Client Advisory Services Manager
Boston, MA, USA
USD 200k-250k / year
Description
Overview
Lead our Client Advisory Services team—a specialized group of insurance industry experts focused on unlocking maximum customer value from Earnix software. You'll own both the strategic maturity assessment process and the advisory function that empowers our customers and PS consultants to implement and leverage Earnix for competitive advantage in pricing and underwriting.
What You'll Do
Own the Maturity Assessment Strategy
Design, develop, and maintain the customer maturity assessment framework and methodology that identifies improvement opportunities in pricing and underwriting processes
Oversee all aspects of the assessment—from content development and customer delivery through to measurable business impact
Create and evolve customer-facing artifacts (assessments, scorecards, roadmaps) that translate technical findings into actionable business recommendations
Partner with other regional leadership to ensure assessment consistency, quality standards, and continuous improvement across regions
Lead and Mentor a Specialized Advisory Team
Build and manage a high-performing team of experienced SMEs with deep insurance industry backgrounds
Foster a culture of expertise, innovation, and collaborative problem-solving
Develop your team's capabilities in complex Earnix implementations and advanced use cases
Serve as Center of Excellence on Customer Value Realization
Apply a deep understanding of Earnix software offerings present a roadmap to additional customer value
Advise PS Consultants on complex, non-standard implementations and innovative approaches to maximize customer value
Elevate implementation quality across the PS organization by sharing insights from your team's specialized work
Identify patterns and opportunities to expand value realization across the customer base
Drive Measurable Customer Outcomes
Guide customers through assessments that demonstrate how Earnix can improve their pricing strategy, underwriting processes, and overall competitive positioning
Ensure each customer engagement translates into concrete value—whether through process optimization, pricing improvements, or operational efficiency
Partner with account teams to embed value realization into customer success and renewal strategies
Identify and scope paid advisory projects with customers seeking strategic guidance on pricing and underwriting transformation, ensuring engagements are clearly resourced and tied to measurable outcomes
Deliver advisory engagements that validate assessment recommendations, deepen customer relationships, and build repeatable, scalable advisory service offerings
Requirements
Requirements
You'll do it using:
Deep insurance industry expertise with 12+ years of progressive experience in P&C insurance operations, pricing, or underwriting (or equivalent in insurance-adjacent consulting)
5+ years of insurance consulting experience designing and executing process assessments, building maturity models, and developing strategic recommendations for insurers on pricing and underwriting transformation
Customer-facing communication skills to translate complex technical and analytical concepts into clear business value for C-suite and operations teams
Program and project management to oversee assessment design, delivery, and tracking of customer outcomes across regions
Cross-functional insurance process knowledge with the ability to advise on interconnected workflows spanning pricing, underwriting, and other insurance functions
Data analysis and business acumen to interpret performance metrics, identify trends, and make evidence-based recommendations
Training and knowledge transfer expertise to develop your team and drive adoption of new assessment approaches
Proficiency with presentation tools and documentation to create high-quality, branded customer artifacts and internal reports
You'll excel by:
Strategic vision and insight into insurance industry transformation; the ability to see where customers are today and guide them toward competitive advantage
Proven leadership at a team level with demonstrated success building, developing, and retaining high-performing technical teams (mentoring, succession planning, capability building)
Executive presence and influence to align cross-functional partners (EMEA teams, sales, customer success, PSCs) around shared goals without direct authority
Intellectual curiosity and continuous improvement mindset — you stay current on industry trends, Earnix product evolution, and emerging customer needs
Customer empathy combined with business rigor — you balance "what the customer needs" with "what drives measurable business outcomes"
Attention to quality and consistency while managing change across regions and maintaining high standards in assessment methodology and artifacts
Collaboration and partnership orientation — you view other PS teams, account teams, and EMEA counterparts as partners in customer success, not competitors
Coaching and mentoring capability — you develop your team's expertise through delegation, feedback, and knowledge sharing rather than directing every decision
Resilience and adaptability in a fast-moving SaaS environment where product capabilities, customer needs, and market conditions evolve rapidly
Salary Range:
$ 200,000-250,000 per year
Position Intro
Earnix is the premier provider of mission-critical, cloud-based intelligent decisioning across pricing, rating, underwriting, and product personalization. These fully-integrated solutions provide ultra-fast ROI and are designed to transform how global insurers and banks are run by unlocking value across all facets of the business. Earnix has been innovating for insurers and banks since 2001 with customers in over 35 countries across six continents and offices in the Americas, Europe, Asia Pacific, and Israel