The Strategic Partner/Client Delivery Manager oversees key account management, driving customer success, implementation, and operational support, while collaborating cross-functionally to enhance service delivery and partner relationships.
Description
YOUR ROLE
Bold Penguin is looking for a Strategic Partner/Client Delivery Manager to drive success with our largest accounts. Ideal candidates will have prior experience in insurance technology, account management, and implementation / program management, along with impeccable presentation skills, excellent communication, and strong attention to detail. The candidate will have a history of driving enterprise account revenue retention and growth through client influence and delivery excellence for customers with complex needs. This role requires close cross-functional collaboration with colleagues in Product, Engineering, and Sales to meet the evolving initiatives of our strategic partners.
WHAT YOU'LL DO
Account and relationship management
Growth and commitment to excellence
Requirements
YOUR LOCATION
This is a fully remote role, with the exception of onboarding, business travel, and optional in-office events.
S kills & Experience
Physical Requirements
Summary
Bold Penguin is a leading integrated digital solution platform dedicated to simplifying small commercial insurance. Our technology makes the quote and bind process quick, effortless, and profitable for all parties - agents, brokers, and carriers. Bold Penguin's innovative product suite has digitized and transformed a slow, manual process resulting in reduced costs, increased efficiency, and better overall outcomes. For more information, please visit www.boldpenguin.com .
Or, simply put.... We simplify commercial insurance.
Benefits
We offer competitive compensation and progressive benefits that include:
Stay connected to the Glacier. We have great SLACK channels for work and play. We also like to video conference and hold all-hands "Waddles" regularly.
Penguin bling. Like swag themed after a certain Antarctic bird? Just. You. Wait.
Bold Penguin believes in inclusion. That's why we're proud to be an equal opportunity employer that considers all qualified applicants regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. To learn more about our results-focused culture and employee-focused perks, read more on our careers page .
YOUR ROLE
Bold Penguin is looking for a Strategic Partner/Client Delivery Manager to drive success with our largest accounts. Ideal candidates will have prior experience in insurance technology, account management, and implementation / program management, along with impeccable presentation skills, excellent communication, and strong attention to detail. The candidate will have a history of driving enterprise account revenue retention and growth through client influence and delivery excellence for customers with complex needs. This role requires close cross-functional collaboration with colleagues in Product, Engineering, and Sales to meet the evolving initiatives of our strategic partners.
WHAT YOU'LL DO
Account and relationship management
- Establish and maintain strong relationships with key stakeholders within assigned accounts, serving as the direct, day-to-day contact and delivering the highest level of customer experience, including responsiveness, quality of delivery, and proactive communication
- Manage implementation and operational support for assigned accounts, including the triage and prioritization of customer requests, while navigating internal teams and processes to prioritize and resolve
- Monitor and analyze partnership performance against key performance metrics, and provide regular updates to Bold Penguin and client leadership to influence decision-making and outcomes
- Help partners understand Bold Penguin's value proposition as a critical tool to achieve business objectives, as well as leading change management and training initiatives
- Assist in the planning and execution of projects, ensuring timelines, budgets, and quality standards are met
Growth and commitment to excellence
- Share the voice of the customer to influence new solutions, product functionality, and revenue opportunity for Bold Penguin, in collaboration with Product and Engineering
- Support the company's preferred partner strategy, including identifying opportunities to expand the adoption of Bold Penguin's product suite.
- Stay up-to-date with industry trends, Bold Penguin solutions, and provide insights and recommendations to inform partnership strategies
- Reinforce Bold Penguin's commitment to diversity, equity, and inclusion by building and maintaining a work environment that is inclusive and equitable
- Monitor compliance with company policies, procedures, and industry regulations
- Other duties and responsibilities as assigned
Requirements
YOUR LOCATION
This is a fully remote role, with the exception of onboarding, business travel, and optional in-office events.
S kills & Experience
- 5+ years of experience in the insurance industry, preferably with commercial lines experience
- 5+ years of experience in relationship management, implementation management, program management, management consulting, or related roles
- 3+ years of experience in Enterprise SaaS or related technology solutions
- Functional and technical credibility to support complex SaaS solutions
- Strategic planning and performance measurement experience
- Exceptional presentation, written and verbal communication skills; ability to develop executive presentations from scratch and communicate directly with senior leadership
- Proven track record of building and cultivating relationships with strategic external partners
- Demonstrated ability to think both strategically and analytically, with strong problem-solving skills, to develop thoughtful recommendations and action plans
- Power user of Jira, Confluence, Slack / Teams, and Office tools (e.g., PPT, Excel)
- Prior experience working in a high-growth, fast-paced, evolving environment
- Travel may be required, as needed, up to several times a month to client's site
Physical Requirements
- Must be able to sit/stand/walk for prolonged periods of time, (up to 8 hours per day) at a desk working on a computer.
- Must be able to use standard office equipment for extended periods of time, including but not limited to, a mouse, keyboard, phone and video conferencing.
Summary
Bold Penguin is a leading integrated digital solution platform dedicated to simplifying small commercial insurance. Our technology makes the quote and bind process quick, effortless, and profitable for all parties - agents, brokers, and carriers. Bold Penguin's innovative product suite has digitized and transformed a slow, manual process resulting in reduced costs, increased efficiency, and better overall outcomes. For more information, please visit www.boldpenguin.com .
Or, simply put.... We simplify commercial insurance.
Benefits
We offer competitive compensation and progressive benefits that include:
- Medical, Dental, and Vision
- Flexible PTO Policy
- 401(k) with a company match
- Employee Assistance Program
- Parental Leave
- Disability and Life Benefits
Stay connected to the Glacier. We have great SLACK channels for work and play. We also like to video conference and hold all-hands "Waddles" regularly.
Penguin bling. Like swag themed after a certain Antarctic bird? Just. You. Wait.
Bold Penguin believes in inclusion. That's why we're proud to be an equal opportunity employer that considers all qualified applicants regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. To learn more about our results-focused culture and employee-focused perks, read more on our careers page .
Top Skills
Confluence
JIRA
Excel
Microsoft Powerpoint
Slack
Teams
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