Customer Success Manager
Job Summary
Owning the post-sale customer journey for the Employee Benefits segment, the full-time remote Customer Success Manager will drive onboarding, adoption, and retention while building strong relationships with brokers and agency leaders.
Key responsibilities
- Manage onboarding and activation processes for Employee Benefits agencies and brokers, ensuring quick time to value
- Build and maintain trusted relationships with key stakeholders in commercial insurance agencies
- Serve as the primary contact for implementation, training, ongoing engagement, and account health
Required qualifications
- Deep domain expertise in the Employee Benefits ecosystem
- Experience in customer success or account management within the insurance industry
- Proven ability to drive customer adoption and retention strategies
- Strong understanding of product feedback mechanisms and roadmap prioritization
- Experience creating scalable onboarding materials and training content
Complete Job Description
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