Customer Strategy and Operations Lead

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April 23

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Pathpoint

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Finance • Insurance

Pathpoint is a platform designed to make small commercial excess and surplus (E&S) insurance simple for agents. It allows thousands of insurance agents to quote non-admitted risks quickly, bind coverage, and have policies issued with 24/7 access. The platform supports diverse types of coverage including general liability, commercial property, cyber liability, and more. Pathpoint serves verticals such as contractors, lessor’s risk, vacant properties, restaurants, manufacturing, and cyber for small businesses. By providing instant quotes through automated underwriting, e-signing, and prefilled applications, Pathpoint significantly reduces the time needed to serve clients and grow business for insurance agents.

11 - 50 employees

💸 Finance

📋 Description

• Pathpoint is building the modern distribution infrastructure for the $120B E&S insurance market. • More than 20% of commercial insurance business is placed into the E&S market. • Agents, brokers, and carriers rely on analog, inefficient, and imprecise systems, paperwork, and tools. • Pathpoint is the only wholesale distribution platform that uses technology to streamline and automate submissions, underwriting, compliance, payments, and service. • As a member of our Product team, the Customer Strategy & Operations Lead will be responsible for multiple strategic initiatives to improve client servicing workflows. • Work closely with operations, sales, underwriting, product, and engineering on high impact challenges. • Looking for experience implementing AI solutions and coordinating change management across teams.

🎯 Requirements

• 5+ years in operations management, product operations, product management, or solutions engineering • Ability to communicate effectively with both internal and external audiences, and experience tailoring communications to different stakeholders • Experience balancing competing priorities and attaining alignment across stakeholders to achieve goals • Demonstrated experience “getting things done”: you can break down problems, solicit feedback, propose solutions, attaining and aligning resources, and deliver results with a high degree of autonomy • Analytical skills and mindset. Use data to identify and prioritize problems, and the ability to do your own analysis (SQL/R knowledge a plus; Excel/Sheets knowledge required) • Comfort working across multiple systems and platforms, with experience in maintaining documentation and vendor integrations • Ownership mentality and demonstrated experience with “hands on” work • Familiarity with insurance, fintech, or other service-driven, process-heavy environments or industries

🏖️ Benefits

• Competitive compensation, equity, and healthcare packages • Remote-first working environment while investing in in-person collaboration • Annual home office stipend • Monthly WiFi stipend • Paid parental leave • 401(k) available