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Customer Success Manager
FinPro.
- New York, New York, United States
- New York, New York, United States
Über
About the Role This role sits at the center of the customer lifecycle. You will own onboarding, drive product adoption, and build long-term customer relationships — while helping define how Customer Success operates and scales within the business. This is an opportunity to move beyond execution and help shape the function itself.
Responsibilities Customer Onboarding and Adoption
Lead onboarding for new customers, ensuring fast time-to-value and strong product adoption
Deliver training and guidance tailored to different customer types and use cases
Act as the primary point of contact post-sale for implementation and ongoing engagement
Customer Relationship Management
Build trusted relationships with brokers, MGAs, and carriers
Maintain regular communication to ensure alignment, satisfaction, and retention
Identify risks early and proactively manage customer health
Growth and Expansion
Identify opportunities to expand product usage and deepen engagement
Partner with commercial teams to support expansion and renewal conversations
Build for Scale
Develop and document processes, playbooks, and resources to support a growing customer base
Surface customer insights to product and engineering to inform roadmap decisions
Qualifications
4+ years in Customer Success, onboarding, or implementation within a SaaS environment
Required Skills
Strong communication and relationship management skills across technical and non-technical stakeholders
Highly organised and process-oriented, with the ability to manage multiple priorities
Comfortable operating in a fast-paced, early-stage environment with evolving processes
Preferred Skills
Experience working within commercial insurance (broker, MGA, or carrier environment)
Familiarity with insurance workflows, systems, or operational challenges
Experience with onboarding, training, or product adoption programs
Exposure to AI-driven or data-focused platforms
Pay range and compensation package Competitive compensation and equity. Opportunity to shape customer strategy and influence product direction. Close collaboration with leadership and cross-functional teams. Remote-first, high-trust working environment.
If you’re looking to play a central role in shaping both the customer experience and the function that supports it, this is a strong opportunity to do so in a high-growth environment. Please reach out directly for more information.
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Sprachkenntnisse
- English
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