200+ applicants

Company

Original Job Post

Insurity · 1 week ago

Senior Customer Success Manager

United States

Contract

Remote

Senior Level

$70K/yr - $137K/yr

5+ years exp

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Responsibilities

Develop working relationships with key customer partners

Independently transition medium complexity from implementation to support

Advise customer on sequencing and prioritizing of out of scope support tasks

Ensure contract compliance and accurate billing

Facilitate product utilization and growth

Uncover cross-sell and up-sell opportunities and assisting the sales team as needed

Implement end to end management of large improvements

Draft change requests and statements of work for small to large complexity improvements

Prepare all customer facing messaging and lead customer meetings

Capture and distribute meeting notes with action outputs

Assist customer with basic product administrative functions

Understand customer’s strategy for partnering with Insurity and supervising KPI’s to ensure success

Promote Insurity as a business partner

Facilitate end-to-end management of cross-functional enhancements in accordance with product-specific procedures

Draft change requests and Statements of Work for small to large complexity enhancements

Understand and apply revenue recognition and account measurement principles

Participate in the assessment of the quality & effectiveness of customer interaction points and working processes impacting Customer Experience

Ensure consistent application of Customer Relationship best practices

Identify and lead Continuous Improvement initiatives

Participate in internal strategic customer discussions

Advocate for customers in Product Roadmap discussions

Perform Customer Portfolio management

Stay up to date on Industry and Job-related trends and standard methodologies, including reading relevant publications, articles, blogs, etc.

Track and manage customer engagement plan

Track and evaluate customer health

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Customer SuccessNational AccountsCustomer SupportDigital LiteracyMS OfficeTravel ManagementProblem-SolvingEmotional IntelligenceCommunicationCollaborationAdaptabilityMulti-Tasking

Required

Minimum of 5 years in a customer success role, either within the software-as-a-service and/or insurance industry

Minimum of 3 years working with national accounts (not just local or regional) or working with multiple partners

Strong customer support and emotional intelligence qualities with an ability to understand customers desired strategy and needs

Strong written and oral English communication skills with ability to articulately present information both in-person (presentations) and in written form

Advanced digital literacy with MS Office (Word, Excel, PowerPoint)

Self-starter mentality with an eagerness to learn and ability to collaborate and work autonomously, with strong multi-tasking skills

Travel required is less than 10%

Benefits

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 last year.

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 + Ted@Work + 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.