Who We Are
PCMI (Policy Claim Management International) is a fast-growing, leading provider of integrated software for Extended Warranty Management and Finance and Insurance (F&I) administration. We are a SaaS company that operates in a fast paced, entrepreneurial environment. Our 3 teams located in the US, Poland, and Thailand work collaboratively around the clock to build our PCRS platform that automates the full administration lifecycle of all extended warranties, F&I products, and service contracts for our customers.What You’ll Do The SAM will be responsible for understanding client needs from both a business and technical perspective, ensuring successful alignment between our solutions and client requirements.
A key aspect of this role is to translate client needs into comprehensive written documentation, including Business Requirement Documents (BRDs), to facilitate clear communication and execution across teams. Additionally, this role will have a strong Customer Success Manager (CSM) component, being responsible for identifying upsell opportunities, helping to close, and ensuring customer satisfaction.
In this role you will:
Client Engagement & Relationship ManagementAct as a primary technical liaison between clients and internal teams.Serve as a trusted advisor, ensuring customer success and retention.Develop a deep understanding of clients' business objectives, challenges, and technical environments.Build and maintain strong, long-term relationships with key stakeholders.Be the voice of the customer within the company, ensuring their concerns, feedback, and needs are communicated and addressed.Identify and drive upsell opportunities to expand client engagement.Work closely with sales and product teams to drive revenue growth through value-added offerings.Requirement Gathering & AnalysisCollaborate with clients to capture both business and technical requirements.Conduct discovery sessions, interviews, and workshops to gather detailed insights.Analyze client needs and align them with our product offerings and capabilities.Manage Complex BRD DevelopmentManage the translation of business and technical needs into structured BRDs.Define scope, objectives, functional requirements, and system specifications.Ensure documentation is clear, concise, and actionable for implementation teams.Facilitate review and approval processes with clients and internal stakeholders.Technical Solutioning & AdvisoryProvide technical guidance to clients regarding best practices and solution options.Work closely with internal solutions engineering and product teams to ensure feasibility and alignment.Act as a subject matter expert (SME) in bridging business requirements with technical implementation.Project Coordination & SupportAssist in project planning, tracking, and reporting on progress.Support clients throughout the solution implementation process.Troubleshoot issues, provide recommendations, and ensure successful delivery of client requirements.Continuous Improvement & Best PracticesStay updated with industry trends and advancements to enhance client solutions.Contribute to process improvements in requirement gathering and documentation practices.Provide feedback to product and engineering teams to drive innovation.What You’ll Need to Join Our TeamEducation and Experience
- Bachelor's degree in Business, Computer Science, Information Technology, or a related field.
- 10+ years of experience in Finance & Insurance (F&I), with a strong understanding of industry workflows and best practices.
- 3+ years of experience in a Strategic Account Management, Business Analysis, or a related client-facing role.
- Strong understanding of business process analysis and technical solutioning.
- Experience creating and managing Business Requirement Documents (BRDs).
- Excellent communication and interpersonal skills, with the ability to interact effectively with both technical and non-technical stakeholders.
- Proficiency in project management tools and documentation software (e.g., Jira, Confluence, Microsoft Office, etc.).
- Ability to manage multiple client engagements and prioritize workload effectively.
- Problem-solving mindset with a keen attention to detail.
- Familiarity with APIs, databases, and enterprise software solutions is a plus
Physical Requirements
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
Travel Requirements
- Must be able to travel to client meetings; approximately 25%
Work Environment
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Why Work For Us
- Competitive Compensation from $85,000-$100,000 Annually*
- Comprehensive Benefit Package**
- Health, Dental & Vision Insurance
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Short & Long Term Disability Insurance
- Company-paid Long-Term Disability
- Company-paid Life Insurance
- Voluntary Life Insurance
- Voluntary Accident Insurance
- Employee Assistance Program
- 401k with generous Company Match
- Commuter Benefits
- Paid Time Off accrued per pay period.
- 10 Paid Holidays
- Paid Parental Leave
- Annual Bonus Program
- Professional Development Opportunities
- Employee Events
- Wellness Programs
- Employee Discount Programs
- Office in Park Ridge, IL - Convenient location to Blue Line
*Individual compensation packages are based on various factors unique to each candidate, including skill set, experience, qualifications, and other job-related aspects.**Eligible to enroll on the first day of employment for immediate coverage.
90000.00 To 120000.00 (USD) Annually
