Customer Success Manager - Remote

Overview

As a Customer Success Manager at Insurity, you will assist customers with the implementation of our Predict solutions and enable their success with data analytics. Your role is to lead cross-functional teams to help our customers achieve their strategic goals.

In Short

• Primary point of management contact for assigned customers.
• Accurately capture minutes/actions from meetings.
• Prepare professional presentations/reports and effectively lead customer meetings.
• Ensure workflow management system and customer-facing tools are up to date.
• Provide tool self-service support for customers.
• Understand Customer KPIs; measure and track regularly.
• Maintain/manage customer expectations and satisfaction.
• Develop working relationships with Customer System Champions.
• Independently transition low complexity customers from the implementation team.
• Understand the customer experience and loyalty measures in place.

Requirements

• 1-3 years experience in a project management, customer success, or similar role.
• Bachelor’s degree or equivalent work experience.
• Highly proficient experience and knowledge in customer success management.
• Strong verbal communication skills across diverse roles.
• Excellent written communication skills.
• Business, technical and software development acumen.
• Strong multi-tasking capabilities.
• Preferred: Understanding of P&C Insurance Underwriting and Claim processing.

Benefits

• Flex First Workforce: Work from home or office locations.
• Generous Time Off: Open PTO Policy.
• Day One Health Benefits + Employer-Matched Retirement Savings.
• Award-Winning Onboarding Program.
• Real Career Growth Opportunities.
• Mentorship Program.
• Continuous Learning Opportunities.
• Discounted University Tuition.
• Employee Referral Bonus.