Insurity · 16 hours ago
Senior Customer Success Manager
United States
Full-time
Remote
Mid, Senior Level
$70K/yr - $137K/yr
3+ years expInsurity empowers insurance organizations with configurable, cloud-native software and is seeking a dynamic Senior Customer Success Manager. This role involves driving customer success, solution adoption, and strategic growth within the Billing-as-a-Service product group by building strong relationships with key stakeholders and ensuring their business objectives are met.
AnalyticsFinanceInsuranceInsurTechSoftware
Responsibilities
Primary point of management contact for assigned customers as well as oversight and management of support provided by assigned team members
Review and revise minutes / actions from meetings
Prepare/review meeting materials for customer messaging and lead meetings
Ensure workflow management system and customer-facing tools are up to date
Provide tool self-service support for customers
Understand customer’s desired strategy and KPI’s for partnering with Insurity
Lead initiatives to maintain and manage customer expectations and satisfaction
Develop working relationships with key customer stakeholders
Independently transition medium complexity customers from the implementation team
Ensure contract compliance and accurate billing
Participate in contract review process
Prepare for and participate in Deal Review meetings
Promote Insurity as a business partner
Understand and provide guidance on how to positively impact the customer experience and loyalty measures in place (NPS, references, etc.)
Facilitate platform utilization growth for assigned accounts
Provide insight into internal customer organization, political landscape, and stakeholder personalities
Demonstrate thorough knowledge of customers’ business challenges, opportunities and how our products and solutions address them
Uncover potential cross-sell and upsell opportunities while involving Sales as needed
Draft change requests and Statements of Work for small to large complexity enhancements
Ensure consistent application of Customer Relationship best practices
Lead Continuous Improvement initiatives
Track and evaluate customer health
Stay up to date on industry and job-related trends and best practices, including reading relevant publications, articles, blogs, etc
Qualification
Required
3+ years minimum in customer success related role, interfacing and working directly with customers
Ability to create succinct, audience relevant, objective oriented written documentation (emails, PowerPoint, Word documents etc.)
Analytical and critical thinking
Written and oral English communication
Time management including work planning, prioritization, and organization
Ability to handle multiple priorities or tasks
Self-starter and quick learner
Detail-oriented
Active listener
Ability to collaborate and work autonomously
Flexible and adaptable
Preferred
familiarity with Salesforce
familiarity with billing, collections, remittance processes
Benefits
Open PTO Policy
Comprehensive health coverage
Employer-matched retirement savings
Award-Winning Onboarding
Mentorship That Matters
Keep Learning, Always
Discounted tuition
Company
Insurity
Insurity provides insurance companies with policy administration, claims, billing, and analytics software.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$49.75MKey Investors
TA Associates
2021-11-09Private Equity
2019-06-21Acquired
2016-06-29Private Equity
Leadership Team
Jatin Atre
Chief Business Officer (GMs, P&L, Product, R&D Engineering, Support, Marketing & Customer Success)
Ken Safft
Chief Human Resources Officer
Recent News
2026-01-11
Company data provided by crunchbase