Customer Success Manager
Core
Own the relationship, health, and growth of enterprise carrier customers for a SaaS platform that modernizes life insurance product distribution.
Role type
Senior Customer Success Manager (Enterprise SaaS)
Builds
End-to-end enterprise SaaS platform for life insurance carriers
Domain
Insurance Technology / FinTech
Deliverable
client delivery
Required skills
Enterprise account management, executive stakeholder management, business review facilitation, escalation management, roadmap prioritization, expansion identification, compliance documentation, CRM proficiency, analytical reporting
Preferred skills
SaaS experience, growth mindset, cross-functional influence
Technologies
Salesforce, JIRA
Responsibilities
Own day-to-day and executive relationships for a portfolio of enterprise carrier customers; run operating rhythm including recurring business reviews and quarterly planning; build executive-level business reviews connecting platform performance to commercial goals; own escalations end-to-end coordinating Engineering and Product; translate customer needs into prioritized work for Product and Engineering; identify expansion and adoption opportunities; own due diligence, compliance documentation, and audit responses; mentor Customer Success Associates.
Seniority
Senior, hands-on IC
