Customer Success Manager
New
B
BestowInsurance Technology
Remote, USFull-TimeMiddle
Salary$107K - $126K; $107K – $126K • Offers Equity • Offers Bonus
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Job Details
- Experience
- 4 or more years
- Required Skills
- Data AnalysisSalesforceJiraCustomer SuccessSaaSAccount Management
Requirements
- 4 or more years in customer success or account management, ideally at a SaaS or technology company serving enterprise customers.
- Direct experience owning enterprise customer relationships and managing executive stakeholders.
- Proven track record of growing or turning around accounts.
- Ability to work cross-functionally with Product, Engineering, Compliance, and Sales without formal authority.
- Skilled at building and delivering executive-level, client-facing presentations.
- Strong analytical instincts with the ability to use data to build a case.
- Clear, direct communicator in writing and in person with attention to detail.
- Experience with CRM and ticketing tools such as Salesforce and JIRA.
- Bachelor's degree in business, marketing, or a related field, or equivalent experience.
- Availability to travel as needed for solution workshops, leadership onsites, and business reviews.
Responsibilities
- Own the day-to-day and executive relationship for a portfolio of enterprise carrier customers.
- Run the operating rhythm for accounts including business reviews, performance reporting against service level objectives, and quarterly planning.
- Build and deliver executive-level business reviews connecting platform performance to commercial goals.
- Manage escalations from signal through resolution by coordinating with Engineering, Product, and Implementation teams.
- Translate customer needs into prioritized roadmap items using data-driven arguments.
- Identify expansion and adoption opportunities within accounts and collaborate with Sales to close.
- Organize due diligence, compliance documentation, and audit responses.
- Mentor Customer Success Associates on documentation, reporting, and communication.
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