Federato · 1 day ago

Associate Customer Success Manager

United States

Full-time

Remote

Mid Level

3+ years exp

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Artificial Intelligence (AI)FinTech

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Responsibilities

Project Planning & Execution: Lead the planning, execution, and delivery of customer-facing projects, ensuring all milestones and deadlines are met.

Stakeholder Coordination: Work closely with internal teams, including product management, software development, QA, and operations, to ensure alignment on project goals, timelines, and deliverables.

Documentation & Reporting: Maintain accurate project documentation, including schedules, scope, and project progress reports, and provide regular status updates to stakeholders.

Risk Management: Proactively identify and manage risks, providing mitigation plans to ensure successful project delivery.

Quality Assurance & Testing: Ensure that all deliverables meet the required quality standards and customer expectations by working closely with the QA team during the development lifecycle.

Support Request Processing & Analysis: Manage and analyze customer support requests related to software delivery, identifying trends and potential issues, and ensuring timely resolution by coordinating with the appropriate teams.

User Training & Office Hours: Lead user training sessions and conduct office hours to ensure customers are equipped to use the software effectively. Provide ongoing support during and after training to address any questions or challenges.

Customer Usage Tracking & Improvement: Monitor customer usage of the software to identify adoption gaps or underutilized features. Proactively work with customers to improve software usage and drive greater value from the solution.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

P&C insuranceUnderwritingProject managementRisk managementAgile methodologiesScrumWaterfallStakeholder managementJiraMS ProjectAsanaCustomer successPMP certificationScrum Master certification

Required

3-5 Years of experience in P&C or Specialty insurance, specifically underwriting, operations, product, process or systems strongly preferred.

Experience in customer success, customer service or other client-facing, relationship management roles, or experience as a project manager in software delivery or IT project management.

Strong understanding of software development methodologies (Agile, Scrum, Waterfall, etc.).

Excellent communication and interpersonal skills, with the ability to manage relationships with both internal teams and customers.

Ability to manage multiple projects simultaneously, while ensuring quality and timely delivery.

Solid experience in risk management, issue resolution, and stakeholder management.

Knowledge of project management tools (e.g., Jira, MS Project, Asana) and software development lifecycles.

A customer-centric mindset with a focus on delivering exceptional results.