Customer Success

Customer Success Manager

Remote (US)Full-time$80,000 - $110,000

About This Role

Help our partners maximize their ROI and achieve their growth goals.

Manage a portfolio of insurance agency partners, ensuring satisfaction and retention
Onboard new partners and guide them through platform setup and optimization
Conduct regular business reviews to analyze performance and identify growth opportunities
Serve as the voice of the partner internally, advocating for their needs
Develop and share best practices, playbooks, and training materials
Collaborate with sales on expansion opportunities within existing accounts

Send us your resume and a brief introduction. We review every application and will get back to you within 5 business days.

Competitive Compensation
Market-rate salaries, equity options, and performance bonuses.
Remote-First Culture
Work from anywhere. We believe great work happens where you are.
Health & Wellness
Comprehensive medical, dental, and vision coverage for you and your family.
Learning & Growth
Annual learning budget, conference attendance, and career development.
Unlimited PTO
Take the time you need to recharge. We trust you to manage your schedule.
401(k) Match
We match 4% of your salary to help you build for the future.

Start Today

Don't see the perfect role? Send us your resume and we'll keep you in mind for future openings.

No contracts

Pay per lead

Instant delivery

Responsibilities

Manage a portfolio of insurance agency partners, ensuring satisfaction and retention

Onboard new partners and guide them through platform setup and optimization

Conduct regular business reviews to analyze performance and identify growth opportunities

Serve as the voice of the partner internally, advocating for their needs

Develop and share best practices, playbooks, and training materials

Collaborate with sales on expansion opportunities within existing accounts

Requirements

2+ years of customer success or account management experience

Strong relationship-building and communication skills

Comfort with data analysis and presenting performance metrics

Experience with CRM tools (Salesforce, HubSpot, or similar)

Self-motivated with the ability to manage multiple accounts independently