• Proactive relationship management with accounts to maintain overall customer health.
• Must consistently meet or exceed established monthly retention goals.
• Drive Usage and Adoption through activities defined as critical to ensure a customer success. These activities include, but are not restricted to, documenting customer’s goals and developing a plan for their success, establishing success metrics, identifying potential roadblocks, and providing prescriptive recommendations.
• Maintain deep understanding of Alpine Intel’s Services and speak with customers about the most relevant features/functionality for their specific business needs.
• Adheres to all company policies, procedures, and business codes of ethics.
• Monitors and communicates to the Chief Commercial Officer on relevant client trends and activities. Controls expenses to meet budget guidelines.
• Collects intelligence on pricing, sales, competition, clients, prospective clients, and industry trends with the ability to utilize the information effectively.
• Works to achieve and exceed overall sales goals.
• Executes marketing plans & sales strategies/initiatives.
• Develops strong strategic partnerships internally and externally to ensure a cohesive working relationship on sales plans, activities, strategy, and market intelligence.
• Ensures highly effective client communication and the achievement of agreed upon client satisfaction levels. Utilizes all communication mediums available to connect with clients (face to face, e-mails, phone calls, mailings, etc.).
• Works closely with the Alpine Intel Management Team and Senior Account Executive to ensure all client complaints or issues are properly resolved in a timely manner.
• Conducts regular reviews of business relationships and produces periodic strategic sales activity reports to the Sales Manager and Senior Account Executives.
• Serves as the primary point of contact between assigned accounts/clients/segment and Alpine Intel to help ensure the highest levels of customer service.
• You will foster a sense of community with your customers by supporting client questions by helping creating Centers of Excellence and providing necessary information for their maximum value.
• As a CSE you will be responsible for driving customer participation and attendance to local user groups/events/webinars/etc. as applicable.
• Identify new sales opportunities through customer engagements and communicate to Senior Executive Team and Sales Management Team for execution.
• Act as point of escalation when required and help manage customer expectations.
• Monitor and report on the health/risk of assigned accounts across Alpine Intel’s Sales Management Team.
• Perform regularly scheduled meetings with key stakeholders to ensure the goals are being met.
• Perform onboarding activities and service demonstrations to educate customers on service functionality and available resources to receive maximum value from their investment.
• Produce periodic reports and analysis to provide data and insights into the role’s accomplishments.
• To complete all other duties, as assigned by their direct supervisor.

Qualifications

• Resides in Florida full time, or willing to relocate to Florida.
• Minimum of a bachelor’s degree. will consider various disciplines along with relevant experience. Advanced degrees preferred but not required.
• Ability to work autonomously with little or no direct supervision.
• Strong overall computer skills with experience in Salesforce.com environment considered a plus.
• Willingness to travel up to or in excess of 60% annually.
• Must have a valid driver’s license an acceptable driving record that meets company standards.
• Must be able to work cross departmentally.
• Ability to win the support of colleagues, peers, and staff.
• Must be highly organized and results oriented.
• Must possess a confident, professional, and positive attitude at all times.
• Must be fast paced with the ability to thrive in a team-oriented environment.
• Must have strong analytical, critical thinking, and problem-solving skills.
• Willingness to take initiative, ownership, and risk on a routine basis.
• Ability to multi-task and consistently meet or exceed deadlines.
• Highly flexible and adapts well to a rapidly changing environment.
• Strong value system (e.g., integrity, honesty).
• Strong understanding of strategic selling and customer/ market dynamics.
• Strong written and verbal communication skills with the ability to prepare and deliver effective sales presentations to large audiences.
• Must be a sales professional with a proven successful track record of meeting and exceeding sales goals.
• Minimum of 3 years’ experience in Customer Success/ Account Management within Sales experience within the insurance claims or professional services industry is highly preferred but not required.
• Must meet or exceed the established individual sales quotas on an annual basis.
• Works in an office environment and uses a computer, telephone and other office equipment as needed to perform duties.
• Noise level in the work environment is typical of that of an office.
• Incumbent may encounter frequent interruptions throughout the workday.
• Regularly required to sit, talk, or hear; frequently required to use repetitive hand motion, handle or feel, and to stand, walk, reach, bend or lift up to 25 pounds.