Corgi · 2 months ago
Client Success Operations Manager
Chicago, IL
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $90K/yr
2+ years expCorgi Insurance, through its Beagle division, is focused on transforming the insurance industry, particularly in renters insurance for property managers. The Customer Success Manager role involves guiding clients from onboarding to long-term success while ensuring operational accuracy and enhancing customer experience.
Financial Services
Responsibilities
Serve as the main point of contact for assigned clients from onboarding through renewal
Lead new client launches, ensuring accurate program setup and smooth adoption
Monitor account health and provide proactive guidance to optimize performance
Conduct regular business reviews with clients to assess satisfaction and identify growth opportunities
Resolve client issues efficiently by collaborating with Sales, Product, and Operations
Configure and validate reports across property management systems (e.g., rent rolls, billing, compliance)
Ensure accuracy of key metrics (ARR, OR, unit counts, compliance %) within the Insurance Operating System (IOS)
Maintain consistent GL code mappings, charge types, and billing structures
Cross-check and audit data regularly to prevent errors, discrepancies, or compliance drift
Provide dashboards and insights to leadership for portfolio performance tracking
Develop playbooks and SOPs for onboarding, validation, and troubleshooting
Train internal teams (AEs, AMs, and CS) on key system workflows
Collaborate with Product and Risk to identify gaps and surface operational improvements
Standardize processes to improve reporting and prevent workflow breakdowns
Qualification
Required
2–5 years of experience in Customer Success, Operations, or Implementation (preferably SaaS, proptech, or insurance)
Strong technical aptitude with systems such as Yardi, AppFolio, Entrata, or similar property management software
Excellent attention to detail and data integrity skills
Confident communicator who can explain technical issues to non-technical stakeholders
Process-driven, proactive, and organized with strong ownership over client success
Comfortable working in-person, 6 days per week in a fast-paced startup environment
Benefits
On-Target Earnings (OTE): $90,000–$120,000 with quarterly performance bonuses
Performance Bonuses: Based on client retention, satisfaction (CSAT/NPS), and data accuracy KPIs
Career Growth: Clear pathway to Senior CSM, Implementation Manager, or Account Manager roles based on performance
Note: This role does not include equity.
Ground-Floor Impact: Help shape how Beagle delivers success to its growing client base.
Cross-Functional Exposure: Work directly with Sales, Product, and Risk teams.
Mission with Momentum: Be part of a team redefining insurance with data accuracy and integrity.
Career Acceleration: Top performers grow quickly into leadership or commercial-facing roles.
Operational Excellence Culture: Every process you improve scales nationally.
Company
Corgi
Corgi is building the AI financial infrastructure company. For information about Corgi's ETFs, visit www.corgifunds.com
51-200 employees
Funding
Current Stage
Growth StageRecent News
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