Agent Base is an innovative cloud-based CRM software company specializing in recruiting solutions for insurance agents across North America.
Our mission is to streamline the recruiting process with our all-in-one CRM system, making it easier and more efficient for our clients to grow their organizations.
The Role
GO HIGH LEVEL EXPERIENCE IS REQUIRED.
Role Objective :
As a Customer Success Manager at Agent Base, your primary goal is to ensure customer satisfaction and loyalty. You'll be the cornerstone in building and maintaining positive relationships between Agent Base and its customers, driving our commitment to deliver exceptional service and support.
Key Responsibilities :
- Account setup
- Onboarding and training new clients to ensure they are up and running with our CRM software.
- Managing customer accounts and maintaining ongoing communication to understand and meet their needs.
- Providing support and innovative solutions to customer queries and issues.
- Advocating for customer needs and feedback within the company.
- Developing and executing effective customer retention strategies.
- Building and nurturing strong, long-lasting client relationships.
Ideal Profile
Skills and Qualifications :
- Required : Proficiency in CRM-style softwares.
- Preferred (but not mandatory) : Experience with GoHighLevel.
- Required : Minimum of 5 years experience as a Customer Success Manager.
- Experience in insurance recruiting is a plus but not required.
Personal Attributes :
- Exceptional communication and interpersonal skills.
- Strong problem-solving abilities and a knack for creative solutions.
- Empathy and the ability to connect with customers on a personal level.
- You are familiar with basic domain setup
- You are comfortable with Intercom or similar customer support tools
- You are comfortable with Asana
- You have at least 1 year experience, ideally within a Customer Success / Technical Support role.
- You have excellent communication and interpersonal skills.
- You have working knowledge of Go High Level
- You pay strong attention to detail and deliver work that is of a high standard
- You are a strong team player who can manage multiple stakeholders
What's on Offer?
- Work alongside & learn from best in class talent
- Opportunity within a company with a solid track record of performance
- Leadership Role
Customer Success Services - Oracle Integration Cloud Developer
Customer Success Services – Oracle Integration Cloud Developer. Interact directly with customers and follows through on all assignments and takes ownership of customer issues. About Oracle Advanced Customer Services. Who better to support Oracle? /support/advanced-customer-services/. ...
Customer Success Manager
Develop and manage a Customer Success Plan with the customer that articulates customer success goals, customer success measurement criteria, obstacles and risks. As Customer Success Manager, you will be the primary owner of the business relationship with our North American Higher Education customers...
Enterprise Customer Success Manager
Manage the customer life cycle for our largest customers. Engage as a mentor across the wider Customer Success team. Serve as a key voice of our Enterprise customers to our internal teams - including Product, Sales, and Leadership - and partner with other internal teams to drive best-in-class c...
Customer Success
As a Customer Success Manager at Agent Base, your primary goal is to ensure customer satisfaction and loyalty. Required: Minimum of 5 years experience as a Customer Success Manager. You have at least 1 year experience, ideally within a Customer Success / Technical Support role. You'll be the corners...
Customer Success Manager
Manage the customer life cycle for our largest customers. Engage as a mentor across the wider Customer Success team. Serve as a key voice of our customers to our internal teams - including Product, Sales, and Leadership - and partner with other internal teams to drive best-in-class customer experien...
Enterprise Customer Success Manager Canada
The Enterprise Customer Success Manager (CSM) for Canada– Is responsible for proactive engagement with our largest and most valuable customers in an assigned region. To accomplish this, you will be responsible for driving customer satisfaction, product adoption, and ultimately, increasing the lifeti...
Director of Customer Success
Lead a customer success group that is highly effective at carrying out ’s mission. Manage your team to achieve set GRR, NRR, and Customer Satisfaction goals. Work closely with Boast’s Customer Delivery Team in order to create the best outcome for our clients. Work with CSM to enable their ability to...
Bilingual Customer Success Manager
The Bilingual Customer Success Manager is part of the Customer Success Team within Varian’s Multi-Disciplinary Oncology business unit. Work with Account Managers and customers to develop and maintain customer success plan that outline the key performance metrics to be achieved with corresponding suc...
Sr. Manager, Customer Success- Remote
Guide your team to develop relationships with our customers to understand their Highspot experience and synthesize key themes from across the customer base to keep us moving toward the perfect customer experience. Coach the Customer Success team to align product features to customer business goals a...
Senior Customer Success Manager
As a member of the Customer Success Team, your focus will be on building and enhancing positive relationships with our existing customers and helping them gain access to resources and tools to be successful using Insurity's products. Could you be Insurity’s next Senior Customer Success Manager?. Pre...