LineSlip Solutions · 21 hours ago
Customer Success Manager
United States
Full-time
Remote
Mid Level
3+ years expLineSlip Solutions is transforming the commercial insurance data landscape with their innovative SaaS platform. They are seeking a Customer Success Manager to oversee a significant book of business, drive renewals, and ensure customers gain value throughout their journey with the company.
AnalyticsInsurTechSoftware
Responsibilities
Own the full renewal process—from early engagement to negotiation and close
Identify and close upsell and expansion opportunities
Forecast retention and growth accurately using Totango and HubSpot
Build and maintain trusted partnerships with key decision-makers and stakeholders
Lead the customer journey from onboarding through renewal, ensuring value realization at every stage
Facilitate QBRs/EBRs to align stakeholders, highlight product value, and identify new opportunities
Gather customer feedback to inform product roadmap and service improvements
Demonstrate new features and connect them to customer goals and workflows
Encourage product adoption and promote customer advocacy (case studies, referrals, testimonials)
Lead post-sale success planning conversations to align on business goals and expected outcomes
Support onboarding efforts by coordinating with internal teams and removing roadblocks
Ensure a smooth and value-driven onboarding experience for all stakeholders
Maintain accurate, up-to-date account data in Totango (health scores, milestones, tasks, objectives)
Use Totango to track customer outcomes and ensure progress toward shared success plans
Ensure data accuracy to support internal forecasting, playbooks, and reporting
Participate in retrospectives and share feedback to improve tools, processes, and customer experience
Help develop internal playbooks and scalable processes for continued growth
Contribute to key initiatives and cross-functional projects that drive team and company performance
Qualification
Required
3+ years of experience in Customer Success or Account Management at a SaaS company
Proven success owning renewals and driving account growth
Strong communication skills and confidence working with senior decision-makers
Hands-on experience with Customer Success platforms (Totango, Gainsight, etc.)
Deep understanding of the SaaS customer lifecycle and success planning
Comfort working in a fast-paced, remote-first startup environment (Series A/B preferred)
Preferred
Knowledge of commercial insurance programs, coverages, and terminology
Experience working with private equity firms or within a top 10 insurance broker
Familiarity with Risk Management Information Systems (RMIS) such as Riskonnect or Origami
Company
LineSlip Solutions
LineSlip Solutions is a software company that helps to convert commercial insurance documents into actionable data.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$5.6M2023-03-10Series A· $5.6M
Leadership Team
Doug Eden
Chief Revenue Officer (CRO)
Michelle Wohl
Interim CMO
Recent News
Chartline
2025-06-18
2024-05-19
Coverager - Insurance news and insights
2023-03-14
Company data provided by crunchbase