Director, Customer Strategy

Convr • Schaumburg, IL

3d • Remote

About The Position

Convr is an AI underwriting, data, and intelligent document automation workbench built for commercial P&C insurers. We help carriers, MGAs, and brokers accelerate premium growth, improve risk insights, and drive operational efficiency. Founded in 2016, Convr transforms outdated, manual processes into structured, decision-ready workflows. Our modular platform manages underwriting from submission through quote with a purpose-built AI decisioning context engine – grounded in a commercial insurance ontology – ensuring complete data and smarter decisions, faster, while enabling a frictionless experience and superior performance. As we scale, we’re building a team shaping the future of commercial underwriting. Join us in modernizing commercial insurance with modern AI.

Requirements

• 7–12 years of experience in Customer Success, solution consulting, or strategic advisory roles.
• Experience in the SaaS or Insurtech space is strongly preferred, with insurance domain knowledge highly valued (or a genuine curiosity about the industry at a minimum).
• Proven comfort operating at the executive level, with an ability to connect platform capabilities directly to business outcomes without relying on a product demo.
• A strong commercial awareness with a track record of identifying and building toward account expansion opportunities seamlessly.
• Direct experience packaging, pricing, and delivering advisory services, including contributing to or establishing a formal delivery methodology.
• A workflow-obsessed mindset that prioritizes understanding how underwriters actually work over simple technical integration success.
• Comfort with building operational structure where none exists, thriving in a founding role capacity.

Responsibilities

• Serve as the strategic point of contact named accounts, operating at the business and executive level to steer account growth and direction.
• Lead billable client engagements packaged as fixed-fee or retainer deliverables, including roadmap workshops, value measurement reviews, and solution advisory sessions.
• Define and track value metrics post-go-live, using documented outcomes to anchor future renewal and expansion conversations.
• Partner closely with Customer Success Managers (CSMs) to extend coverage to the strategic layer, ensuring Customer Strategy owns the ongoing business case while CSMs manage adoption and relationships.
• Coordinate directly with the Activation team during handoffs to ensure value measurement begins immediately at go-live.
• Participate selectively in qualified sales cycles and complex deals to demonstrate strategic delivery capability, solution depth, and deployment roadmaps to prospects.
• Build the foundational Customer Strategy playbook, establishing the processes and methodology for this newly created function.

Benefits

• Remote work opportunities
• Flexible Paid Time Off
• Company Paid Holidays
• Insurance Coverage (medical, dental, vision, short-term & long-term disability, life insurance, and accident coverage)
• 401K
• Paid Parental Leave

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed