to the client.
* Promote teamwork ensuring all Bloom staff are working in tandem to meet client needs.
* Perform all other duties as assigned.
Qualifications:
* Bachelor's degree in business, healthcare administration or a related field or 4+ years of account management or related experience in lieu of a degree
* A minimum of two (2) years of experience in a client-facing role such as Customer Success, Account Manager or Professions services role, preferably in the health insurance industry.
* A minimum of three (3) years of experience working in a technology organization/environment preferred.
Required Skills and Abilities
* Knowledge of general customer service processes
* Proficiency using Microsoft Office programs (Excel, Word, PowerPoint)
* Excellent written/verbal communication, and presentation skills
* General understanding of the development and maintenance of commercial software
* Understanding and exposure to data analysis to drive problem-solving.
* Handles the pressures of stressful situations and deadlines well.
* Works well in a team environment
* Self-motivated and goal-oriented
* Multi-tasking abilities
* Highly organized
* Creative and solutions-minded
Travel Requirements
* Up to 30% of the time
What We Offer
Bloom operates with a people-first culture, which means listening to our employees to provide the benefits that mean the most to them. Our competitive compensation, comprehensive health coverage, long-term growth opportunities, and remote work environment are among the reasons that many of our employees have been with us since the beginning of our business. BeBloom, our proprietary employee training and engagement program, helps you learn our business model and immerse yourself in everything our culture has to offer from day 1. From virtual live events to mentorship and leadership programs and employee-led councils, there are countless opportunities to get involved, build connections, and share your voice - because at Bloom, the real you belongs here.
Core Values:
* Put People First: Uphold and promote a people-first culture within the organization, emphasizing empathy, kindness, and a commitment to making a positive difference.
* Be Stronger Together: Embrace a team player mentality, leveraging the strengths of yourself and others to collaborate as one team.
* Do What's Right: Adhere to high ethical standards, acting with integrity to do what's right for partners, customers, and colleagues.
* Embrace a Growth Mindset: Embrace a culture of continuous learning, education, and professional development.
* Drive Solutions: Demonstrate ingenuity and skill by sharing ideas and solutions that drive our mission forward.
About Bloom
Bloom is a third-party insurance services provider that partners with Medicare health plans to enable high-quality Medicare enrollment and drive earlier health plan activation. Founded in 2007, Bloom has partnered with national and regional payers to implement solutions for every step of the member journey, from telesales and quote & enroll to health activation outreach. Supported by its Ascend technology platform, Bloom produces closer connections and better outcomes for Medicare beneficiaries and health plan stakeholders to deliver High Value Enrollment.