Customer Success Manager – Employee Benefits

🔥 2 hours ago

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Outmarket AI

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2023

🤖 Artificial Intelligence

🛡️ Insurance

☁️ SaaS

Artificial Intelligence • Insurance • SaaS

Outmarket AI is an AI-driven SaaS platform purpose-built for insurance agencies and brokerages. It automates and accelerates insurance workflows—quote comparison, coverage gap analysis, contract/lease requirement checks, tower analysis, proposal generation, loss-run insights, ACORD form filling, and policy verification—by integrating with major agency management systems (e. g. , AMS360, Applied Epic, HawkSoft) and common document stores and email systems. The company emphasizes enterprise security (single-tenant architecture, zero data retention, SOC 2 Type II, HIPAA-ready), serves 250+ agencies, and positions itself to save underwriting/producer teams many hours per week while reducing errors and increasing revenue.

📋 Description

• Own onboarding and activation for Employee Benefits agencies and brokers using the Outmarket platform, driving fast time to value and strong adoption. • Build and maintain trusted relationships with EB group leaders, benefits brokers, and account managers across commercial insurance agencies. • Serve as the primary post-sale point of contact for implementation, training, ongoing engagement, retention, and account health. • Identify opportunities for expansion within existing accounts as customers grow their Employee Benefits business. • Translate customer feedback into actionable product insights that help inform roadmap prioritization. • Build and improve scalable onboarding materials, training content, and Customer Success processes that grow with the business.

🎯 Requirements

• Deep domain expertise in the Employee Benefits ecosystem. • Experience in customer success or relevant SaaS environment. • Strong understanding of onboarding and customer relationship management. • Ability to build trusted relationships with brokers and agency leaders. • Excellent communication and project management skills.

🏖️ Benefits

• Join a fast-growing segment with strong customer momentum and meaningful opportunity ahead. • Work closely with the Head of Customer Success and CRO on customer growth, retention, and expansion strategy. • Own the customer experience end to end, from onboarding and activation through renewal and upsell. • Help shape the product roadmap by serving as a direct voice of the customer for the Employee Benefits market. • Join a high-caliber team built from Meta, IBM, Adobe, Salesforce, DocuSign, and Uber, with real ownership, strong trust, and meaningful equity.