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Customer Relationship Associate

Gradient AI

Full-time
USA
salesforce
customer service
communication
crm
Apply for this position

This is a fully remote role.

About Gradient AI:

Gradient AI is a fast-growing startup, bringing state-of-the-art Artificial Intelligence (AI) and Machine Learning (ML) solutions to the trillion-dollar insurance industry. Founded in 2018, we have raised $30M from top Insurtech investors to continue fueling our growth. Our software-as-a-service platform provides bias-free, data-driven insights, enabling insurance companies to profitably run their business and expand their offerings to underserved people and markets.   

About the Role:

We are searching for a Customer Relationship Associate to join our Client Services team. This person will be responsible for relationship management for our health insurance clients. This individual will act as the customer’s trusted advisor, understand the customer’s business objectives, and answer questions about the technical components of our solutions.

Key Responsibilities:

  • Prepare and run regular touch points with clients that include presentations, business reviews, model updates and product roadmap 

  • Review client dashboards to confirm usability and generate insights on model results

  • Thoroughly document notes from calls within Salesforce and manage action items with each client

  • Acts as the voice of the customer by delivering feedback to internal teams identifying customer needs, ideas, and challenges

  • Coordinate with internal teams to access additional resources and facilitate the solutions and tools needed by customers

Qualifications:

  • 3+ years of experience supporting clients in a customer facing role in the insurance industry; health insurance experience strongly preferred

  • Highly organized, with the ability to set, meet, and exceed time-sensitive objectives

  • Exceptional attention to detail and documentation skills; able to manage a high volume of clients effectively

  • Customer service–oriented with strong relationship-building skills

  • Excellent verbal and written communication abilities

  • Proficient in PowerPoint and experienced in building professional presentations

  • CRM experience (e.g., Salesforce) strongly preferred

  • Experience with SaaS products is a plus

What We Offer:

  • A fun, team-oriented startup culture.  

  • Generous stock options - we all get to own a piece of what we’re building. 

  • Unlimited vacation days. 

  • Flexible schedule that supports working from home. 

  • Paid parental leave.

  • Company issued Macbook and equipment reimbursement 

  • Full benefits package including medical, dental, vision, 401k, and more. 

  • Ample opportunities to learn and take on new responsibilities. 

  • We are an equal opportunity employer. 

Chosen as a top place to work by BuiltIn!

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About the job

Full-time
USA
Posted 12 hours ago
salesforce
customer service
communication
crm

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Customer Relationship Associate

Gradient AI

This is a fully remote role.

About Gradient AI:

Gradient AI is a fast-growing startup, bringing state-of-the-art Artificial Intelligence (AI) and Machine Learning (ML) solutions to the trillion-dollar insurance industry. Founded in 2018, we have raised $30M from top Insurtech investors to continue fueling our growth. Our software-as-a-service platform provides bias-free, data-driven insights, enabling insurance companies to profitably run their business and expand their offerings to underserved people and markets.   

About the Role:

We are searching for a Customer Relationship Associate to join our Client Services team. This person will be responsible for relationship management for our health insurance clients. This individual will act as the customer’s trusted advisor, understand the customer’s business objectives, and answer questions about the technical components of our solutions.

Key Responsibilities:

  • Prepare and run regular touch points with clients that include presentations, business reviews, model updates and product roadmap 

  • Review client dashboards to confirm usability and generate insights on model results

  • Thoroughly document notes from calls within Salesforce and manage action items with each client

  • Acts as the voice of the customer by delivering feedback to internal teams identifying customer needs, ideas, and challenges

  • Coordinate with internal teams to access additional resources and facilitate the solutions and tools needed by customers

Qualifications:

  • 3+ years of experience supporting clients in a customer facing role in the insurance industry; health insurance experience strongly preferred

  • Highly organized, with the ability to set, meet, and exceed time-sensitive objectives

  • Exceptional attention to detail and documentation skills; able to manage a high volume of clients effectively

  • Customer service–oriented with strong relationship-building skills

  • Excellent verbal and written communication abilities

  • Proficient in PowerPoint and experienced in building professional presentations

  • CRM experience (e.g., Salesforce) strongly preferred

  • Experience with SaaS products is a plus

What We Offer:

  • A fun, team-oriented startup culture.  

  • Generous stock options - we all get to own a piece of what we’re building. 

  • Unlimited vacation days. 

  • Flexible schedule that supports working from home. 

  • Paid parental leave.

  • Company issued Macbook and equipment reimbursement 

  • Full benefits package including medical, dental, vision, 401k, and more. 

  • Ample opportunities to learn and take on new responsibilities. 

  • We are an equal opportunity employer. 

Chosen as a top place to work by BuiltIn!

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