Senior Customer Success Manager @ Federato | Jobright.ai
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Senior Customer Success Manager jobs in San Francisco, CA
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Federato · 20 hours ago

Senior Customer Success Manager

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Artificial Intelligence (AI)FinTech

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Responsibilities

Be curious, listen deeply to our users and get creative to ensure that we are solving "people problems" in the insurance ecosystem
Own the entire post-sales experience including onboarding, implementation, renewals, up-sells, and strategic account management
Act a trusted advisor and advocate internally by working cross-functionally to deliver on customers need
Be the expert when it comes to our product and industry and ensure we are providing and communicating our value to decision makers
Build and maintain strong relationships with key stakeholders and influencers at our client
Use data to develop insight and understanding of customer’s business needs, goals and product utilization
Identify and position opportunities for revenue growth and expansion

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 insurance experienceCustomer success experienceBusiness acumenRelationship managementAgile methodologyProject management skills

Required

5+ years of experience in P&C or Specialty insurance, specifically underwriting, operations, product, process or systems strongly preferred
Outstanding ability to take a consultative approach, communicate and nurture positive business relationships
Accountability, and personal organization are essential, project management skills and agile methodology are a plus
Experience in leading a diverse group and training each according to needs and core values
Both a leader and a do-er, able to be both strategic and effective at execution
Strong business acumen and executive presence to convey credibility at all stages
Technology savvy, and an innovative problem solver

Preferred

Experience in customer success, customer service or other client-facing, relationship management positions a plus
A business, risk management, communications or marketing degree is helpful

Benefits

Total compensation package does include stock options, benefits and additional perks.

Company

Federato

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Federato provides a RiskOps platform that streamlines underwriting processes for insurance carriers, MGAs, and MGUs.

Funding

Current Stage
Growth Stage
Total Funding
$80M
Key Investors
StepStone GroupCaffeinated CapitalEmergence Capital
2024-11-20Series C· $40M
2023-06-27Series B· $25M
2022-09-16Series A· $15M

Leadership Team

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William Ross
CEO and Co-Founder
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William Steenbergen
Co-Founder and CTO
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Company data provided by crunchbase
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