Customer Success Manager - Remote

Overview

Pathwork is redesigning life & health insurance jobs for the AI age. We believe the 2.5M professionals in the $1T life and health insurance industry don’t need better tools; they need a new operating system.

In Short

• We’re hiring our first Customer Success Manager.
• You'll report to the Head of Revenue and work alongside the Founders, Sales, and Product teams.
• This role is open from Customer Success Associate through Senior Customer Success Manager.
• You’ll own relationships with SMB and mid-market brokers.
• Lead onboarding programs for new brokers.
• Serve as the trusted advisor and primary point of contact for brokers.
• Identify opportunities for upsell/expansion across accounts.
• Help refine customer success processes and metrics.
• Experience in Customer Success or Account Management is preferred.
• Competitive compensation and meaningful equity offered.

Requirements

• 2-6+ years of experience in Customer Success or Account Management.
• Experience with SMB/mid-market clients in insurance or financial services preferred.
• Strong verbal and written communication skills.
• Ability to thrive in chaos and ambiguity.
• Experience in leading renewals/expansion conversations is a plus.

Benefits

• Competitive compensation and meaningful equity.
• High 401K match and FSA program.
• Modern, employer-paid health benefits.
• Hybrid culture with NYC & SF offices or remote for the right candidate.