Customer Success Manager
United States
- Relationship Management
- Primary point of management contact for assigned customers
- Accurately capture minutes / actions from meetings
- Prepare professional presentations/reports and effectively lead customer meetings
- Ensure workflow management system and customer-facing tools are up to date
- Provide tool self-service support for customers
- Understand Customer KPIs; measure and track regularly
- Maintain/manage customer expectations and satisfaction
- Develop working relationships with Customer System Champions
- Independently transition low complexity customers from the implementation team
- Understand the customer experience and loyalty measures in place (NPS, references, etc.)
- Perform Customer Portfolio management
- Ensure consistent application of Customer Success best practices
- Actively assess quality and effectiveness of customer interaction points and working processes impacting customer experience. Work with stakeholders to apply continuous improvement
- Manage team capacity and ensure a balanced workload among multiple competing needs
- Proactively identify resource needs. Work with internal stakeholders to secure resources while balancing company strategic objectives and goals
- Recognize internal risks and issues as early as possible and proactively manage and resolve them to ensure timely resolution
- Recommended:
- 1-3 years experience in a project management, customer success, or similar role
- Bachelor’s degrees or equivalent work experience
- Highly proficient experience and knowledge in customer success management
- Strong verbal communication skills across diverse set of roles including executives, managers, underwriters, actuaries, IT personnel, and Predict technical team members
- Excellent written communication skills demonstrating the ability to create succinct, compelling, audience relevant, objective oriented written documentation
- Business, technical and software development acumen
- Strong multi-tasking capabilities and ability to work in a dynamic, fast-paced environment
- Preferred: Understanding of P&C Insurance Underwriting and Claim processing
- Flex First Workforce: Do your work best from home or from one of our office locations; it’s your choice.
- Generous Time Off: Our leadership believes in taking the time you need when you need it through our Open PTO Policy.
- Day One Health Benefits + Employer-Matched Retirement Savings: You might think these are table stakes, but we know these matter to you.
- More Than Just Core Values: Our values are fundamental in how we attract, train, and retain top talent.
- Award-Winning Onboarding Program: We set you up from the get-go to make a significant impact from Day One and follow you through your entire first year.
- Real Career Growth Opportunities: We love to promote from within with over 20% of our open roles filled through internal applicants on average.
- Mentorship Program: We support a champion culture and growth mindset by pairing you with experienced, talented leaders to help you grow personally and professionally.
- Internal Networking: Build relationships, network, collaborate, and stay connected with colleagues internally with our one-of-a kind online Coffee for Two program.
- Continuous Learning Opportunities: Own your development with your own LinkedIn Learning and Kaplan licenses.
- Discounted University Tuition: Employees and their families can start or continue their university career with less out-of-pocket investment through our partnerships with the University of Arizona Global Campus.
- Employee Referral Bonus: Once you come onboard, give Insurity the biggest compliment you can give by referring someone to work here and earn a cash bonus.
Job Profile
Award-winning onboarding Career growth opportunities Collaborative environment Continuous learning opportunities Day one health benefits Employer-matched retirement savings Generous time off Health benefits Mentorship Program Onboarding program Professional development Professional development opportunities Retirement savings
Tasks- Assist customers with implementation
- Build relationships
- Ensure customer satisfaction
- Lead cross-functional teams
- Manage customer relationships
- Prepare presentations/reports
- Project portfolio management
Analytical Best Practices C Communication Continuous Improvement Customer Engagement Customer Success Customer Success Management Data & Analytics Documentation Insurance Insurance software Insurance Technology Leadership Mentorship Networking P&C Insurance Project Management Relationship Management Software Development Workflow Management Written communication
Experience1-3 years
EducationBachelor's degree Business Equivalent work experience Software
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9