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Insight Risk Technologies · 3 hours ago

Customer Success Manager

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

Insight Risk Technologies is transforming Builder’s Risk insurance with innovative technology that enhances construction site safety and efficiency. The Customer Success Manager will act as the primary advocate for clients, ensuring a positive experience throughout their journey with the company, from onboarding to deployment and ongoing support.

CommercialFinancial ServicesInsurance

No H1B

Responsibilities

Serve as the primary advocate for clients, ensuring a seamless and positive experience from initial contact and onboarding through deployment and continuous engagement until project completion

Interpret construction drawings, floor plans, and plumbing riser diagrams to inform deployment strategies

Lead and support environmental sensor deployments on construction sites, which includes hands-on deployment on-site or coordinating with third-party deployment partners for remote deployments

Assist in creating customer-facing resources (e.g., deployment guides, troubleshooting documentation) and identify additional materials to enhance the customer journey

Develop and maintain the customer journey, proactively managing touchpoints and ensuring satisfaction throughout the lifecycle of the project

Document deployments and manage client communications using a CRM and other project tools

Establish feedback loops with clients and internal teams to improve documentation, processes, and overall customer experience

Collaborate with internal teams (Underwriting, Technology, Marketing) to share insights and drive continuous improvement

Maintain organized documentation of site visits, deployment plans, and client interactions, including report generation on client needs, action items, and follow-ups

Monitor system performance and coordinate solutions to ensure uptime and data quality

Travel up to 20% to key markets (e.g., Southern California, New York Tri-State, and Southern Florida) for deployments

Stay informed on emerging construction and technology trends to enhance client success strategies

Qualification

Customer success managementConstruction knowledgeTechnical aptitudeClient relationship managementCRM toolsCommunication skillsOrganizational skillsProblem-solving

Required

Bachelor's degree preferred in Business, Construction Management, or related field

2-4 years of experience in customer success, account management, or client-facing roles within construction or construction risk management environments

Demonstrated ability to manage client relationships and deliver exceptional service throughout the customer life cycle

Strong technical aptitude with the ability to interpret construction documents and understand monitoring and sensors concepts

Excellent written and verbal communication skills, including professional email writing and confident phone presence

Proven ability to work independently in a high-growth startup environment, adapt to changing priorities, and solve problems proactively

Highly organized, with experience in documentation, report generation, and tracking action items

Experience working with project tracking and client communication tools

Preferred

Proven customer-facing experience, with strong relationship-building skills and the ability to communicate professionally via email, phone, and video calls

Comfort working in high-growth startup environments, demonstrating adaptability, resourcefulness, and a proactive mindset

Ability to thrive in a highly dynamic environment, managing shifting priorities, and solving problems independently

Technical literacy in a construction-related discipline and ability to interpret floor plans and plumbing riser diagrams

Experience working with construction technology tools and supporting sensor deployments onsite

Strong organizational skills, including report generation, tracking action items, and maintaining detailed records