Senior Customer Success Manager - Remote

Overview

We are seeking a dynamic and versatile Senior Customer Success Manager to join our team and play a pivotal role in driving customer success, solution adoption, and strategic growth within our Pro Suite product group.

In Short

• Primary point of management contact for assigned customers.
• Review and revise minutes/actions from meetings.
• Prepare/review meeting materials for customer messaging and lead meetings.
• Ensure workflow management system and customer-facing tools are up to date.
• Provide tool self-service support for customers.
• Understand customer’s desired strategy and KPI’s for partnering with Insurity.
• Lead initiatives to maintain and manage customer expectations and satisfaction.
• Develop strong working relationships with key customer stakeholders.
• Independently transition medium complexity customers from the implementation team.
• Ensure contract compliance and accurate billing.

Requirements

• 3 years minimum in customer success related role, interfacing and working directly with clients.
• Ability to create succinct, audience relevant documentation.
• Analytical and critical thinking skills.
• Written and oral English communication skills.
• Time management skills, including work planning, prioritization, and organization.
• Ability to handle multiple priorities or tasks.
• Self-starter and quick learner.
• Detail-oriented.
• Active listener.
• Ability to collaborate and work autonomously.

Benefits

• Work environment that supports your best—remote, in-office, or hybrid.
• Open PTO Policy for time management.
• Comprehensive health coverage and employer-matched retirement savings from day one.
• Award-winning onboarding program.
• Internal mentorship program for personal and professional growth.
• Access to LinkedIn Learning and Kaplan.
• Discounted tuition through partnership with the University of Arizona Global Campus.
• Employee Referral Bonus program.