Tenant Insurance Success Specialist - Remote

Overview

Storable is seeking a highly organized and detail-oriented Success Specialist to join our Tenant Insurance Success Team. In this role, you will provide critical administrative, technical, and operational support to ensure the team operates efficiently and delivers outstanding service to our partners. You will work closely with Client Success Managers (CSMs) to help prioritize tasks, track progress, and ensure timely completion of important client-related activities.

In Short

• Task Prioritization: Pull and categorize work order reports from ZOHO CRM for each Success Manager into actionable categories such as Retention, Upsell, Growth Opportunities, Pending Termination, and Delayed Enablement.
• Immediate Attention Items: Identify critical tasks such as expiring licenses, pending terminations, customer responses, and retention concerns; ensure these are flagged and addressed promptly.
• Weekly Check-ins: Meet weekly with each Success Manager to review prioritized tasks and address items needing immediate attention.
• Administrative Support:
• Complete setup and facility forms; contact operators as needed.
• Set up terminations in the ZOHO Pending Termination Module.
• Monitor and update “Pending Terminations” and ensure timely SM field updates in ZOHO.
• Enablement Oversight:
• Track enablement progress to prevent delays and ensure required ZOHO fields align with Success Manager wins.
• Reassign work orders for final checks or reach out to partners when necessary.
• Reporting & Collaboration: Provide regular reports and summaries to leadership and assist the Director of TI Success with tasks such as round-robin assignments and reporting needs.

Requirements

• Experience: 5+ years experience in customer service, account management, administrative assistant and/or a similar role.
• Organizational Skills: Ability to manage multiple moving pieces, ensuring short- and long-cycle tasks are completed efficiently.
• Communication: Exceptional written and verbal communication skills.
• Self-Discipline: Proven ability to monitor and complete tasks independently and on time.
• Time Management: Superior organizational skills to prioritize and execute tasks effectively.

Benefits

• Generous health coverage for you and your family, including short- and long-term disability coverage, two-times base salary company-provided life insurance, emergency loans, legal coverage and more.
• 401(k) match after 60 days, 100% vested after 1 year
• Employer contribution to your HSA, plus a HRA to help offset your deductible.
• Engage remotely! Since 2020, we’ve transitioned to a fully remote environment but that doesn’t mean we’re not connected. We continue to run regular contests, trivia games, and virtual happy hours!
• Instant-access and flexible vacation. We trust you, so we have a ‘take what you need’ vacation policy. No waiting to use it or need for accruals.
• Do More, Be More – company rewards and recognition that add up and can be redeemed for personalized gifts and experiences!
• Company anniversaries, birthdays, weddings, adding children to a family, first-time home buyers and more are celebrated.
• We encourage you to get active in the community by joining one of our offsite volunteer and community service events and by using volunteer PTO time.
• Self-care matters, so we offer the opportunity to take a load-off and enjoy a mental health day outside of your normal PTO time.
• Fully-paid parental leave: 12 and 6 weeks for primary and secondary caregivers respectively.
• ’Paw’ternity Leave and Pet Bereavement - we understand that pets are a part of the family and have generous time-off policies, which honor that commitment.
• Caregiver Leave: four weeks of fully paid time away from work to take care of aging dependents or family members, if needed.
• Monthly home data stipend added directly to your paychecks to help cover the cost of home internet, plus a home office sign-on bonus of $250.
• Comprehensive fertility care to support your journey towards parenthood.
• Access a range of mental well-being resources for yourself and your dependents, including counseling services, stress management programs, and mindfulness workshops
• We offer financial experts to all our team members to help you make informed decisions and achieve your financial goals.
• We offer break initiatives that promote relaxation, ensuring you can recharge and bring your best self to both work and personal endeavors.
• Early Wage Access with DailyPay, this is an optional benefit that allows you to get your pay any time before payday and easily track how much you’re making.
• Direct Student Loan Payment Program, Storable has partnered with Fidelity to make a contribution directly to your loan servicer, some qualifications and eligibility rules apply.