Manager, Client Success Management

Origami Risk LLCSandy Springs, GA
5hHybrid

About The Position

The Manager, Client Success Management is responsible for leading a team accountable for the end-to-end success of a scaled portfolio of clients, ensuring they realize measurable business outcomes from the Origami platform. This role is designed for a high-volume coverage model (1:25 or greater client-to-CS ratio) and emphasizes a 1:many engagement strategy, consistent adoption of platform workflows (including case management and request intake), scalable enablement, and lead generation. As a strategic leader and coach, this role ensures the team delivers a proactive, consistent client experience across onboarding, adoption, and retention and growth. This role develops repeatable success plays, uses data-driven insights to manage health across a large book of business, and partners cross-functionally to remove friction and improve the client lifecycle at scale.

Requirements

  • Bachelor’s Degree in Information Systems, Business Administration, or related field (or equivalent experience).
  • 7+ years experience in a client-facing Customer Success / Client Services role within a SaaS environment, with experience managing highly configurable platform in a regulated industry (Insurtech preferred).
  • 2+ years people management experience (direct leadership preferred).
  • Superior communication and presentation skills, with confidence in engaging C-suite stakeholders.
  • Strong interpersonal skills and relationship-building abilities; able to coach others in influence and conflict resolution.
  • Proven ability to operate successfully in a scaled / high-volume environment, balancing client outcomes with operational efficiency.
  • Technical aptitude and ability to guide the adoption of complex software workflows, including integrations, user readiness, and process alignment.
  • Ability to travel up to 25%.

Responsibilities

  • Leads, coaches, and develops a team of Client Success Managers operating within a scaled coverage model.
  • Establishes performance expectations and operating rhythms that ensure consistent client impact at scale (team cadence, portfolio reviews, goal setting, and quality standards).
  • Mentors and enables team members through onboarding, ongoing skill development, and continuous improvement of customer success fundamentals.
  • Provides regular performance feedback aligned to measurable outcomes, client experience, and operational discipline.
  • Develops strong interlocks with Director(s), Client Success Management, and peer organizations to ensure the Origami Risk organization maintains a client centric operating model.
  • Ensures the team drives adoption of contracted features and functionality to maximize ROI and platform outcomes.
  • Monitors usage, engagement trends, and health signals to identify risks and opportunities across the portfolio.
  • Provides coaching and direction on strategic business reviews, health summaries, and success plans to maintain and enhance platform performance.
  • Drives satisfaction improvement plans for at-risk clients, coordinating with internal stakeholders to resolve concerns.
  • Monitors client usage dashboards to identify early signs of disengagement and escalate concerns as needed.
  • Identifies routine issues and coordinates with Support to drive timely resolution.
  • Flags emerging risks to leadership and participates in implementing straightforward satisfaction improvement actions.
  • Partners with Marketing and other leaders and subject matter experts within the Client Success organization to execute a 1:many strategy that drives adoption, education, and value realization across a high-volume client base (e.g., webinars, office hours, lifecycle campaigns, reusable success plans, guides, enablement toolkits).
  • Establishes scalable touchpoints and segmentation approaches that ensure the right clients receive the right level of support at the right time.
  • Partners with cross functional stakeholders to reduce one-off work and increase self-service and repeatable client programs.
  • Tracks and documents action items related to client goals and success plans.
  • Leads consistent execution of case management workflows and request intake processes, ensuring quality triage, prioritization, and client communication.
  • Promotes best practices for managing inbound volume in a scaled model while maintaining customer confidence and clarity.
  • Identifies patterns in request types, blockers, and recurring pain points; partners with Support, Strategy, and Product to improve workflows and reduce repeat friction.
  • Drives proactive motions to increase adoption, retention, and growth.
  • Serves as an escalation point and internal advocate for clients, ensuring context and insights are communicated effectively to Support, Strategy, and Product teams.
  • Captures and synthesizes client feedback, usage data, and enhancement requests; collaborates with Product and Strategy to influence roadmap priorities and enablement investment.
  • Partners with Account Management leadership on renewal strategy, growth opportunities, and communication plans for key client segments.
  • Coordinates internal resources across departments to manage multiple client workstreams in parallel while maintaining a consistent client experience.
  • Builds foundational knowledge of Origami modules relevant to the team’s portfolio.
  • Learns core concepts of the risk/insurance ecosystem or general Core workflows.
  • Understand typical client roles (administrators, adjusters, analysts, managers) and their goals.

Benefits

  • Medical and Dental coverage available for employees, dependents, domestic partners, and spouses
  • Paid Time Off – Flexible options plus 10 paid company holidays where available
  • All full-time positions are hybrid, with many eligible to be completely remote
  • Fully Paid by Origami Risk – Vision insurance, Short & Long-Term Disability Insurance, and Basic Life Insurance
  • Generous family leave options—including adoption and foster care placements
  • Pre-Tax Savings Accounts – Flexible Spending Account, Health Savings Account, Commuter Benefits, Dependent Care Savings Account
  • Retirement Savings – 401(k) with company match up to 4%
  • Employee Assistance Program (EAP) – Confidential & Free support offered to colleagues facing personal or work-related complications
  • Education Assistance Program – to help colleagues pursue industry/role-specific certifications
  • Wellness Benefits – reimbursement program to invest in healthy habits as well as support better colleague productivity and stress management
  • Additional coverages available – Pet Insurance, Critical Illness Insurance, and Voluntary Life & AD&D coverage
  • Flexible PTO not available in California or the UK
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