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One Inc · 1 day ago

Client Relationship Manager

United States

Full-time

Remote

Senior Level, Lead/Staff

$125K/yr - $135K/yr

10+ years exp

One Inc is a rapidly growing digital payments platform in the insurance industry, and they are seeking a Client Relationship Manager to own client retention and revenue growth. The role involves managing a portfolio of clients, ensuring their needs are met, and driving product adoption and cross-sell opportunities to enhance client satisfaction and portfolio growth.

FinanceFinancial ServicesFinTechInsurTechPayments

Growth Opportunities

Responsibilities

The Client Relationship Manager is the central point-of-contact for a portfolio of assigned clients post go-live

Maintains a thorough understanding of the merchants business and usage of One Inc products and services to identify risks and opportunities

Represents voice-of-customer relative to their engagement with the overall One Inc business. Distribute feedback cross-functionally for continuous client experience improvement

Maintain regular cadence of client engagement which will include executive and strategic business reviews that occur monthly and/or quarterly

Understand Client Needs – Conduct regular check-ins to assess client goals, challenges, and expectations

Coordinate and manage Executive and/or Quarterly Business reviews with all relevant stakeholders and Executive Sponsors

Manage renewal lifecycle to identify contract upside and drive toward 100% retention

Demonstrate value through each interaction and connect client initiatives and priorities to One Inc's current and future roadmap capabilities

Maximize feature adoption and generate demand for One Inc product cross-sells and line-of-business expansions

Execute adoption monitoring and optimization programs immediately post go-live to ensure total volume and digital payments align with expectations

Work with the Marketing, Sales, Payment Operations and Product team to drive the engagement and advocacy of One Inc into our customer base

Go deep and wide into the install base by establishing top level executive relationships, as well as operational and technical stakeholders

Stay Updated on Industry Trends – Keep informed about market changes to provide strategic recommendations

Understand how to conduct and clearly explain analytics and performance data to drive insights and decision-making with clients

Facilitate connections across client organizations, including C-level and ELT stakeholders, to ensure alignment and executive

Communicate effectively across all levels of client and internal teams—both written and oral—with clarity, empathy, and purpose

Qualification

Client Relationship ManagementCross-Selling StrategiesInsurance Industry KnowledgeAnalytics InterpretationExecutive EngagementCommunication SkillsTeam CollaborationProblem SolvingGrowth MindsetAdaptability

Required

Expert relationship management and communication skills

Proven ability to drive internal teams for timely client responses by building strong cross-functional relationships, ensuring accountability, and maintaining a high level of responsiveness and follow-through

Team player; works collaboratively with all departments to achieve desired results

Ability to understand business strategies and translate those to functional and technical stakeholders

Working knowledge of insurance industry and/or payment processing standards and trends

Demonstrated ability to interpret analytics and communicate key insights to influence business outcomes

Experience identifying and creating cross-sell opportunities and developing go-to-market strategies within existing accounts

Proven success in maintaining high client health scores and satisfaction ratings

Strong understanding of payments and/or insurance organizations, structures, and key operational areas including billing, policy, and claims

Ability to find, engage and influence senior and executive-level stakeholders (ELT/C-Suite)

Ability to travel onsite to customer locations. Estimated Travel required 25-50%

Bachelor's degree or equivalent experience

Minimum 10 years' experience in Enterprise Account Management, Client Success or other relevant support position(s) or relatable insurance experience

In-depth understanding of Billing, Policy, and /or Claims within the insurance industry

Experience working in fast paced, rapid growth companies or departments

Preferred

Growth Mindset, Problem Solver, Demonstrates Ethical Behavior, Leverages Resources, Strong Drive, True Team Player, Supportive & Adaptable to Change, Commitment to Personal & Professional Development

Be part of a team devoted to elevating, innovating, and growing. We value agility, expertise, greatness, unity—and those who lead with purpose while lifting others along the way

Must be flexible and able to work in a highly changing environment where resiliency and ability to work around problems is critical

Ability to be the driver of results across a matrix management structure

Strong Communication Skills – Ability to listen actively, articulate ideas clearly and adapt communication style to different clients

Problem-Solving Mindset – Proactively identifies issues and offers solutions before they escalate