Customer Success Manager

Job Summary

A company is looking for a Customer Success Manager who will take full ownership of the post-sale journey and ensure every customer achieves real, measurable success.

Key Responsibilities

• Guide onboarding, accelerate adoption, and improve workflows for customers
• Drive renewals and identify expansion opportunities in collaboration with Sales
• Manage account health, address risks, and communicate updates effectively with customers

Required Qualifications

• 3 to 7 years of Customer Success or Post Sales experience in B2B SaaS
• Preferred experience in insurance, insurtech, MGA, MGU, carrier, or brokerage
• Ability to manage complex onboarding processes, including CSV and API integrations
• Proven track record of driving renewals and expansion independently
• Experience with systems like AMS, PAS, ERP, or CRM