Customer Success Executive
New
I
InsurityInsurance Software
Remote - USFull-TimeMiddle
Salary83,000 - 160,000 USD per year
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Job Details
- Languages
- English
- Experience
- 3-5 years in a customer success role
- Required Skills
- Microsoft OfficeAccount ManagementRelationship managementCRMCustomer SuccessSaaS
Requirements
- 3-5 years in a customer success role, preferably within SaaS or the insurance industry.
- 1-3 years of experience working with national enterprise accounts or multiple partners.
- Strong emotional intelligence and customer support capabilities.
- Excellent written and oral English communication skills with experience presenting information.
- Advanced digital literacy with MS Office (Word, Excel, PowerPoint).
- Self-starter mentality with the ability to work autonomously and collaborate effectively.
- Strong multi-tasking skills.
- Technical aptitude in APIs, cloud platforms, and SaaS architectures (nice-to-have).
- Understanding of software development and deployment lifecycles (nice-to-have).
- Experience with Customer Success Management or CRM tools (nice-to-have).
Responsibilities
- Manage and grow customer relationships as the primary point of contact.
- Act as a liaison between customers and internal teams to enhance the overall customer experience.
- Conduct regular business reviews to align strategic objectives with products and services.
- Monitor customer usage and KPIs to proactively address churn risk and support retention.
- Facilitate end-to-end management of cross-functional enhancements and draft statements of work.
- Educate customers on platform features and value to drive adoption.
- Collaborate with Sales to identify and execute upselling and cross-selling strategies.
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