Customer Success Manager
Skills
- Deep knowledge of P&C or specialty insurance underwriting, operations, or systems
- Proven customer-facing relationship management and consultative selling skills
- Strong project management and organizational ability
- Data-driven mindset with experience using product usage and business metrics to inform actions
- Executive presence and business acumen to engage senior stakeholders
- Technology fluency with SaaS platforms and ability to learn AI-driven product workflows quickly
- Ability to balance strategic thinking with hands-on execution
Responsibilities
- Own the full post-sales experience: onboarding, implementation, renewals, upsells, and long-term account strategy
- Listen to users, surface people problems, and translate feedback into actionable product and process improvements
- Act as a trusted advisor and advocate for clients across cross-functional teams
- Serve as product and industry expert, communicating value to technical and executive stakeholders
- Build and maintain strong relationships with key stakeholders and influencers at client organizations
- Use customer data and product usage metrics to generate insights, drive adoption, and identify expansion opportunities
- Identify, position, and close opportunities for revenue growth and account expansion
Education
- Bachelor’s degree preferred (business, risk management, communications, marketing or related)
- Relevant industry certifications or insurance licensing a plus
Benefits
- Target cash compensation $135,000–$160,000 (final offer varies by location and experience)
- Equity / stock option opportunities
- Comprehensive benefits and perks (health, retirement, etc.)
- Remote-first work environment and flexible work policies
- Inclusive, fast-paced culture that values learning and collaboration
- Reasonable accommodation available during hiring and employment
Average salary estimate
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