Partnership Executive (Customer Success Manager)

Your Role

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.

What You Need to be Successful

• Bachelor’s degree in Risk Management, Business, Finance, or a related field (Advanced degree preferred).
• 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

Your Compensation

All remote positions are based in the United States,
and candidates must reside within the U.S. to be eligible for consideration.
The standard interview process includes:
- Behavioral Interview with Talent Acquisition
- Online talent assessment
- Hiring Manager interview
- Final stakeholder interview

About ReSource Pro

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.