Jobs and Careers

Customer Success Manager

United States, United StatesRemotefull_timeVerifiedPosted 31 Mar 2025

💰 $103,000/yr($60,000/yr – $103,000/yr)

About the role

Who We AreInsurity’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 2025, 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. Insurity’s Next Customer Success ManagerAs a Customer Success Manager, you will have the opportunity to assist customers with the implementation of our Predict solutions and enable their success with data analytics. Your role is to lead cross-functional teams to help our customers achieve their strategic goals. During each customer engagement, you will coordinate communication between the customer and team members at Predict to maximize project success and build long-term customer relationships. The Customer Success Manager must be committed to these efforts and passionately driven to making our customers and the Predict team successful. What Our Customer Success Manager Will Do

Relationship Management
- Primary point of management contact for assigned customers
- Accurately capture minutes / actions from meetings
- Prepare professional presentations/reports and effectively lead customer meetings
- Ensure workflow management system and customer-facing tools are up to date
- Provide tool self-service support for customers
- Understand Customer KPIs; measure and track regularly
- Maintain/manage customer expectations and satisfaction
- Develop working relationships with Customer System Champions
- Independently transition low complexity customers from the implementation team
- Understand the customer experience and loyalty measures in place (NPS, references, etc.)
Project Management
- Perform Customer Portfolio management
- Ensure consistent application of Customer Success best practices
- Actively assess quality and effectiveness of customer interaction points and working processes impacting customer experience. Work with stakeholders to apply continuous improvement
- Manage team capacity and ensure a balanced workload among multiple competing needs
- Proactively identify resource needs. Work with internal stakeholders to secure resources while balancing company strategic objectives and goals
- Recognize internal risks and issues as early as possible and proactively manage and resolve them to ensure timely resolution

Who We’re Looking For

Recommended:
- 1-3 years experience in a project management, customer success, or similar role
- Bachelor’s degrees or equivalent work experience
Highly proficient experience and knowledge in customer success management
Strong verbal communication skills across diverse set of roles including executives, managers, underwriters, actuaries, IT personnel, and Predict technical team members
Excellent written communication skills demonstrating the ability to create succinct, compelling, audie