Insurity · 18 hours ago
Customer Success Manager
United States
Contract
Remote
Mid, Senior Level
$60K/yr - $103K/yr
1+ years expInsurity is a leading cloud-based software provider for the Property & Casualty market, and they are seeking a Senior Customer Success Manager to drive customer success and strategic growth within their Marine Suite product group. This role involves building relationships with customers, ensuring their objectives are met, and managing enhancements and internal processes effectively.
AnalyticsFinanceInsuranceInsurTechSoftware
Responsibilities
Primary point of management contact for assigned customers
Accurately capture minutes / actions from meetings
Prepare professional presentations/reports and effectively lead customer meetings
Ensure workflow management system and customer-facing tools are up to date
Provide tool self-service support for customers
Understand Customer KPIs; measure and track regularly
Maintain/manage customer expectations and satisfaction
Develop working relationships with Customer System Champions
Independently transition low complexity customers from the implementation team
Ensure contract compliance and accurate billing
Understand the customer experience and loyalty measures in place (NPS, references, etc.)
Ensure a strong understanding of 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
Facilitate end-to-end management of cross-functional medium complexity enhancements in accordance with product specific procedures
Draft change requests and Statements of Work for small to medium complexity enhancements
Demonstrate an understanding of revenue recognition and account measurements
Demonstrate competency in all internal processes & practices
Support Continuous Improvement initiatives
Provide mentorship to team members
Stay up to date on industry and job related trends and best practices, including reading relevant publications, articles, blogs, etc
Other duties as assigned
Qualification
Required
Minimum 1- 3 years' experience in Marine Cargo Insurance, Logistics or Logistics Software
Minimum 1-3 years' experience minimum in customer success related role, interfacing and working directly with customers
Bachelor's degree in related field (equivalent work experience may be considered)
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
Expectation Management
Project Management
Process analysis, design, and management
Business Acumen
Technical Acumen
Software Development Acumen
Change management
Ability to articulately present information
Meeting facilitation and management
Ability to disagree and commit
Up to 10% travel required
Demonstrate these skills at a high proficient level: Data Analysis, Coaching, training and mentoring, Customer Advocacy
Benefits
Comprehensive health coverage
Employer-matched retirement savings
Open PTO Policy
Award-Winning Onboarding
Mentorship program
Full access to LinkedIn Learning and Kaplan
Discounted tuition
Employee Referral Bonus program
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