Senior Customer Success Manager / Responsable senior de la réussite client

Insurity

3d•$70,000 - $137,000•Remote

About The Position

We’re seeking a dynamic and versatile Senior Customer Success Manager to join our team and play a pivotal role in driving customer success, solution adoption, and strategic growth within our Billing-as-a-Service (BaaS) product group. This cross-functional role blends Sales, Customer Success, Solution Consulting, and Product Expertise to deliver value to our P&C Insurance customers. You’ll be responsible for building strong in-person relationships with key stakeholders and partnering with our customers to ensure their strategic business objectives are understood and that their utilization of the BaaS Product is appropriately leveraged to drive these objectives. This role requires domain knowledge in P&C Insurance, is based in North America, and requires regular in-person engagement with clients and partners.

Requirements

3+ years minimum in customer success related role, interfacing and working directly with customers.
Ability to create succinct, audience relevant, objective oriented written documentation (emails, PowerPoint, Word documents etc.)
Analytical and critical thinking
Written and oral English communication
Time management including work planning, prioritization, and organization
Ability to handle multiple priorities or tasks
Self-starter and quick learner
Detail-oriented
Active listener
Ability to collaborate and work autonomously
Flexible and adaptable

Nice To Haves

familiarity with Salesforce, Jira.
familiarity with billing, collections, remittance processes

Responsibilities

Primary point of management contact for assigned customers as well as oversight and management of support provided by assigned team members
Review and revise minutes / actions from meetings
Prepare/review meeting materials for customer messaging and lead meetings
Ensure workflow management system and customer-facing tools are up to date
Provide tool self-service support for customers
Understand customer’s desired strategy and KPI’s for partnering with Insurity
Lead initiatives to maintain and manage customer expectations and satisfaction
Develop working relationships with key customer stakeholders
Independently transition medium complexity customers from the implementation team
Ensure contract compliance and accurate billing
Participate in contract review process
Prepare for and participate in Deal Review meetings
Promote Insurity as a business partner
Understand and provide guidance on how to positively impact the customer experience and loyalty measures in place (NPS, references, etc.)
Facilitate platform utilization growth for assigned accounts
Provide insight into internal customer organization, political landscape, and stakeholder personalities
Demonstrate thorough knowledge of customers’ business challenges, opportunities and how our products and solutions address them
Uncover potential cross-sell and upsell opportunities while involving Sales as needed
Draft change requests and Statements of Work for small to large complexity enhancements.
Ensure consistent application of Customer Relationship best practices
Lead Continuous Improvement initiatives
Track and evaluate customer health
Stay up to date on industry and job-related trends and best practices, including reading relevant publications, articles, blogs, etc.

Benefits

Work Where You Thrive
Find the work environment that supports your best—whether that’s remote, in-office, or hybrid—depending on your role and location. Our Flex First Workforce approach offers many fully remote opportunities, while some teams follow hybrid or in-office schedules to stay connected and collaborative.
Take Time When You Need It
We trust our team to manage their time with our Open PTO Policy, empowering you to recharge when it matters most.
Benefits That Start on Day One
Enjoy comprehensive health coverage and employer-matched retirement savings right from your first day—because we know how important these are to you.
Living Our Values Every Day
Our core values are more than words on a wall—they guide how we hire, grow, and retain the very best talent.
Award-Winning Onboarding
From your first day to your first anniversary, our onboarding program is designed to set you up for success and help you make an immediate impact.
Grow Your Career from Within
We believe in promoting from within. In fact, over 20% of our open roles are filled by internal candidates.
Mentorship That Matters
Our mentorship program connects you with experienced leaders who are committed to helping you grow both personally and professionally.
Stay Connected with Coffee for Two
Our unique internal networking program helps you build meaningful connections across teams and departments—one virtual coffee chat at a time.
Keep Learning, Always
Fuel your growth with full access to LinkedIn Learning and Kaplan—because continuous development is key to success.
Invest in Your Future—And Your Family’s
Through our partnership with the University of Arizona Global Campus, you and your family can access discounted tuition and pursue educational goals affordably.
Earn When You Refer
Love where you work? Invite others to join us! Our Employee Referral Bonus program rewards you for bringing great people on board.