Career Opportunities with SaaS Capital Portfolio Companies

Relationship Manager (B2B SaaS)



Customer Service
Indianapolis, IN, USA · Remote
Posted on Tuesday, April 16, 2024

myCOI is growing. Join the Movement. #myCOIvibe

Relationship Manager

U.S. Remote

Company Description:

myCOI (www.mycoitracking.com) is an early industry-leader in the insurance technology space providing an innovative SaaS solution for tracking, processing, and managing certificates of insurance. Our Purpose - Erase the Worry through The Work We Do – Eliminating the disruptive impact of an insurance claim. A fully remote company, headquartered in Indianapolis, myCOI’s proven track record of national growth and success has impacted hundreds of customers who use our products and services ranging from Fortune 100, Higher Education, Construction, Logistics, Healthcare, Property Management, down to some of our local favorite sports teams. myCOI offers an easy-to-use, cloud-based solution to protect organizations and ensure end-to-end compliance. It’s smart technology that has our industry expertise built right in-designed to provide a single place to view COI’s, compliance, and risk reporting, for vendors, suppliers, tenants, subcontractors, franchisees, and carriers. myCOI’s channel partners, a great leadership team that is energetic, innovative, and goal-oriented; along with living our core values: Unite, Reach, Own It, Choose Positive, Innovate and Be Trusted, drives our continued growth and success.

We work hard to maintain an open, supportive culture that promotes the pursuit of excellence. As a member of our team, you’ll enjoy a competitive compensation package, great work-life balance, and an innovative, supportive culture. We know that myCOI’s success derives from great teamwork and each individual’s exceptional results. Join us on our mission to disrupt, innovate, and lead the industry!

Position Summary:

As a quota carrying Relationship Manager at myCOI, you will be responsible for managing and nurturing the relationships with our existing client base, ensuring their satisfaction, and driving additional sales through add-on solutions. You will work closely with assigned customers to understand their needs, provide valuable updates, and present myCOI solutions to enhance their operational efficiency. Apply now to embark on an exciting career journey with us!

What Makes this a Great Opportunity:

  • Represent a leading SaaS company with the most innovative technology in the industry and a strong customer retention rate!

  • Professional growth & learning opportunities due to exceptional continued business growth and a culture that strongly supports your own personal growth.

  • Work for a 2023 Indy Star Top Workplaces winner.

  • Great work-life balance, amazing company culture and comprehensive benefits (including 401k w/match, Pet Insurance & Paternity Coverage).

Essential Responsibilities:

  • Establish strong rapport with assigned clients and maintain regular communication as per targeted frequency

  • Utilize a scheduled checklist to cover key items during client interactions, such as updates on company initiatives

  • Proactively seek training on myCOI products, services, pricing models, and contracts

  • Identify client issues, develop follow-up plans, and ensure timely resolution

  • Assess client adoption of products and services and address any concerns or obstacles

  • Develop and manage add-on sales pipeline, meeting assigned quotas

  • Introduce clients to new offerings and pricing changes as their Relationship Manager

  • Collaborate with internal departments including sales, product, and marketing to ensure client needs are met

  • Maintain thorough documentation of client interactions in myCOI's CRM program

  • Provide valuable input to product and marketing based on market insights gathered from client interactions

  • Stay updated on industry trends and issues impacting clients' operations

  • Collaborate with sales and customer experience teams to enhance process efficiency and manage account renewals

Required Knowledge & Skills:

  • Previous experience working remotely

  • Previous experience in a quota carrying enterprise sales account management or similar position with demonstrated success (% of accounts retained, expanded, quotas reached or exceeded, etc.)

  • 4+ years Commercial Insurance Risk Management, Commercial Insurance Brokerage, Commercial Insurance Consulting or Commercial Insurance Advisory experience

  • Knowledge of commercial insurance and business contracts language to help clients understand their exposure to mitigate risk

  • Knowledge of one or more of the following industries is required: insurance brokerage, construction, commercial real estate and/or commercial property management

  • Comfort level speaking with Senior level decision makers

  • Experience working within scaling B2B SaaS will be given preference

  • Ability to gain deep knowledge of myCOI's software products, services, and processes to upsell consultatively and confidently

  • Proficiency in various operating systems and software products (Salesforce, Google Suite, Slack, Microsoft Suite, Video meeting software)

  • Strong analytical skills with the ability to interpret data to draw valid conclusions

  • Strong time management skills with a problem-solving mindset to proactively address customer needs

  • Experience collaborating cross functionally with sales, implementation, marketing and product team members

  • Commitment to continuous improvement while maintaining a positive attitude

  • Excellent written and verbal communication skills

  • Capacity to prioritize tasks and negotiate priorities with stakeholders

  • Comfortable working under pressure and pivoting quickly when needed.

Travel Responsibilities:

  • None

Education Requirements:

  • Bachelor’s Degree preferred but not required


  • Competitive compensation package


  • 100% Remote within Central or East Coast time zones within the United States.

  • We are only able to consider U.S. based candidates at this time.


  • Medical

  • 401k w/match

  • Health Savings Account/HSA

  • Dental

  • Vision

  • Short Term Disability Insurance

  • Paternity and Maternity leave for expecting parents.

  • Pet Insurance (includes pet food, prescriptions, etc.)

  • Life Insurance

  • Paid Time Off (Holidays, Vacation, Flex Time, Community Volunteer Time)

*****Must be located within the United States to be considered for the role. *****

myCOI is an equal opportunity employer and does not unlawfully discriminate against any applicant or candidate on the basis of race, color, religion, sex, national origin, age, disability, sexual orientation, or any other class protected by federal or state law.

All your information will be kept confidential according to EEO guidelines.

Certificates of Insurance - Software as a Service - Compliance - Insurtech Certificate Review - Insurance Review - Compliance Review - Policy Review - Endorsement - Insurance Tracking - Commercial Insurance - Customer Care - Insurance - Client Success - Training - Technology