Shift Technology · 16 hours ago
Customer Success Manager -SIU experience
Shift Technology is the leading AI platform for insurance, transforming underwriting, claims, and fraud through innovative solutions. The Customer Success Manager will engage clients to drive adoption and demonstrate ongoing value, focusing on successful implementation and integration of Shift solutions.
Artificial Intelligence (AI)Information TechnologyInsuranceInsurTechMachine Learning
Responsibilities
Lead and coordinate successful rollouts of Shift solutions, including preparing and sharing launch materials, creating or adapting workflows, generating rollout ideas, training end users, and attending launch events (virtual or in person)
Coordinate resources across Shift (subject-matter experts, technical support, engineering, etc.) to resolve client issues and meet delivery commitments
Assess clients’ Anti-Fraud, Claims and Underwriting management strategies and recommend ways Shift products can improve outcomes through increased adoption or configuration changes
Provide performance updates to project teams and executive-level client leaders (regular business reviews or summaries) focused on adoption trends, business impact, risk areas, and next steps for deeper engagement
Drive client retention and growth by proactively understanding client goals, measuring success, and recommending solutions that increase value and renewals
Act as the voice of the customer by collecting feedback on the customer experience, and product functionality, and communicating prioritized insights to Shift leadership teams
Identify and cultivate client advocacy opportunities (testimonials, case studies, references, speaking opportunities) and manage the process to secure them
Qualification
Required
Minimum 4 years of experience in insurance fraud detection and at least 2 years of experience leading project/initiatives or teams
Demonstrated experience leading client meetings with participants ranging from front-line staff to Vice Presidents or other senior leaders
Experience demoing solutions, collaborating with external partners, contributing ideas to improve existing products, and proposing new solution concepts; familiarity with current P&C insurance trends
Excellent oral, written, and non-verbal communication skills; ability to simplify complex topics, tailor messages to different audiences, and deliver memorable presentations using storytelling
Practical experience managing projects end-to-end (planning, coordinating resources, tracking progress, and delivering outcomes)
Ability to analyze raw data and KPIs to extract actionable insights and inform decisions
Preferred
Experience creating or modifying operational workflows to improve efficiency or outcomes
Ability to build strong client relationships and act as a trusted advisor to influence strategy and adoption
Prior experience in the insurance industry (P&C or relevant lines)
At least 3 years of proven experience managing accounts at a SaaS company
Experience leading end-to-end software implementations in a SaaS environment (requirements, configuration, testing, training, go-live, and post-launch support)
Demonstrated ability to manage several client accounts at once, prioritizing workload and delivering consistently across them
Experience partnering closely with Delivery teams and Data Science—coordinating deliverables and driving outcomes jointly
Benefits
Flexible remote and hybrid working options
Competitive Salary and a variable component tied to personal and company performance
Company equity
Multiple Learning and Development opportunities, including Focus Fridays, a half-day each month to focus on learning and personal growth
Generous PTO and paid holidays
Mental health benefits
2 MAD Days per year (Make A Difference Days for paid volunteering)
Company
Shift Technology
Shift Technology is a provider of AI-driven decision automation and optimization technology for the global insurance industry.
H1B Sponsorship
Shift Technology has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (2)
2022 (9)
2021 (5)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
$319.99MKey Investors
Guidewire SoftwareAdvent InternationalBessemer Venture Partners
2021-11-02Series D
2021-05-06Series D· $220M
2019-03-04Series C· $60M
Recent News
Morningstar.com
2025-11-03
EIN Presswire
2025-10-01
Company data provided by crunchbase