Teams at Dyad

Own and grow a portfolio of 30–40 mid-market MGA customers through upsell, cross-sell, renewals, and contract expansion. Build executive and stakeholder relationships, identify retention risks, lead discovery and negotiations, coordinate support and implementation teams, maintain Salesforce account plans and forecasts, and achieve revenue growth and retention targets.

Manage post-sale customer success for enterprise insurance clients, including onboarding transitions, product adoption, risk mitigation, renewals, retention, expansion, reporting, and executive stakeholder engagement. Partner cross-functionally with Product, Technology, Support, Sales, and Account Management while representing customer needs in roadmap and product discussions. Use customer health metrics to drive measurable outcomes across NRR, GRR, churn, NPS, and adoption.