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Senior Customer Success Manager
InsurityUnited States, United StatesRemotefull_timeVerifiedPosted 22 Aug 2024
💰 $137,000/yr($70,000/yr – $137,000/yr)
About the role
Who We Are Insurity’s vision is all about empowerment. Empowering insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical software. It’s also about empowering our team members through tools, training, teamwork, and professional development opportunities. To talk the talk, we must walk the walk. We are the largest cloud-based insurance software provider for the Property & Casualty market. In 2021, we were trusted by 15 of the top 25 P&C carriers – now, in 2024, we are trusted by 22 of the top 25 P&C carriers. That’s proof we walk the walk. While our product suites are some of the most compelling in the industry, it’s our team members who deliver the exceptional value and unrivaled industry expertise our customers appreciate from us. Our team tells us over and over; working at Insurity offers you the opportunity to collaborate with and learn from some of the most creative and knowledgeable minds in insurance technology. You’ll feel welcomed even before you start your first day with us through our award-winning onboarding program. Take the first step to joining our team by applying today and we look forward to seeing #UatInsurity.
Could you be Insurity’s next Senior Customer Success Manager?
As a member of the Customer Success Team, your focus will be on building and enhancing positive relationships with our existing customers and helping them gain access to resources and tools to be successful using Insurity's products. With a focus on our Sure MGA Suite, the customers you will work with will vary in size.
What You'll Do
- Develop working relationships with key customer partners
- Independently transition medium complexity from implementation to support
- Advise customer on sequencing and prioritizing of out of scope support tasks
- Ensure contract compliance and accurate billing
- Facilitate product utilization and growth
- Uncover cross-sell and up-sell opportunities and assisting the sales team as needed
- Implement end to end management of large improvements
- Draft change requests and statements of work for small to large complexity improvements
- Prepare all customer facing messaging and lead customer meetings
- Capture and distribute meeting notes with action outputs
- Assist customer with basic product administrative functions
- Understand customer’s strategy for partnering with Insurity and supervising KPI’s to ensure success
- Promote Insurity as a business partner
Enhancement Delivery
- Facilitate end-to-end management of cross-functional enhancements in accordance with product-specific procedures.
- Draft change requests and Statements of Work for small to large complexity enhancements.
- Understand and apply revenue recognition and account measurement principles.
Internal Process
- Participate in the assessment of the quality & effectiveness of customer interaction points and working processes impacting Customer Experience
- Ensure consistent application of Customer Relationship best practices
- Identify and lead Continuous Improvement initiatives
- Participate in internal strategic customer discussions
- Advocate for customers in Product Roadmap discu
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