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Plum - Account Manager - Mid Markets

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Plum

6d ago

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Customer Relations
    Sales & Business Development

AI generated summary

  • You need 2-6 years in B2B sales, strong communication skills, customer empathy, problem-solving ability, cross-functional teamwork experience, and familiarity with tools like Intercom and Hubspot.
  • You will manage MM customer relationships, ensure seamless benefits usage, oversee policy placements, execute renewals, drive upselling, and maintain high customer retention through exceptional service.

Requirements

  • At least 2-6 years of experience in B2B sales and customer facing role.
  • Very strong written and verbal communication.
  • High customer empathy.
  • Strong problem solver, can hustle to unblock customers.
  • Ability to work with cross functional teams to resolve issues.
  • Comfortable using modern tools like Intercom, Slack, Google Suite, Hubspot.
  • Strong adherence to SLAs and processes.

Responsibilities

  • You would be the face of Plum to our MM customers.
  • You would help employees and employers use their health insurance and health benefits in the most seamless way possible.
  • You would develop a deep level of understanding and knowledge of the entire product, systems and processes.
  • You would oversee insurance policy placement, uploading of health IDs, and configuring of benefits.
  • You would devise & implement engagement plans.
  • You would execute upsell and x-sell opportunities.
  • You would execute policy renewals.
  • You would coordinate with insurance partners for resolution/clarifications if needed.
  • You would drive 100 PERCENT customer retention by delivering extraordinary service.

FAQs

What type of company is Plum?

Plum is an employee insurance and health benefits platform focused on making health insurance simple, accessible, and inclusive for modern organizations.

What is the location of the Account Manager position?

The Account Manager position is on-site in Bengaluru.

What is the main objective of the Account Manager role at Plum?

The main objective is to be the face of Plum to Mid Market (MM) customers, helping them navigate their health insurance and benefits while driving exceptional customer satisfaction and retention.

What experience is required for the Account Manager position?

A minimum of 2-6 years of experience in B2B sales or a customer-facing role is required.

What skills are necessary for a successful Account Manager at Plum?

Strong written and verbal communication skills, high customer empathy, problem-solving abilities, and the capability to work with cross-functional teams are necessary.

Which tools should an Account Manager be comfortable using?

An Account Manager should be comfortable using modern tools such as Intercom, Slack, Google Suite, and Hubspot.

What is the company's mission regarding healthcare?

Plum aims to provide the highest quality insurance and healthcare to 10 million lives by FY2030, focusing on companies that care.

What does the job entail in terms of customer engagement?

The job entails developing engagement plans, overseeing insurance policy placements, executing upsell and cross-sell opportunities, and ensuring 100% customer retention through extraordinary service.

Is there potential for career growth in the Account Manager role at Plum?

Yes, there is significant potential for career growth as Plum transitions from a start-up to a scale-up phase, presenting numerous challenges and opportunities for personal and professional development.

How important is customer retention in this role?

Customer retention is crucial; the role aims for 100% retention by delivering exceptional service to clients.

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Plum

Money, motivated. The smart money app helping +1.5m invest, save and manage their spending.

Finance
Industry
51-200
Employees
2016
Founded Year

Mission & Purpose

Plum is a company that offers an AI-powered personal finance app designed to help users manage their money effectively. The app analyses users' financial transactions, provides insights into their spending habits, and offers personalised recommendations to help them save, invest, and achieve their financial goals. Plum's ultimate mission is to democratise access to financial expertise and tools, making personal finance simple, accessible, and automated for everyone. Their purpose is to empower individuals to take control of their finances, build healthy financial habits, and make informed financial decisions with ease. Plum aims to remove the complexity and barriers often associated with financial management, providing users with the tools and knowledge to improve their financial well-being and secure their financial future.