Customer Success Manager

Job Summary

To support a growing client base, the full-time Customer Success Manager will manage relationships with insurance agents, ensuring client satisfaction and retention while working remotely.

Key responsibilities

• Monitor client communications and respond promptly to inquiries across Slack and live chat
• Conduct monthly check-ins and deep-dive analyses on client accounts to preemptively address challenges
• Oversee onboarding for new clients, ensuring they are properly set up and utilizing services effectively

Required qualifications

• Experience with CRM tools, preferably HubSpot
• Ability to analyze data and derive actionable insights
• Strong presentation skills and confidence in business conversations
• Willingness to travel to 4 to 8 industry events per year
• Curiosity to learn about the insurance industry, though prior experience is not mandatory