Customer Success Manager

🕒 July 27

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

💵 $65k - $109k / year

⏰ Full Time

🟢 Junior

🏆 Customer Success

👻 Ghost score 24%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Insurity

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🛡️ Insurance

☁️ SaaS

🤝 B2B

💰 Private Equity Round - Insurity on 2021-11

Insurance • SaaS • B2B

Insurity is a provider of insurance-focused software and technology solutions. It delivers core policy administration systems (Pro Suite, Workers' Comp Suite, Marine Suite), an AI platform embedded across insurer workflows, analytics and intelligence products (Premium Audit, Loss Control, SpatialKey geospatial analytics), and billing/payments offerings including Billing-as-a-Service. Insurity serves carriers and MGAs with modular, enterprise-grade SaaS and hosted systems to streamline underwriting, policy administration, claims prevention, premium recovery, and billing operations.

📋 Description

• Serve as the primary point of management contact for assigned customers • Capture meeting minutes and actions accurately • Prepare professional presentations and reports and lead customer meetings • Keep workflow management systems and customer-facing tools up to date • Provide tool self-service support for customers • Understand, measure, and regularly track customer KPIs • Manage customer expectations and satisfaction • Develop relationships with Customer System Champions • Independently transition low-complexity customers from the implementation team • Ensure contract compliance and accurate billing • Understand customer experience and loyalty measures, including NPS and references • Understand customer organizations, political landscapes, and stakeholder personalities • Demonstrate knowledge of customers’ business challenges and opportunities and how Insurity products and solutions address them • Identify cross-sell and upsell opportunities • Manage cross-functional medium-complexity enhancements end to end according to product-specific procedures • Draft change requests and Statements of Work for small- to medium-complexity enhancements • Demonstrate understanding of revenue recognition and account measurements • Demonstrate competency in internal processes and practices • Support continuous improvement initiatives • Provide mentorship to team members • Stay current on industry and job-related trends and best practices • Perform other duties as assigned

🎯 Requirements

• Minimum 1–3 years' experience in Marine Cargo Insurance, Logistics or Logistics Software • Minimum 1–3 years' experience in a customer success-related role, interfacing and working directly with customers • Bachelor’s degree in a related field or equivalent work experience • Ability to create succinct, audience-relevant, objective-oriented written documentation, including emails, PowerPoint, and Word documents • Analytical and critical thinking • Written and oral English communication • Time management, including work planning, prioritization, and organization • Ability to handle multiple priorities or tasks • Self-starter and quick learner • Detail-oriented • Active listener • Ability to collaborate and work autonomously • Flexible and adaptable • Expectation management • Project management • Process analysis, design, and management • Business acumen • Technical acumen • Software development acumen • Change management • Ability to articulately present information • Meeting facilitation and management • Ability to disagree and commit • Up to 10% travel required • High proficiency in data analysis • High proficiency in coaching, training and mentoring • High proficiency in customer advocacy

🏖️ Benefits

• Flexible First Workforce approach with remote, hybrid, or in-office work depending on role and location • Open PTO Policy • Comprehensive health coverage • Employer-matched retirement savings • Award-winning onboarding program • Promotion-from-within opportunities • Mentorship program • Full access to LinkedIn Learning and Kaplan • Discounted tuition for employees and family through the University of Arizona Global Campus • Employee Referral Bonus program • Medical insurance • Dental insurance • Vision insurance • 401(K) match • Paid maternity leave • Paid paternity leave • Disability insurance