Customer Success Manager – Group Sales

OVERVIEW:

Working in a flexible work style arrangement, reporting to the Manager of Group Sales Operations & Customer Success, the position focuses on strengthening client and advisor relationships across the Group Sales business. This role focuses on supporting new business acquisition, upselling, cross‑selling, renewals and retaining group clients for an existing book of health benefit plans of small to midsized employer groups in the Edmonton or Calgary and surrounding area. The Customer Success Manager also supports the renewal process and actively participates in advisor and client meetings to enhance engagement.

WHAT YOU WILL DO:

• Manage small to midsized group accounts, focusing on modernizing existing plans and updating contractual provisions.
• Collaborate with Account Executives (AEs) to assess client needs, generate and present add‑on sales proposals, plan revisions, and solutions.
• Support renewal processes, including ...