Client Success Manager - Pension Team

We are looking for a Client Success Manager - Pension Team (CSM) who's primary focus will be to retain our customers lifetime value of the account.  The Client Success Manager will work with a defined set of existing clients and be responsible for understanding account needs and requirements for each client.  This includes understanding the segment business environment, identifying ongoing retention opportunities, managing the whole customer life cycle : onboarding, engagement, product & service utilization, and forwarding sales opportunities to the segment General Manager (GM) or New Business Development Managers.

Responsibilities :

• Achieve assigned revenue retention targets within assigned account base, including managing renewals
• Assist in training / onboarding of other Client Success Managers
• Share industry and product experience to mentor more junior team members
• Obtain customer feedback by encouraging Net Promoter Score (NPS) survey participation throughout account lifecycle; track customer satisfaction rates and follow-up as needed
• Act as point person for customer on-boarding and training
• Analyze results and lead client presentations on 30-day,quarterly and annual reviews
• Manage all Request for Proposals (RFPs) associated with assigned accounts
• Work with Account Advisors to respond to client inquiries and  be the primary point of contact for day-to-day client needs
• Ensure billing / invoicing arrangements are in place and client data is accurate
• Update CRM (Salesforce) with activity (calls and meetings)
• Attend customer conferences or events
• Perform other related duties as assigned

Qualifications :

Hybrid, 3 days / week in Minneapolis, MN or Fort Washington, PA office

A few benefits offered for full-time roles include :

The base pay range for this role is $70,000 - $80,000 + annual bonus.  Base pay is positioned within the range based on several factors including an individual’s knowledge, skills, and experience, with consideration given to internal equity.

About Longevity Holdings

Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twentyfirst, Longevity Trading & Analytics, and LexServ) is a fast-growing company that provides senior longevity data, analytics and services to the pension, benefits, life insurance, structured settlement, and life settlement markets.

Longevity current has offices in these locations : Minneapolis, MN, Cedar Falls, IA, Sioux Falls, SD, Fort Washington, PA, Bethesda, MD, and Omaha, NE.

Equal Employment Opportunity

Longevity Holdings Inc. prohibits discrimination and harassment and will take affirmative action to employ and advance in employment qualified individuals based on their status as protected veterans or individuals with disabilities, race, color, religion, sex, national origin, sexual orientation and gender identity.

Other Items To Note

Our privacy notice is available at www.itm21st.com / longevity-holdings-privacy-notice /

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