Alan Finley
Client Relationships | AI Customer Success | Project Management | Enterprise SaaS
- Role
- Manager, Client Relationships at Milliman
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Alan Finley
Customer-focused leader with 15+ years of experience leading client partnerships, SaaS…
Experience
Manager, Client Relationships
Dec 2019 — Present · Milwaukee, WI, US
Lead Customer/Partner Success for $30M+ SaaS Portfolio | AI/Insurtech Solutions• Direct relationship strategy and operational execution for key insurance partners, ensuring high-impact onboarding, performance, and retention outcomes.• Lead and coach a multifunctional team delivering customer success, project management, and strategic consulting.• Collaborate cross-functionally with Product, Finance, Engineering, Legal, and Actuarial to align on partner goals, implementation strategy, and long-term success metrics.• Manage financial performance across accounts—optimize value delivery, inform contract renewals and margin strategy.• Develop client health scoring models and KPI dashboards to reduce churn and identify expansion opportunities.• Drive C-suite engagement through quarterly business reviews (QBRs), ROI narratives, and executive-level alignment.• Contribute to go-to-market strategy and partner enablement via marketing materials, social media, and conference presence.
Skills
- Health Insurance
- Powerpoint
- Economics
- Mainframe
- Banking
- Microsoft Excel
- Microsoft Office
- Healthcare
- Employee Training
- Insurance
- Microsoft Word
- Subrogation
- Financial Operations
- Financial Analysis
- Quantitative Analysis
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.