Job type full-time
Full job description
We didn’t create bold penguin because commercial insurance is brokenIt isn’tBut as the world has gotten more connected and digitized, commercial insurance lags — creating a fragmented landscape where businesses, agents, and insurance companies struggle to interact in a smooth and easy wayThat’s why we’ve built a highly efficient exchange that cuts the friction out of commercial insurance by connecting everyone to the right quote in record time.
Powering the world of insurance is no small feat, so we’ve built a team that`s incredibly talented and passionate about our potential to upgrade the entire industryAs more and more companies, big and small, depend on our technology to operate in the commercial insurance space, we’ll need the best talent all around to support our growthThat’s why we’re looking at you (yes, you!) to make a bold move and join our adventure.
Your role bold penguin’s revenue operations specialist will define and deliver techniques to improve customer performance, accelerate portfolio revenue growth and improve customer retentionYou will own the end-to-end process related to tracking customer and operational metrics and delivering regular insights to the business as well as hold the customer success team accountable for resultsYou will also be responsible for designing and implementing processes and automation to drive operational efficiency and effectiveness within customer success as well as between all departments that touch existing customer accounts.
What you`ll do boost portfolio growth by refining customer segmentation, simplifying the onboarding process, and identifying friction points at every stage of the customer lifecycleTrack, analyze, and report on kpis and identify areas for improvementRecognize, develop, and implement automation & process improvements within the customer success organization, as well as between sales, implementation/onboarding and customer successForm strong relationships and maintain regular contact with customer success managers (csms), sales leadership and customer success leadersManage and maintain the csm adherence to the onboarding and customer management processesManage the nps survey, insights and feedback loop programDevelop csm-related resource documents, including training manuals, procedures and policiesWork with the director of revops to transform salesforce into the central hub of the growth organization, providing a 360-degree view of all prospect and client information and interactions.
Skills and qualifications 1-2 years experience in sales, customer success or business role3-5 years of experience in revenue operations with proficiency creating reports, optimizing processes, training new hires, and managing dashboardsAbility to understand high-level growth strategies, translate them into system & process requirements, and ensure executionProven excellence multi-tasking, prioritizing projects, and meeting deadlines and goalsMastery of salesforce and excelExperience with tableau, salesforce, pardot, and salesloft is a plus!
Benefits we offer competitive compensation and progressive benefits that include: medical, dental and vision disability and life benefits 401k with a company match employee assistance program parental leave paid time off remote cultureHere at bold penguin our remote employees are top of mind, and we have created an inclusive, engaging remote environment.
Choose-your-own gearWhether you prefer mac, pc, or linux, one screen or three, we’ll set you up for success.
Stay connected to the glacierWe slackA lotWe also like to video conference regularlyWe even have all- hands `waddles` held tuesday - friday 12:00pm est.
Penguin blingLike swag themed after a certain antarctic bird? justYouWait.
Bold penguin believes in inclusionThat’s why we’re proud to be an equal opportunity employer that considers all qualified applicants regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, beak size, or inability to fly.
To learn more about our results-focused culture and employee-focused perks, read more on our careers page.