Renewal Specialist supporting customer contract and subscription renewals at Rockwell Automation, a global manufacturing technology leader. Coordinating distributors, documentation, tracking, and renewal execution remotely across Canada and the USA.
About the role
- Enterprise Customer Success Manager owning strategic accounts for Quandri’s AI insurance platform. Driving adoption, retention, expansion, and measurable outcomes across insurance brokerages.
Responsibilities
- Own and advance the largest, most complex enterprise accounts, especially as Quandri focuses on the US market
- Serve as the primary advocate and trusted advisor for assigned enterprise customers
- Drive retention, revenue growth, and overall customer value realization
- Partner with Sales, Product, Marketing, Implementation, Support, and Engineering teams
- Become an expert in Quandri products and communicate their value and impact
- Understand insurance broker workflows and personal lines renewal processes
- Provide product adoption and change management sessions
- Own end-to-end relationships with large enterprise customers
- Build and maintain executive, operational, and technical stakeholder connections
- Lead strategic conversations, business reviews, and executive alignment sessions
- Develop and execute tailored, data-driven success plans
- Forecast renewals, identify account risks, and coordinate resources to mitigate churn and service issues
- Support revenue expansion and upsell opportunities with Sales
- Plan and lead onsite workshops and working sessions at customer offices
- Translate platform capabilities into tangible business outcomes
- Provide prioritized customer feedback and strategic insights to Product and Engineering
- Improve customer success methodologies and enterprise playbooks
- Travel regularly to customer sites across Canada and the US
Requirements
- 5+ years experience in Customer Success or Account Management within a SaaS environment
- Minimum of 3 years managing strategic enterprise accounts
- Knowledge of insurance brokerage workflows, personal lines insurance, or related financial services industries is highly desirable
- Strong data literacy and ability to analyze product metrics and translate customer use into demonstrable ROI
- Proficiency in Microsoft Word, Excel, PowerPoint or G-Suite equivalents
- Proficiency in using a CRM platform; HubSpot preferred
- Aptitude for technology and ability to learn different software programs quickly
- Ability to effectively listen and communicate with customers professionally
- Demonstrated expertise orchestrating multi-region or business unit transformation programs
- Highly organized, managing multiple projects at a time
- Expertise mobilizing VP/Director-level sponsorship
- Flawless English communication with commanding executive presence
- Detail orientation and ability to identify product gaps, configuration issues, and blockers to adoption
- Ability to travel at least 25% across North America
Benefits
- Employee stock options, granted based off experience level upon hire and subject to a standard vesting schedule
- Comprehensive health benefits, including $500 Lifestyle Spending Account
- Four weeks of paid vacation per year
- Work anywhere in the world for 60 calendar days of the year
- Parental leave top-ups: 6 months for birthing parents, 8 weeks for non-birthing parents (up to $100,000 annual salary)
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