Customer Success Manager

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Logo of Sure

Sure

51 - 200 employees

Founded 2015

💳 Fintech

☁️ SaaS

Fintech • Insurance • SaaS

Sure is a leading insurtech company that specializes in providing digital insurance solutions to carriers, managing general agents (MGAs), brands, marketplaces, and more. It offers a comprehensive platform that streamlines all aspects of insurance, including distribution, policy management, claims processing, and agent tools. Sure's innovative technologies and APIs enable businesses to embed insurance offerings directly into their customer journeys, enhancing user experience. The company focuses on minimizing the complexities and costs associated with insurance product launches, ultimately delivering efficient and delightful customer experiences. Sure is a strategic partner for businesses seeking to expand and revolutionize their digital insurance capabilities.

📋 Description

• Own the overall program timeline end-to-end, coordinating with EPD and the Sprint Planner to keep delivery on track • Gather and document partner requirements into clear deliverables that EPD can execute on; hand off solutioning when technical decisions arise • Serve as the primary day-to-day partner contact during implementation; transition relationship continuity to the CSM at launch • Track and communicate project health proactively — flag delays, blockers, and scope risks early and drive resolution • Craft clear, well-written deliverables including meeting agendas, minutes, and business reviews for internal and external stakeholders • Maintain a tight feedback loop with the assigned CSM and accurate records in Sure's CRM (Attio)

🎯 Requirements

• 3–5 years in customer success, account management, or partnerships either in insurtech, fintech, or B2B SaaS strongly preferred • Experience owning GWP or revenue metrics for a book of accounts • Strong relationship builder, able to operate across levels of a partner org from ops contacts to executive sponsors • Clear communicator in writing and in meetings; able to run QBRs and business reviews independently • Comfortable working in ambiguity across cross-functional teams; strong influencer without direct authority

🏖️ Benefits

• Competitive salary • Comprehensive health benefits • Flexible working hours • Opportunities for professional development

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