A Customer Success Manager (CSM) is a vital asset to any organization, driving customer satisfaction, retention, and growth through key traits such as empathy, communication, and problem-solving. CSMs build strong relationships with customers, ensuring their needs are met and they derive maximum value from the products or services. Learn more about our dedicated Customer Success Managers and how they love their role.
Zach Steele (no relation- even though he often gets mistaken for Wes) has been with Steele since 2017 and was excited to join the team because he wanted to switch from technology sales to the customer success side. “I love my job. I enjoy connecting with people. I enjoy coaching people and would love to have the opportunity to be a mentor,” Zach said.
Emma Stiggleman started at Steele four years ago as a Customer Success Specialist and was promoted to CSM within a year. Emma joined Steele because their core values aligned with her own. She finds her role challenging and rewarding. “I am the main point of contact for my clients. I oversee the entire enrollment process for my groups and work with their HR team, brokers, and carriers to help them manage employee benefits on our platform year-round,” Emma said.
Scott Felix has been with Steele for five years and joined the team because he was ready for a new challenge. Scott said this when asked about a typical workday, “I like that my days are always different. I may do computer work, take clients to lunch, get enrollments ready, chat with brokers, and everything in between. I am constantly learning new things here and trying to put the puzzle together.”
Hannah Sobieski was hired as a Customer Success Specialist in 2022 through the Orr Fellowship Program. A little over a year later she was promoted to CSM. “I’m excited to be promoted to CSM! In my new role, I will be focusing on enhancing the benefit experience for our customers and ensuring our customers receive the highest level of support and satisfaction!”
Nathan Bruner has been on the Customer Success team for a year and joined Steele because he wanted to work with a company that aligned with his values. Nathan sees his role as a trusted advisor. “I like to think our customers can reach out to Steele and trust us to help with all aspects of the world of benefits,” Nathan said.
Melissa Buckler has been a CSM for almost two years and is currently the Interim Director of Customer Service. Melissa loves working at Steele because you’re not just an employee here. “Your contributions are valued, and we have the most fun teammates to work with and learn from every day!”
Janet McClure has been with Steele for over a year and said this about her role. “My favorite part of my job is helping my clients help their employees better understand their benefits. An employee that understands the value of their benefits is a happy employee!”
Taje Wilson has been with Steele for almost two years and was promoted from Customer Success Specialist to Customer Success Manager a few months ago. Taje said this about her new role as CSM. “I’m excited about my new role. As a CSM, I enjoy being able to interact with clients, problem solve and identify ways to enhance the Ben Admin experience.”
Connie Burgess has been with Steele for four years and describes her role as managing the multiple facets of the Customer Success Team. “I ensure our clients continue to stay happy with the services that Steele provides.”
Melissa McAlister has been with Steele for seven years. “I started out as a Customer Success Manager. Now, I am a Customer Success Executive. I do a lot of training for our new hires. I also have my own customers and I support them however I can. Our team keeps growing, which is fabulous, so the need for training is always there. I support my own team of CSMs and Customer Success Specialists.”
So whatever your needs, our team is here for you. Our CSMs play a critical role in understanding customer goals, addressing challenges, and proactively providing solutions.
INTERESTED IN MORE FROM STEELE? CHECK OUT:
Active vs. Passive Open Enrollment: What’s Best for You?
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