Vice President of Client Success, Legal & Insurance - Remote

Overview

The Vice President of Client Success plays a critical role in managing the insurance carrier, attorney, and other customer journeys from onboarding to retention. This executive is responsible for developing strategies that enhance customer satisfaction and loyalty, ultimately driving revenue growth for the company.

In Short

• Define and implement the overall customer success vision and strategy.
• Primary executive level relationship holder for insurance carrier and attorney clients.
• Lead, manage, and scale a high-performing Customer Success team.
• Develop and execute proactive strategies to reduce churn and increase customer satisfaction.
• Establish and monitor customer health metrics to mitigate churn.
• Work closely with sales, product, and marketing teams to align strategies.

Requirements

• 15+ years in client success or related leadership roles.
• Bachelor’s Degree in Business Administration or related (MBA is a plus).
• Proven track record of driving client retention and satisfaction.
• Strong analytical mindset with CRM experience.
• Proven ability to work across organizations.

Benefits

• High-performance culture with a focus on diversity.
• Competitive salary range and variable compensation.
• Opportunities for personal and professional growth.
• Commitment to a work environment free from discrimination.