Client Success Manager

Trufla Technology – Insurtech, Disrupter, Innovator.

Trufla Technology is a Canadian company and the first of its kind –were a forward-thinkinginsurtechcompany revolutionizing the insurance industry through data-driven solutions that enhance customer experience, drive digital adoption, and improve operational efficiency for brokerages. Our suite of products—includingtru

Market,tru Mobile, and Retention

AI—empowers brokers to expand their reach and streamline processes.

Truflais leading a digital revolution that will transform the insurance industry!

We’regrowing fast, andwe’relooking for visionaries to join our team of innovators and disruptors in our Calgary office. It’sour goal for Truflato be theBEST place to work. A great corporate culture is one of our top priorities.

With teams in both Canada and Egypt, you will be working with peers who share your passion and love for innovation, creativity and problem solving.

Do you thrive on building meaningful relationships with clients? As a Client Success Manager, your mission is to spread joy and delight to our clients every day. You will be the face of our company, working closely with clients to ensure their needs are met and their expectations areexceed.

You will spend your days working with clients, answering questions, and solving problems. You will be thego toperson for all things related to ourproductsand services, and you will work tirelessly to ensure our clients are happy and satisfied.

As a Client Success Manager you will be working closely with our sales,marketing and product teams to ensure everyone is on the same page, nothing is slipping through the cracks, and everyone is working towards the same goal; making our client happy.

In terms of technical knowledge, you will definitely need to have some, be comfortable talking with our softwareengineersand translating the ones and zeros into language that our customers will understand.

You will bring a strong background from the insurance industry andinmanagingtechnology-focused accounts with a road pavedwithhappy customers.

Bringingapassionforlistening to our customers, building strong relationships,and working withour teamon expanding the valuethat we are delivering, you aredriven by the challenge ofretainingand growing your portfolio of accounts.

• Work closely withourbusiness development team totake overand onboard new client relationships
• Manage all aspects of assigned client relationships in a professional andtimelymanner
• Work to develop a thorough understanding of clients’ existing business andassistthe
  
  Truflateam with creating strategies and solutions to solve client business challenges
• Create and manage an account plan focused on growing
  
  Trufla’srelationship with clients andidentifiesopportunities to help clients improve and grow their business
• Ensure regular andtimelycommunications with clients to keep them up to date on all programs and their performance
• Create and present client reports on key performance indicators (KPIs) related to all Truflaproducts and services
• Work with Truflateam to ensure that allclient deliverables are executed to plan
• Gather,organize,and present client feedback to help our product owners focus on the enhancements and new features that will provide meaningful benefits to our clients
• Continually update your knowledge of digital marketing,lead generation,and the insurance industry
• Build strong relationships withteam member sand partners
• Support the ongoing business development effortswhereneeded

• 3+ years’ experience inasimilar role, preferably within a technology company,marketing agency,or professional services firm
• 3+ years’ experience working in the insurance industry, ideally as a broker.
• Proven track record managing client relationships
• Demonstrates initiative and decision-making skills
• Experience with client-facing support for technology solutions
• Outstanding interpersonal and communications skills, both verbal and written
• Experience with Microsoft Office applications and collaboration tools like SharePoint and Jira

• Critical thinker with strong attention to details
• Client-centric thinking to ensure that our clients are always our top priority
• Positive attitude and enthusiasm for educating our clients
• Flexible and adaptable with proven problem-solving ability
• A high degree of professionalism and integrity
• Exceptional organization and time management skills
• Works well within a team and independently and able to adjust to tight and changing deadlines
• Be curious and aware of new industry trends and tools that can be leveraged by Trufla and share thoughts with clients and the team

If you have what it takes, apply to the job through the Apply Now button above.

* After applying, complete your application by taking the required assessment through the link below:

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