Customer Success Analyst (Agile / Scrum – Planhat)

JOB DETAILS:

Job Role: Senior Corporate Sales

Industry: Insurance

Function: Sales/Business Development

Working Day: 6

Work Mode: ONSITE

Salary: Best in Industry

Experience: 10-15 years

Location: Mumbai

Required Skills: Client Relationship Management, B2B Sales & Business Development, Insurance Domain Knowledge, Negotiation & Communication Skills, Sales Target Achievement

Criteria:

• Looking for Local candidates only.
• Need candidate from Insurance broking companies only.
• Proven experience in Insurance Sales, Business Development, or Client Servicing
• Direct experience in generating leads and building new client relationships
• Strong ability to assess client insurance needs and recommend suitable policies
• Hands-on experience in managing corporate or business clients
• Experience in coordinating with underwriting teams for policy issuance and renewals
• Ability to manage end-to-end client lifecycle – acquisition, servicing, renewals, and claims coordination
• Proven capability to meet or exceed assigned sales and revenue targets
• Strong negotiation and deal-closure skills
• Experience in maintaining client databases and preparing MIS reports
• Ability to independently manage client meetings, follow-ups, and relationship building
• Strong knowledge of insurance products and industry processes
• Excellent communication, negotiation, and presentation skills
• Willingness to work in a client-facing, field-oriented sales role

Description

We are looking for experienced professional in Strategic Planning, Sales & Marketing, Business Development, Product Management & Key Accounts Management, Client Servicing and Team Management.

Responsibilities:

• Generating Leads and Building Relationships: Identifying potential clients, contacting them, and building rapport to understand their insurance needs.

• Understanding Client Needs: Assessing a business's risk profile and recommending the most suitable insurance policies.

Customer:

• Send introductory mails or letters, call for appointment before the initial meeting and send thank you note and brochure to all prospective clients after the same.

• Make client lists

• Visit key existing clients on a periodical basis

• Get insurance policies issued in favor of the clients in coordination with the underwriting team and deliver the same to the clients

• Collect premium cheque on time

• Provide best possible client service with respect to all new clients by -

        o Coordinating with the underwriting team to get renewal notice issued and the renewals done on time

        o Engaging with insurance companies and coordinating with the claims team to enable settlement of claims

• Give timely inputs for MIS to management

• Classify potential customers into A-B-C category and implement the following action:

       o Cater to all requirements through close liaising with respect to A category and close

       o Liaise with B category to covert the leads

       o Maintain the C category in the database and schedule follow-up

• Selling Insurance Products: Presenting insurance options, negotiating terms, and closing deals.

People Growth:

• Acquire product knowledge and always keep self-updated with latest variations in product offerings

• Attend training sessions (external/ internal) and working on on-job assignments to implement new learning  

External Interface: 

 Internal interface:

• Existing clients

• Employees

• Prospective clients

• Insurance companies

• Achieving Sales Targets: Meeting or exceeding set sales quotas and revenue goals.

• Maintaining Client Relationships: Providing ongoing support, addressing inquiries, and ensuring client satisfaction.

• Staying Informed: Keeping up-to-date with industry trends, new products, and regulatory changes.

• Knowledge: Strong understanding of insurance products, especially those relevant to corporate clients.

• Skills: Excellent communication, negotiation, and presentation skills are essential.

As a Digital Marketing & Social Media Intern, you will manage social media platforms, create campaigns, and boost online engagement for the school.

Benefits:

● Hands-on experience in digital marketing strategies

● Opportunity to work with social media platforms

● Exposure to branding and audience engagement

Key Responsibilities:

✔ Manage and update Instagram, Facebook, and other social media platforms

✔ Create digital marketing campaigns for promotions

✔ Monitor analytics and engagement trends

Requirements:

● Basic knowledge of social media marketing

● Creativity and content creation skills

As a part of customer success team your goal is to provide an exceptional customer onboarding experience, providing them step-by-step tutorials, unlimited guidance and support. It involves taking customers from that very first initial contact to make sure he becomes a champion user driving product adoption and ultimately retention.

1. Take handover from sales by understanding customers' persona, their pain points and expectation. 
2. Understand the goals & objectives of new customers and translate those needs appropriately through the implementation and onboarding process by defining milestone, training schedule, onboarding goals and communicate it to customers. 
3. Guide users on product features and train them to use it effectively.
4. Make sure the customer achieves an early value and feels WOW so he actually starts reaping the potential of the product.
5. Evaluate customers usage patterns and determine additional ways the customer can successfully leverage the platform features.
6. Build and maintain resources required for onboarding. (Walkthrough, set up guides, help tutorials, emails and video tutorials)
7. Rigorously measure onboarding time and improve it continuously.
8. Provide feedback to Marketing, Sales, Support, Success and Engineering teams to further improve product.
9. Handover to Success and Support team after successful onboarding completion.
10. Maintain regular communications with clients about new feature developments and enhancements to product. 
11. Consistently gain product knowledge and work towards improvements on internal processes by identifying the existing bottlenecks.

• At least 2+ years of work experience in a customer-facing role such as Customer Support, Account Management, Sales, Corporate Training etc. 
• Strong problem-solving skills, technical and analytical aptitude with the ability to quickly learn and adopt technical products.
• Ability to understand a software product and its nuances very well.
• Excellent written and verbal business communication skills.
• Ready to work in US Shift in future

We are on a mission to make Dry Cleaners and Laundry business winning in the digital era.

We believe in 

• Helping traditional laundries to come at par with digital businesses: Traditional We help laundry businesses adapt modern technology and deliver the customer experience that today’s digital businesses like Swiggy, OLA and Flipkart are delivering. We feel successful when we hear stories like https://www.youtube.com/watch?v=EbB828K28zs&;feature=emb_title">these.
• Building a large profitable business: We envision building a capital-efficient, large profitable business to achieve our mission of making laundry business win. This means less dependence on investors & more ownership with the team. We are one of the few profitable Indian SaaS startups buildinghttps://valuesaas.co/"> value SaaS
• Employee Wellness <> Customer Success: We give as much importance to each team member’s personal & professional success as much as we care about our customer's success. We believe it’s all about balance.

Our impact so far

• 3 Billion garments processed through QDC Dry Cleaning Cloud
• 47 countries
• 1000+ Paid subscribers
• 5000+ Users
• All this could be achieved with a nimble team of 20 from our single office in Noida

• Freedom & Responsibility: If you are a person who wants to take up challenging work & push your boundaries with no one monitoring you, then this is the right place for you. There are no hierarchies. No managers to please.
• Holistic Growth: Building a career doesn’t have to be at the cost of missing out on your personal front. We believe that professional success is worth when the personal goals are nurtured with equal importance. We will support you all in on that journey of yours.
• Transparency: If you ever wanted to know what it’s like to be on an entrepreneurial journey, then working with QDC gives you that opportunity to experience it all first hand.

• A champ in Data Structures, Algorithms, Object-Oriented Design, Analysis, Multi-threading, Design patterns, and other computer science concepts.
• Developing and managing applications for new features and enhancement in full-stack
• A proven technical leader within an Agile development environment
• Experience in delivering full-stack solutions across multiple technologies.
• Able to showcase work involving low latency concurrent and distributed systems/applications.
• Able to multi-task and work in a cross-cultural geographically distributed environment.
• Proactive, self-starter, and hands-on with multiple upcoming technologies.
• Managing our Engineering team - coach them, advocate for them, and productive.
• Providing technical leadership and being accountable for the technical decisions made by your team, with a focus on performance, scalability, privacy, and security.
• Work closely with Product, Design, and Manager to create a meaningful vision and roadmap for the team, towards delivering impactful work and a successful outcome.