Customer Success Manager

🕒 September 17

🇺🇸 United States – Remote

💵 $107k - $126k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 1%

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Bestow

51 - 200 employees

Founded 2017

💼 Consulting

🏥 Healthcare

💳 Fintech

Consulting • Healthcare • Fintech

Bestow is a leading life insurance SaaS platform provider that offers innovative technology solutions for life and annuity insurance carriers. By providing tools such as digital applications, customizable underwriting engines, and comprehensive customer portals, Bestow helps streamline the entire insurance process from quoting to policy administration. The company focuses on enhancing the speed and efficiency of insurance operations, enabling carriers to launch new products swiftly and optimize their customer service capabilities.

📋 Description

• Own the day-to-day and executive relationship for a portfolio of enterprise carrier customers as their primary point of contact • Run recurring business reviews, performance reporting against service level objectives, and quarterly planning with customer leadership • Build and deliver executive-level business reviews connecting platform performance to customers’ commercial goals • Own escalations from first signal through resolution and customer follow-up, coordinating Engineering, Product, and Implementation • Translate customer needs into prioritized work with Product and Engineering, using data to advocate for roadmap priorities • Identify expansion and adoption opportunities and work with Sales toward closing • Own due diligence, compliance documentation, and audit responses, coordinating subject-matter experts and deadlines • Mentor Customer Success Associates and improve team documentation, reporting, and communication • Travel as needed for solution workshops, leadership onsites, and customer business reviews • Serve Bestow’s enterprise life-insurance carrier customers using its technology platform for modernizing products and distribution

🎯 Requirements

• 4 or more years in customer success or account management, ideally at a SaaS or technology company serving enterprise customers • Direct ownership of enterprise customer relationships, including executive stakeholders • Experience growing or turning around customer accounts • Ability to work cross-functionally with Product, Engineering, Compliance, and Sales without formal authority • Skill building and delivering polished, client-facing presentations for executive audiences • Strong analytical skills and ability to work directly with data • Clear, direct written and verbal communication with attention to detail • Experience with CRM and ticketing tools such as Salesforce and JIRA • Bachelor's degree in business, marketing, or a related field, or equivalent experience • Must reside in the contiguous 48 United States • Employment eligibility verification through E-Verify

🏖️ Benefits

• Equity • Competitive salary • Flexible paid time off • Parental leave programs • 100% paid-premium option for medical, dental, and vision insurance • Lifestyle stipend supporting physical, emotional, and financial wellbeing • Flexible work-from-home policy • Remote and WFH options • State-of-the-art office in Dallas’ Deep Ellum for those who prefer an office setting • Employee-led diversity, equity, and inclusion initiatives • Substantial growth opportunities

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