Client Success Operations Manager

Corgi Insurance Services•Dallas, TX

3d•$70,000 - $90,000•Onsite

About The Position

At Beagle, we are rebuilding the insurance industry from the ground up, starting with renters insurance for property managers and multifamily portfolios. We are part of Corgi, a YC-backed startup, launching our Dallas and Chicago offices from scratch to scale our renters-insurance programs nationwide. We are looking for a Customer Success Manager (CSM) who can bridge operational accuracy with client relationship excellence. This is a hybrid role combining data integrity, onboarding, and customer experience, ensuring every property manager thrives using Beagle's platform. As a Beagle Customer Success Manager, you will be the trusted partner guiding our clients from onboarding to long-term success. You will ensure every property manager we serve gets maximum value out of Beagle's products and services. Your role is to retain, educate, and support, driving satisfaction and seamless adoption across every account you touch.

Requirements

2-5 years of experience in Customer Success, Operations, or Implementation (preferably SaaS, proptech, or insurance).
Strong technical aptitude with systems such as Yardi, AppFolio, Entrata, or similar property management software.
Excellent attention to detail and data integrity skills.
Confident communicator who can explain technical issues to non-technical stakeholders.
Process-driven, proactive, and organized with strong ownership over client success.
Comfortable working in-person, 6 days per week in a fast-paced startup environment.

Responsibilities

Serve as the main point of contact for assigned clients from onboarding through renewal.
Lead new client launches, ensuring accurate program setup and smooth adoption.
Monitor account health and provide proactive guidance to optimize performance.
Conduct regular business reviews with clients to assess satisfaction and identify growth opportunities.
Resolve client issues efficiently by collaborating with Sales, Product, and Operations.
Configure and validate reports across property management systems (e.g., rent rolls, billing, compliance).
Ensure accuracy of key metrics (ARR, OR, unit counts, compliance %) within the Insurance Operating System (IOS).
Maintain consistent GL code mappings, charge types, and billing structures.
Cross-check and audit data regularly to prevent errors, discrepancies, or compliance drift.
Provide dashboards and insights to leadership for portfolio performance tracking.
Develop playbooks and SOPs for onboarding, validation, and troubleshooting.
Train internal teams (AEs, AMs, and CS) on key system workflows.
Collaborate with Product and Risk to identify gaps and surface operational improvements.
Standardize processes to improve reporting and prevent workflow breakdowns.

Benefits

Base Salary: $70,000-$90,000 (based on experience)
On-Target Earnings (OTE): $90,000-$120,000 with quarterly performance bonuses
Performance Bonuses: Based on client retention, satisfaction (CSAT/NPS), and data accuracy KPIs
Career Growth: Clear pathway to Senior CSM, Implementation Manager, or Account Manager roles based on performance
Ground-Floor Impact: Help shape how Beagle delivers success to its growing client base.
Cross-Functional Exposure: Work directly with Sales, Product, and Risk teams.
Mission with Momentum: Be part of a team redefining insurance with data accuracy and integrity.
Career Acceleration: Top performers grow quickly into leadership or commercial-facing roles.
Operational Excellence Culture: Every process you improve scales nationally.

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