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[Remote] Partnership Executive (Customer Success Manager)

Remote · Australia Full-time

Note: The job is a remote job and is open to candidates in USA. ReSource Pro is a trusted partner in the insurance industry, focusing on optimizing performance and driving growth. They are seeking a Partnership Executive to manage client experiences, ensuring revenue retention and service excellence while fostering long-term partnerships.

Responsibilities

  • Create processes and cross-functional project plans for the onboarding of large strategic clients
  • Manage communications to client contacts ranging from C-level executives to general staff
  • Lead client deliverables, including metric reporting and the establishment of governance plans
  • Execute effectively by training client employees and creating comprehensive procedure documentation
  • Analyze productivity and capacity to provide critical input for strategic client planning
  • Identify trends in service delivery to proactively manage client expectations and results
  • Develop and deliver executive-level presentations regarding ReSource Pro’s engagement and services
  • Partner with Client Executives to identify and facilitate opportunities for service expansion
  • Facilitate process improvement sessions to optimize operational effectiveness for our partners
  • Resolve complex escalations to ensure standards are met for both internal teams and clients
  • Coordinate with IT and internal functional departments to meet common goals and deliverables

Skills

  • Bachelor's degree in Risk Management, Business, Finance, or a related field
  • 10+ years of insurance industry experience within an MGA/RGA or carrier environment
  • 10+ years in a customer-facing delivery role managing large-scale relationships
  • 10+ years of experience utilizing Project or Program Management methodologies
  • Strong leadership presence with high-level executive presentation and communication skills
  • Ability to travel frequently (50-60%) to client offices to maintain partnerships and support growth
  • Experience leading change management initiatives and planning cultural transformations
  • Superior facilitation skills and the ability to adapt personal work styles to meet client needs
  • Advanced degree preferred

Benefits

  • 100% paid employee health insurance on Day 1
  • Eligible for all medical, dental, and vision benefits on Day 1
  • Remote & Hybrid work available.
  • 401k with employer match, vested on Day 1
  • Generous PTO plan with paid holidays + floating holidays
  • Development and growth opportunities
  • Comprehensive wellness program and prioritization of employee health
  • Fun and teamwork-oriented work environment

Company Overview

  • ReSource Pro is a strategic operations partner to insurance organizations seeking growth and optimization. It was founded in 2003, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is https://www.resourcepro.com.
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