Sr Manager, Customer Engagement (Finance)
Focused on leading and managing the process of conducting quarterly business reviews with key clients.
Key Responsibilities
- Strategic planning and oversight of the QBR process:
- Defining QBR objectives and KPIs.
- Directing internal teams (like sales, customer engagement, and executives) to prepare and deliver effective QBRs.
- Ensuring QBRs are strategic and provide valuable insights to clients.
- Developing and implementing best practices and templates for QBR presentations.
- Strengthen client relationships:
- Building and maintaining strong relationships with key clients and their executive stakeholders.
- Demonstrating the value and ROI of the company's products/services to clients.
- Ensuring customer partnership on priorities and future plans.
- Analyze performance and identify opportunities:
- Conducting detailed analysis of client data and performance metrics to identify areas for improvement and growth.
- Collaborating with internal teams to develop strategies that deliver more value to customers.
- Evaluating past performance against goals.
- Drive strategy and alignment:
- Working with internal teams to align on client goals and objectives for each quarter.
- Identifying actionable goals for the upcoming quarter, aligned with company goals.
- Provide guidance and support:
- Coaching and training team members on effective QBR preparation, insightful data has been collected, analyzed and content is ready for delivery.
- Ensuring team members are confident and prepared for client QBRs.
Essential Skills and Qualifications:
- Leadership and management skills: Experience leading and managing teams, providing guidance and development.
- Strong communication and interpersonal skills: The ability to effectively communicate with internal teams and clients, including executive-level stakeholders.
- Analytical skills: Ability to analyze data, identify trends, and derive actionable insights.
- Strategic thinking and planning: Developing and implementing strategies that align with overall company goals.
- Customer-centric focus: A deep understanding of customer needs and a commitment to providing ongoing value.
- Experience in relevant areas: Experience in sales, customer success, account management, or business development can be beneficial.
About Us
For over 50 years, Verisk has been the leading data analytics and technology partner to the global insurance industry by delivering value to our clients through expertise and scale. We empower communities and businesses to make better decisions on risk, faster.
At Verisk, you'll have the chance to use your voice and build a rewarding career that's as unique as you are, with work flexibility and the support, coaching, and training you need to succeed.
For the eighth consecutive year, Verisk is proudly recognized as a Great Place to Work® for outstanding workplace culture in the US, fourth consecutive year in the UK, Spain, and India, and second consecutive year in Poland. We value learning, caring and results and make inclusivity and diversity a top priority. In addition to our Great Place to Work® Certification, we've been recognized by The Wall Street Journal as one of the Best-Managed Companies and by Forbes as a World's Best Employer and Best Employer for Women, testaments to the value we place on workplace culture.
We're 7,000 people strong. We relentlessly and ethically pursue innovation. And we are looking for people like you to help us translate big data into big ideas. Join us and create an exceptional experience for yourself and a better tomorrow for future generations.
Verisk Businesses
Underwriting Solutions - provides underwriting and rating solutions for auto and property, general liability, and excess and surplus to assess and price risk with speed and precision
Claims Solutions - supports end-to-end claims handling with analytic and automation tools that streamline workflow, improve claims management, and support better customer experiences
Property Estimating Solutions - offers property estimation software and tools for professionals in estimating all phases of building and repair to make day-to-day workflows the most efficient
Extreme Event Solutions - provides risk modeling solutions to help individuals, businesses, and society become more resilient to extreme events.
Specialty Business Solutions - provides an integrated suite of software for full end-to-end management of insurance and reinsurance business, helping companies manage their businesses through efficiency, flexibility, and data governance
Marketing Solutions - delivers data and insights to improve the reach, timing,relevance, and compliance of every consumer engagement
Life Insurance Solutions - offers end-to-end, data insight-driven core capabilities for carriers, distribution, and direct customers across the entire policy lifecycle of life and annuities for both individual and group.
Verisk Maplecroft - provides intelligence on sustainability, resilience, and ESG, helping people, business, and societies become stronger
Verisk Analytics is an equal opportunity employer.
All members of the Verisk Analytics family of companies are equal opportunity employers. We consider all qualified applicants for employment without regard to race, religion, color, national origin, citizenship, sex, gender identity and/or expression, sexual orientation, veteran's status, age or disability. Verisk's minimum hiring age is 18 except in countries with a higher age limit subject to applicable law.
https://www.verisk.com/company/careers/
Unsolicited resumes sent to Verisk, including unsolicited resumes sent to a Verisk business mailing address, fax machine or email address, or directly to Verisk employees, will be considered Verisk property. Verisk will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume.
