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Onboarding Specialist

Company: Better Agency
Location: Chandler
Posted on: January 12, 2022

Job Description:

About This Role:
We're looking for a full-time Client Success Manager to join our core team. This role will be responsible for the training and onboarding of new -& -existing customers. You will be working on a wide variety of projects including:

Owning the onboarding experience over the first 60 days
Achieving identified success metrics during onboarding
Updating and maintaining our help center articles
Working with customers and product team to prioritize updates and new features
Running group training activities
Training new users of different role types how to use the product

You Might Be A Fit For This Position If:

You enjoy working with a team of problem solvers
You have Insurance (P&C Insurnace) experience working at an agency, or as a producer, CSR, or other
You have done product training and/or onboarding in the past
You enjoy working face-to-face with customers (via Zoom)
You understand technology, specifically CRM platforms
You like to delight users and make their lives easier
You're interested in the best solution, regardless of whose idea it was
You are obsessed with helping small businesses succeed
Bonus if you know the insurance industry!
You will be joining a team of experienced customer success professionals that believe in providing the highest level of customer experience.

You will have a great deal of autonomy to identify problems that need solving, propose solutions, and implement them.

Come Join Our High-Growth Tech Company And Make An Impact!

At Better Agency we provide the #1 Sales-Driven Agency Management System -& -CRM for insurance agents. However, we are so much more than a software company. We serve a large growing community of like-minded small business owners who are all hungry to grow their agency, do more for the community they love and really serve their clients at the highest level!

Positive vibes only! We get to change people's lives on the daily and we want you to help us. We are a crazy group of people that have fun, understand that work should be fun, and are obsessed with helping small businesses. If this sounds like something you are crazy excited to be a part of, apply!

We are funded by insuretech VC's, CRM angels, and top-industry executives. We are well recognized for our innovation, and the need for our solution to help solve core problems within the industry.

We have a deep understanding of the industry and the problems. Together, we have over 25 years of insurance experience and over 25 years of small business automation experience. Our company includes advisors, employees and leaders that range from top Insurance companies to key members of software companies that understand how to solve fundamental issues.

Why should you join Better Agency? With rapid sales and development growth since launching at the end of 2019, Better Agency is still at the beginning stages of what will be a predominant technology within the insurtech space. By joining the team, you will have a large impact on shaping a product that is already widely used and growing.


2+ years of experience in a customer success/facing role
Enjoys problem-solving, working with a team, and a self-starter
Excellent writing/communication skills, documentation is a key part of what we do here (and messaging/sending gifs via slack)
Experience in the insurance industry is a plus
2+ years experience working for a technology company
2+ years in a product training and/or onboarding role
The ideal client will have an understanding of P&C Insurance


Compensation will be tied with experience. The salary range for this position is $45k - $55k
A generous stock option plan

Unlimited PTO


We are located in Chandler/Gilbert, Arizona. The ideal candidate would have a hybrid option to come into the office and remote work

Thanks for taking the time to review our job description. We're looking forward to meeting you and building a great product together!

Keywords: Better Agency, Chandler , Onboarding Specialist, Other , Chandler, Arizona

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