Senior Client Success Manager, Beam Benefits
$68.8-110k
+ Performance-based bonuses and incentives & Opportunity to participate in the equity program
Smarter employee benefits
Be an early applicant
Smarter employee benefits
201-500 employees
Be an early applicant
$68.8-110k
+ Performance-based bonuses and incentives & Opportunity to participate in the equity program
201-500 employees
Company mission
To simplify and modernize a robust suite of ancillary employee benefits.
Role
Who you are
- 3-5 years of experience in a client facing role, sales experience required
- Requirement to secure your Life & Health license within 60 days of your start date
- Experience in communicating to multiple stakeholders both tactically and strategically; ideally across multiple mediums including phone, email and webinar/ live presentations (e.g. Keynote/Google Slides)
- A history of investigating and solving client issues, both simple and complex
- Excellent organizational skills and attention to detail to manage an increasingly complex set of activities related to ongoing client successAbility to quickly learn new product lines and adapt to dynamic sales and service processes
- Experience with new technology products and platforms a plus
- Experience with Salesforce or other CRMs or Client Success tools preferred
What the job involves
- Beam continues to scale quickly, there is an increased focus on providing a consistent, extraordinary benefits experience for newly on-boarded and established brokers/clients
- The ultimate goals being high retention and continued customer expansion. Client Success Managers (CSM), as members of the Customer Experience Organization, aid in achieving these goals by ensuring high broker satisfaction, increasing client retention, and providing support for our Sales Team in continued effort to expand our broker relationships
- The core function of the CSM is to co-own broker/client-facing communication (emails, calls, video calls, etc) with our Sales Team; educating our partners and clients on our operations and self-service capabilities, and maintaining a high-level of service from Beam client onboarding through policy renewal and ongoing
- During this time frame, the CSM will be a broker/client resource and advocate; analyzing client/broker experience and feedback, organizing data, and presenting material to various broker, partner, and/or internal stakeholders clearly and consistently
- Working in a complex and dynamic business, simultaneously serving customers across employee benefits insurance product lines and growth and service channels
- Collaborating with a diversely skilled team to continuously improve
- Being empowered as an owner and expert
- Being motivated by improving how people access employee benefits
- Proactive client management to continue to drive value throughout the client contract by providing new group and new line pre-implementation support
- Support open enrollment by leading or participating in meetings and providing education to drive employee participation
- Support renewals by quoting cross-sell and upsell opportunities, negotiating rates, educating brokers and groups on self-service tools, and resolving service escalations — all in close collaboration with internal teams to address client needs and feedback
- Generate/request reports and derive insights from data, and convey those insights to drive new external/internal actions, strategies or product or process improvements
- Execute at a high volume with a variety of processes / activities which vary throughout the month and year in support of client experience and retention
- Collaborate cross-functionally with multiple internal team members on a wide variety of topics (Sales, Underwriting, Marketing, etc)
Our take
Beam Benefits was founded to modernize dental benefits, addressing a gap where employee plans often prioritized healthcare with minimal dental coverage. Its first product, Beam Brush was an early healthcare IoT Innovation and the company has seen significant growth since then, expanding across 45 states and serving over 250,0000 people.
The company has also attracted significant funding, with its latest round closing at $40M. This funding has boosted Beam's valuation by 25% since its Series E in 2021 and will fuel a 40% year-over-year revenue growth. Over the past 18 months, Beam has expanded its portfolio with six new benefits products and aims to add more in-demand offerings to meet market needs.
Originally known as Beam Dental, the company has become a comprehensive employee benefits provider. With its AI-powered underwriting, digital platform, self-service tools, and the Beam Perks program, beam offers a full suite of ancillary benefits, including vision,m life, disability, and supplemental health. And the recent funding is a critical step towards furthering the company's growth strategy.
Freddie
Company Specialist at Welcome to the Jungle
Insights
22% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Oct 2024
$40m
GROWTH EQUITY VC
Apr 2024
$29.8m
LATE VC
Total funding: $278.2m
Company benefits
- 401k company match
- Unlimited PTO
- High-quality medical benefits
- Employee stock options
- Remote work
- Flexible hours
- Parental leave
- Desk stipend
- Continuous learning stipend
- Company social events
- Beam employees can take advantage of a full suite of exceptional benefits, including dental, vision, life, and supplemental health
Company HQ
Downtown, Columbus, OH
Leadership
Alex Frommeyer
(Founder & CEO)They studied for a Master's in Engineering at the University of Louisville, before founding Beam Dental in 2012.
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