Lead Customer Success Manager
Core
Strategic Lead Customer Success Manager for largest enterprise accounts in the US insurance brokerage market, driving retention, revenue growth, and product adoption.
Role type
Senior IC Customer Success Manager (Enterprise)
Builds
AI operating system for insurance agencies and brokerages
Domain
Insurtech / North American Insurance Brokerage
Deliverable
production ML models | product features
Required skills
Strategic account management, C-Suite stakeholder engagement, change management, data literacy, CRM proficiency, travel management, multi-region transformation orchestration
Preferred skills
Insurance brokerage workflows knowledge, personal lines insurance expertise, financial services industry experience
Technologies
HubSpot, Microsoft Office Suite, G-Suite
Responsibilities
Own end-to-end relationships with large enterprise customers; lead strategic conversations and business reviews; develop and execute data-driven success plans; forecast renewals and mitigate churn; coordinate onsite workshops and working sessions; collaborate with Sales to drive revenue expansion; advocate for product improvements internally.
Seniority
Senior, hands-on IC