Client Success Specialist

LegacyShield in Ponte Vedra Beach, FL

  • Industry: Financial Services - Banking/Investment/Finance - Others
  • Type: Full Time
position filled
Client Success Specialist Are you a dynamic and outgoing professional who is passionate about technology? Do you consider yourself a team player who enjoys collaborating with staff members to solve problems and produce high-quality products? Are you interested in new technologies and working in a fun, start-up atmosphere where you’ll get to work with clients over the phone? LegacyShield is seeking an enthusiastic Client Success Specialist to join our growing team! In this role, you will deliver an exceptional experience and provide sustained value to LegacyShield clients through building trust and consulting on the LegacyShield software. You will also increase the value, satisfaction, and renewals of our clients. Our ideal candidate is hungry, able to work with minimal structure and has a strong desire to be a part of something amazing while contributing to the creation of a department from the ground up! We are looking for a successful person to join our team as a full-time employee in Ponte Vedra, FL. Responsibilities Act as the dedicated point of contact for advisors using the LegacyShield platform Provide a seamless onboarding experience for new clients Update customer goals and collaborate on customized strategic plans while driving client accountability Lead regular meetings with customers while delivering product demonstrations and other client training activities Provide high-level and in-depth technical support via phone, e-mail, and web to clients utilizing LegacyShield’s platform Collaborate with LegacyShield’s Account Managers and Operations and Product teams to improve the experience for LegacyShield clients Develop deep knowledge of all the LegacyShield solutions and apply them in a practical business setting Requirements Self-starter with a motivated personality and hunter mentality Excellent communicator and listener who can drive customer success Demonstrated success building relationships quickly and effectively Evidence of a strong technical aptitude Proven ability working collaboratively to solve problems Adaptable to a fast-paced organization with continuous change Bachelor’s degree from an accredited institution About LegacyShield® LegacyShield is a client-centric, B2B SaaS solution for the insurance industry. The platform provides various hubs enabling consumers, agents, and carriers to connect, communicate, and transact business. As a fully configurable platform, LegacyShield allows insurance carriers to determine the desired client experience including services and functionality required.

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