Who we're looking for

We are growing and looking for an experienced Customer Success Manager to serve as the liaison and dedicated resource to clients as they onboard to Zorro's platform! In this role, you will have the opportunity to manage projects, collaborate cross-functionally with internal stakeholders to enhance our onboarding experience, and provide subject matter expertise and training for clients as they onboard to our platform. While we're not looking for deep expertise, prior experience in client servicing, benefits administration and ICHRA knowledge is a definite plus. If you don't have this prior experience, but you have unparalleled communication skills, a commitment to superior customer service, ability to adapt within a fast-paced business environment, and previous client management experience handling several clients and projects at once, we’d be delighted to connect with you!

Key responsibilities

• Client Advocacy: Serve as the primary internal advocate for your clients, ensuring their needs and goals are represented across teams.
• End-to-End Onboarding: Own the full onboarding process from point of sale through a successful transition to the Zorro platform.
• Stakeholder Coordination: Partner with brokers, producers, business owners, and HR admins to define timelines, key milestones, and deliverables, keeping both internal and external stakeholders informed throughout.
• Client Communication & Training: Lead all client communications during implementation, including training sessions to ensure platform readiness and user confidence.
• Platform Configuration: Set up and configure the system to support a smooth and effective client launch.
• Cross-Functional Collaboration: Work closely with product, operations, and support teams to ensure a seamless experience and consistent delivery against service expectations.