Customer Success

Agent Base is an innovative cloud-based CRM software company specializing in recruiting solutions for insurance agents across North America. Our mission is to streamline the recruiting process with our all-in-one CRM system, making it easier and more efficient for our clients to grow their organizations.

The Role

GO HIGH LEVEL EXPERIENCE IS REQUIRED.

Role Objective:

As a Customer Success Manager at Agent Base, your primary goal is to ensure customer satisfaction and loyalty. You'll be the cornerstone in building and maintaining positive relationships between Agent Base and its customers, driving our commitment to deliver exceptional service and support.

Key Responsibilities:

• Account setup
• Onboarding and training new clients to ensure they are up and running with our CRM software.
• Managing customer accounts and maintaining ongoing communication to understand and meet their needs.
• Providing support and innovative solutions to customer queries and issues.
• Advocating for customer needs and feedback within the company.
• Developing and executing effective customer retention strategies.
• Building and nurturing strong, long-lasting client relationships.

Ideal Profile

Skills and Qualifications:

• Required: Proficiency in CRM-style softwares.
• Preferred (but not mandatory): Experience with GoHighLevel.
• Required: Minimum of 5 years experience as a Customer Success Manager. 
• Experience in insurance recruiting is a plus but not required.

Personal Attributes:

• Exceptional communication and interpersonal skills.
• Strong problem-solving abilities and a knack for creative solutions.
• Empathy and the ability to connect with customers on a personal level.

• You are familiar with basic domain setup
• You are comfortable with Intercom or similar customer support tools
• You are comfortable with Asana
• You have at least 1 year experience, ideally within a Customer Success / Technical Support role.
• You have excellent communication and interpersonal skills.
• You have working knowledge of Go High Level
• You pay strong attention to detail and deliver work that is of a high standard
• You are a strong team player who can manage multiple stakeholders

What's on Offer?

• Work alongside & learn from best in class talent
• Opportunity within a company with a solid track record of performance
• Leadership Role