Role overview

Qualifications

8+ years of leadership experience in client services, account management, or solution delivery within enterprise SaaS, InsurTech, or financial services.
Proven track record delivering large-scale client engagements and complex technology solutions; ability to build strategic client partnerships.
Experience leading cross-functional teams with both technical and non-technical stakeholders; strong problem-solving, negotiation, and communication skills.
Bachelor's degree in Business, Technology, or a related field; MBA or equivalent experience preferred; willingness to travel up to 20%.

Responsibilities

Lead and mentor a high-performing client services team, fostering accountability and client success.
Oversee solution delivery and implementation to ensure on-time delivery and high-quality outcomes.
Own client relationships as the primary liaison, aligning Sureify's solutions with clients' strategic goals.
Collaborate cross-functionally with Product, Engineering, Sales, and Customer Support to align client needs with capabilities and roadmap, and communicate project status and risks.

Key facts

Remote from: United States
Full time
Senior (5-10 years)
225 - 225K yearly
English

Hard skills

Software Project Management Customer Relationship Management Solution Architecture Cross-Functional Collaboration Business Communication On-Time Performance Project Collaboration Resource Allocation Operational Excellence Account Management Strategic Partnership Customer Retention Stakeholder Communications Client Services Solution Architecture Information Technology & Computing Services Process Improvement Digital Transformation Client Services

Other skills

Team Leadership
Decision Making
Accountability
Collaboration
Communication
Negotiation
Teamwork
Mentorship
Presentations
Problem Solving

About the company

Sureify

Company details

Links

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Job description

Who We Are

Sureify’s mission is to modernize the life insurance and annuity industry by helping carriers acquire, service, and engage their customers through any distribution channel. Sureify’s products empower life insurance carriers, agents, employees, and customers to have the digital experiences employees and consumers have come to expect in the rapidly advancing tech climate.

Position Summary:

We are seeking a dynamic and experienced Senior Director, Client Delivery to lead client relationships and ensure seamless solution delivery execution. This individual will be responsible for overseeing and driving operational excellence in solution delivery. As a senior leader, you will collaborate closely with cross-functional and globally distributed teams to enhance client satisfaction, retention, and growth.

Key Responsibilities:

Team Leadership: Lead and mentor a high-performing client services team, fostering a culture of accountability and client success.
Drive Solution Delivery: Oversee the implementation and execution of Sureify’s solutions, ensuring on-time delivery and high-quality outcomes.
Operational Excellence: Establish best practices for client service delivery, streamlining processes and optimizing resources.
Own Client Relationships: Serve as the primary liaison for clients, building strong partnerships and ensuring Sureify’s solutions align with clients’ strategic goals.
Cross-Functional Collaboration: Work closely with Product, Engineering, Sales, and Customer Support teams to align client needs with Sureify’s capabilities and roadmap.
Communication: Regularly update internal and external stakeholders on project status, risks, and strategic initiatives.

Qualifications:

8+ years of leadership experience in client services, account management, or solution delivery within the enterprise SaaS, InsurTech, or financial services industries.
Proven track record of managing large-scale client engagements and delivering complex technology solutions.
Strong ability to build a strategic partnership with clients.
Experience leading cross-functional teams and collaborating with technical and non-technical stakeholders.
Excellent problem-solving, negotiation, and decision-making skills.
Strong communication and presentation skills, with the ability to convey technical solutions to business audiences.
Bachelor’s degree in Business, Technology, or a related field; MBA or equivalent experience preferred.
Ability to travel to clients 20% of the time

Why Join Sureify?

Be part of a fast-growing InsurTech company driving digital transformation in the life insurance industry.
Work with a collaborative and passionate team committed to client success and innovation.
Competitive compensation package, including benefits and remote work flexibility.

If you are a client-focused leader with a passion for driving impactful solutions, we would love to hear from you!

Base annual salary

$200,000—$225,000 USD

Our Guiding Principles

Our products are for nothing if their creators are not fulfilled in their work. We want our employees to flourish at Sureify. We do not fawn over status or titles, instead, we honor effort and intelligence. The best idea wins no matter which colleague proposed it. We do not shortcut our mission with overblown claims or false promises. Sticking to the truth is both a strategy and a principle for us.

Sureify is an Equal Opportunity Employer committed to diversity. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, sex, sexual orientation, gender perception or identity, age, disability, veteran or military status, or any other basis prohibited by law.

If you are a California resident, please be aware Sureify collects personal information from you during the application process, which may include your name, contact details, employment history, and educational background, in accordance with the California Consumer Privacy Act (CCPA). We use this information solely to evaluate your candidacy for employment and may share it with internal hiring personnel as needed.

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