Tenant Insurance - Success Specialist

Tenant Insurance - Success Specialist

Storable is seeking a highly organized and detail-oriented Success Specialist to join our Tenant Insurance Success Team. In this role, you will provide critical administrative, technical, and operational support to ensure the team operates efficiently and delivers outstanding service to our partners. You will work closely with Client Success Managers (CSMs) to help prioritize tasks, track progress, and ensure timely completion of important client-related activities.

What You Will Do

• Task Prioritization: Pull and categorize work order reports from ZOHO CRM for each Success Manager into actionable categories such as Retention, Upsell, Growth Opportunities, Pending Termination, and Delayed Enablement.
• Immediate Attention Items: Identify critical tasks such as expiring licenses, pending terminations, customer responses, and retention concerns; ensure these are flagged and addressed promptly.
• Weekly Check-ins: Meet weekly with each Success Manager to review prioritized tasks and address items needing immediate attention.
• Administrative Support:
• Complete setup and facility forms; contact operators as needed.
• Set up terminations in the ZOHO Pending Termination Module.
• Monitor and update “Pending Terminations” and ensure timely SM field updates in ZOHO.
• Enablement Oversight:
• Track enablement progress to prevent delays and ensure required ZOHO fields align with Success Manager wins.
• Reassign work orders for final checks or reach out to partners when necessary.
• Reporting & Collaboration: Provide regular reports and summaries to leadership and assist the Director of TI Success with tasks such as round-robin assignments and reporting needs.

What You Will Need

• Experience: 5+ years experience in customer service, account management, administrative assistant and/or a similar role.
• Organizational Skills: Ability to manage multiple moving pieces, ensuring short- and long-cycle tasks are completed efficiently.
• Communication: Exceptional written and verbal communication skills.
• Self-Discipline: Proven ability to monitor and complete tasks independently and on time.
• Time Management: Superior organizational skills to prioritize and execute tasks effectively.

Bonus Points

• Familiarity with the self-storage industry or insurance products.
• Experience with ZOHO CRM or similar systems.

All applicants must be currently authorized to work in the United States on a full-time basis.

Location: Primarily REMOTE

• Storable is a fully distributed company, but is currently only registered for employment in certain states. To be eligible for employment, you must reside in the following states: AL, AZ, CA, CO, CT, FL, GA, ID, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Most of our roles are remote, while certain positions in Costa Mesa, CA offer hybrid work flexibility. For CA hybrid roles, candidates must be located in Costa Mesa, CA.

About Us:

At Storable, we’re redefining property management for specialty real estate. Tailored for the self-storage, marine, and RV & camping industries, we seamlessly integrate management software with marketplace listings, websites, CRM, insurance, payments and more. Dedicated to empowering owners and operators, Storable helps you win more every day. Explore our platform solutions at www.storable.com. 

At the heart of Storable is our “Do More Be More” culture, which reflects our dual commitment to delivering exceptional value to our customers and fostering the personal and professional growth of our employees. We strive to empower our team and our customers to achieve more than ever before.

Benefits and Perks: 

• Generous health coverage for you and your family, including short- and long-term disability coverage, two-times base salary company-provided life insurance, emergency loans, legal coverage and more.
• 401(k) match after 60 days, 100% vested after 1 year
• Employer contribution to your HSA, plus a HRA to help offset your deductible.
• Engage remotely! Since 2020, we’ve transitioned to a fully remote environment but that doesn’t mean we’re not connected. We continue to run regular contests, trivia games, and virtual happy hours!
• Instant-access and flexible vacati