Customer Success Manager

New

Skills

Account Strategy Development Analytical Skills B2B SaaS Experience Customer Health Monitoring Customer Relationship Management Insurance Domain Knowledge Quarterly Business Reviews (QBRs) Risk Assessment Stakeholder Management Upselling and Cross-Selling

The Customer Success Manager will own the customer relationship end-to-end, driving measurable value and ensuring customer satisfaction. This role involves building account strategies and creating 12–18 month roadmaps to anticipate customer needs effectively.

Key Responsibilities
  • Lead Quarterly Business Reviews (QBRs) to demonstrate return on investment (ROI) and co-create success plans with customer executives.
  • Identify growth opportunities and collaborate with sales teams on upsell and cross-sell initiatives.
  • Manage customer health, assess risk, and oversee renewals while monitoring health scores.
  • Work collaboratively across various teams including Sales, Product, Marketing, Delivery, and Support to enhance customer experience.
Requirements & Qualifications
  • 7+ years of experience in enterprise B2B SaaS customer success.
  • Deep knowledge of the insurance domain with a proven track record as a trusted advisor to insurers.
  • Background as a Business Analyst or Solution Architect within the insurance technology sector.
  • Strong stakeholder management skills, capable of engaging with executives and diverse teams.
  • Strategic thinker with experience in developing roadmaps and hands-on execution when needed.
  • Familiarity with System Integrator (SI) partners and experience with renewals and account growth.
  • Experience in health insurance, mental health support, and life insurance products.

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Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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