The Customer Success Manager resolves client issues, researches problems, and makes recommendations for potential product enhancements or modifications. Maintains and increases sales by cultivating client relationships and meeting their operational needs. Being a Customer Success Manager may assist in the preparation of sales forecasts, quotes or negotiations. Explores various marketing channels to improve sales performance. In addition, Customer Success Manager requires a high school diploma or its equivalent. Typically reports to a manager. Being a Customer Success Manager works on projects/matters of limited complexity in a support role. Work is closely managed. Working as a Customer Success Manager typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
In this role the candidate will initiate a callout to potential accountholders that are eligible for a Total Control Account (TCA). TCA's are financial accounts, that are similar to checking/saving accounts, and are interest bearing. Those that are eligible to receive a TCA are a recipient of a lump sum payout with our client, which could be from Life Insurance Policy or Retirement account. Customers have often recently lost someone close to them, a level of empathy is needed while maintaining an upbeat delivery. Associates must rely on instructions and pre-established guidelines to perform the functions of the job. Below are some common topics associates can expect to discuss with our potential customers:
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Job Type: Full-time
Salary: $19.00 - $20.00 per hour
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Work Location: In person
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