Broker Success Manager (HCM)

Location: Dubuque, IA, US

Company

hirify.global provides people-first Human Capital Management technology directly and through a partner network to more than five million employees and 145,000 employers.

What you will do

• Own a defined portfolio of insurance broker and benefits broker relationships as the primary contact for engagement, escalations, and growth conversations.
• Identify at-risk relationships, diagnose root causes, and execute targeted recovery plans to drive broker retention.
• Develop broker success plans aligned with client bases, growth goals, competitive positioning, and hirify.global capabilities.
• Partner with Sales to convert broker engagement into qualified pipeline, and track broker-sourced referrals and opportunities.
• Educate brokers on product features, releases, and best practices while driving product adoption and connecting capabilities to outcomes.
• Lead business reviews, surface broker feedback, collaborate on escalations, maintain CRM records, and use data and AI tools to prioritize engagement.

Requirements

• 3 to 5 years of experience in customer success, account management, broker relations, or a related client-facing role.
• Demonstrated success owning and retaining a portfolio of external relationships.
• Familiarity with HCM, benefits administration, or payroll platforms.
• Strong written and verbal communication skills, including comfort presenting to broker principals and small groups.
• Proficiency with CRM platforms such as Salesforce or equivalent, and comfort using data to manage a book of business.

Nice to have

• Experience working with or selling to insurance brokers, benefits brokers, or HR intermediaries.

Culture & Benefits

• Equal opportunity employer with an open-minded, merit-based workplace.
• Employee experience is a stated organizational focus.
• Reasonable accommodations may be provided for qualified individuals with disabilities.