LineSlip Solutions · 6 months ago
Customer Success Account Manager
United States
Full-time
Remote
Mid Level
3+ years expLineSlip Solutions is hiring a Customer Success Account Manager to manage a $1.5M – $2M book of business across private equity firms and corporate risk managers. This role is responsible for driving renewals, identifying expansion opportunities, and ensuring customers achieve measurable value at every stage of the customer journey.
AnalyticsInsurTechSoftware
Responsibilities
Own the full renewal cycle — from early planning to negotiation and close
Identify, qualify and close upsell opportunities
Forecast retention and expansion outcomes in Totango and HubSpot
Build and maintain trusted relationships with economic buyers, budget-holders and key stakeholders
Own the customer journey from onboarding through renewal, ensuring value is realized at each stage
Surface strategic insights and facilitate conversations that align LineSlip’s value with client goals
Run Quarterly or Executive Business Reviews (QBRs/EBRs) to align stakeholders, reinforce value, share product updates and identify new opportunities
Capture customer feedback and share with Operations and Product Management teams to inform roadmap and services
Demonstrate new features in the context of the customer’s strategic goals
Promote adoption of new functionality by helping customers connect it to their workflows and outcomes
Strengthen long-term relationships to drive customer advocacy and NPS improvements
Identify and nurture advocates for case studies, testimonials, and referrals
Ensure onboarding success by aligning stakeholders, tracking progress, and removing blockers — while implementation and training are handled by internal teams
Lead success planning and value alignment conversations post-sale with account stakeholders
Coordinate cross-functional efforts to ensure a seamless and outcomes-focused onboarding experience
Maintain accurate and complete account data, including health scores, touchpoints, tasks, and milestones
Leverage Objectives functionality to track and demonstrate customer value realization at scale — adding account-level goals, monitoring pacing toward milestones, and sharing success plans that map back to customer-defined outcomes
Ensure the integrity of all data powering forecasting, playbooks, and reporting
Contribute to process improvements, playbook development, and team strategy
Contribute to team retrospectives and share feedback to improve our tools and processes
Qualification
Required
3+ years in Customer Success or Account Management at a SaaS company
Proven track record owning renewals and expansions
Hands-on experience with Totango or similar Customer Success Platforms
Confidence engaging economic buyers and senior decision-makers, not just day-to-day users
Familiarity with the SaaS customer journey, including lifecycle management and success planning
Experience in early-stage startups (Series A/B)
Success working in a remote-first environment, including remote onboarding
Preferred
A strong knowledge of commercial insurance programs, coverages, and terminology in support of Risk Management programs
Experience working with or for Private Equity firms, ideally within or supporting a Top 10 insurance broker
Hands-on experience with Risk Management Information Systems (RMIS) like Riskonnect and Origami
Company
LineSlip Solutions
LineSlip Solutions is a software company that helps to convert commercial insurance documents into actionable data.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$5.6M2023-03-10Series A· $5.6M
Leadership Team
Doug Eden
Chief Revenue Officer (CRO)
Michelle Wohl
Interim CMO
Recent News
Chartline
2025-06-18
2024-05-19
Coverager - Insurance news and insights
2023-03-14
Company data provided by crunchbase