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Sr. Consultant, Customer Success & Delivery

Role overview

Qualifications

  • Bachelor’s or Master’s degree in Information Technology, Business, Engineering, or a related field, or equivalent experience
  • 10-15 years of experience in business analysis, consulting, insurance operations, or technology implementation
  • Hands-on insurance operations experience (claims, underwriting, policy, billing) strongly preferred
  • Proven experience leading complex system implementations

Responsibilities

  • Lead end-to-end business requirements activities, from stakeholder workshops through validation and approval
  • Own scope, prioritization, dependency mapping, and change control in partnership with delivery leadership
  • Lead implementations from kickoff through go-live across client, internal, and third-party teams
  • Serve as the primary escalation point for delivery risks, issues, and client concerns

Key facts

  • Remote from: United States
  • Freelance
  • Senior (5-10 years)
  • Customer Success Lead
  • $122K – $209K / year
  • English

Hard skills

Other skills

  • Analytical Thinking
  • Problem Solving
  • Teamwork
  • Communication
  • Adaptability

About the company

ReSource Pro logo

ReSource Pro

  • Insurance
  • XLarge
  • 5,001–10,000
ReSource Pro is an insurance-focused business solutions company that integrates people, process, technology, and data analytics. Over 1,000 carriers, brokers, and MGAs rely on ReSource Pro to execute strategies that improve profitability, accelerate growth, deliver improved claim outcomes, and enhance client and employee experience. With more than 7,000 employees globally, ReSource Pro provides business process management, strategic advisory services, management and organic growth consulting, training, and compliance solutions around the clock. ReSource Pro has consistently achieved a +95% client retention rate for over a decade.

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Job description

Are you ready to lead complex insurance technology initiatives and guide clients from strategy to go-live? Do you enjoy being the trusted advisor who turns business needs into solutions that work in the real world?

Come Join ReSource Pro!
Your Role...
ReSource Pro is seeking a Sr. Consultant, Customer Success & Delivery, Propellint to lead high-complexity insurance technology and data initiatives and serve as a trusted advisor to client stakeholders. You will own solution direction, business analysis leadership, and implementation oversight for strategically important client engagements. Work completed directly impacts client outcomes, platform adoption, and long-term partnership with ReSource Pro.

We hire the best because our service is only as good as the people delivering it. We’re committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.
 All remote positions are based in the United States,
and candidates must reside within the U.S. to be eligible for consideration.

In this role, you will...
  • Lead end-to-end business requirements activities, from stakeholder workshops through validation and approval
  • Own scope, prioritization, dependency mapping, and change control in partnership with delivery leadership
  • Lead implementations from kickoff through go-live across client, internal, and third-party teams
  • Serve as the primary escalation point for delivery risks, issues, and client concerns
  • Advise client leadership as the insurance domain expert across policy, claims, billing, and underwriting
  • Mentor business analysts and consultants and contribute to delivery standards and best practices
What You Need to be Successful...
  • Bachelor’s or Master’s degree in Information Technology, Business, Engineering, or a related field, or equivalent experience
  • 10-15 years of experience in business analysis, consulting, insurance operations, or technology implementation
  • Hands-on insurance operations experience (claims, underwriting, policy, billing) strongly preferred
  • Proven experience leading complex system implementations
  • Demonstrated ability to engage senior stakeholders and executive leadership
  • Expert-level business analysis, facilitation, and stakeholder management skills
  • Strong analytical reasoning and structured problem-solving; able to connect technical solutions to operational impact
  • Ability to lead complex, cross-functional initiatives independently, with a high level of initiative and accountability
  • Comfortable navigating ambiguity and providing clear, structured guidance in evolving environments
  • Preferred: CPCU, AIC, CBAP, PMI-PBA, or similar insurance or analysis credentials
  • Ability to travel up to 20%, domestic
  • Technological proficiency – able to learn, utilize, and navigate a variety of external and internal systems
Your Compensation...
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position, and the salary range for most locations for this role is $122,000-$209,000 per year. The salary range may vary based on experience and on the specific geographic location in which the candidate resides.

Your Benefits & Perks...
  • 100% paid employee health insurance available on Day 1
  • Eligible for all medical, dental, and vision benefits on Day 1
  • Remote positions are Internet stipend-eligible
  • 401k with employer match, vested on Day 1
  • HSA/FSA available
  • Long Term and short-term disability employer-provided
  • Generous PTO plan with paid holidays + floating holidays
  • Development and growth opportunities
  • Comprehensive wellness program and prioritization of employee health
Your Interview Process...
To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom.
The standard interview process includes:
  1. Behavioral interview with Talent Acquisition
  2. Online talent assessment
  3. Hiring Manager interview
*Additional interview steps may be added depending on the position or if further evaluation is needed.

Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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