Example Company
Software engineer
- Location
- San Francisco
- Type
- Full time
- Compensation
- $150k-$200k
- Posted
- 2 days ago
Join a team building useful software. Work closely with engineering and design to turn new ideas into products.
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Senior Customer Success Manager / Responsable principal de la réussite client
- Location
- Remote
- Posted
- 4MO AGO
About the role
Please note that Insurity will only reach out to interview, make an offer of employment, or conduct onboarding activities for candidates who have applied through our careers site. When interviewing for a position, the candidate experience will include live interaction, such as a video or telephone call, with a Recruiter and/or company employee(s). We will never ask for any money or payments from applicants at any point in the recruitment process. Recruiters will only reach out from an insurity.com email address; no other email addresses will be used. Examples of fraudulent email addresses that have been used end with @insurityjobs.us. Be aware of suspicious recruitment activity. If you think you are a victim of an employment scam, you may contact your local law enforcement agency and/or visit the Federal Trade Commission website here: https://consumer.ftc.gov/articles/job-scams.
Who We Are
Insurity empowers insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical insurance software. Just as importantly, we empower our people—providing the tools, support, and opportunities they need to grow and succeed.
We don’t just make bold promises—we deliver results. As the largest cloud-based software provider for the Property & Casualty market, Insurity is trusted by 22 of the top 25 P&C carriers and 7 of the top 10 wholesale brokers in the MGA space. Behind that trust is a team that delivers exceptional value and deep industry expertise.
While our technology sets us apart, it’s our people who truly make the difference. At Insurity, you’ll collaborate with some of the most creative and knowledgeable minds in insurance tech—in a culture that fosters innovation, teamwork, and continuous learning. Our award-winning onboarding experience welcomes and supports you from the moment you accept our offer.
Ready to grow your career with an industry leader? Apply today—we’re excited to welcome you. #UatInsurity
Insurity’s Next Senior Customer Success Manager
As a member of the Customer Success Team, your focus will be on building and enhancing positive relationships with our existing customers and helping them gain access to resources and tools to be successful using Insurity's products. With a focus on our Insurity Decisions Suite, the customers you will work with vary from Medium to Large Commercial Carriers.
What Our Senior Customer Success Manager Will Do
Relationship Management
- Manage and grow customer relationships, serving as their primary point of contact.
- Act as the liaison and advocate between customers and internal teams, such as product development, sales, and support, to enhance the overall customer experience
- Engage with customers by conducting regular business reviews to ensure alignment between their strategic objectives and Insurity's products and services.
- Maintain/manage customer expectations and satisfaction
- Gain and maintain working knowledge of Insurity’s platforms, including new releases, features, and dependencies.
- Demonstrate thorough knowledge of customers’ business challenges, opportunities, and how our products and solutions address them
- Develop strong working relationships with Customer System Champions
- Ensure contract compliance and accurate billing
- Understand the customer experience and loyalty measures in place
- Gain a strong understanding and act as the subject matter expert on your customers’ internal organization, political landscape, and stakeholder personalities
- Monitor customer satisfaction, identifying potential issues or challenges before they escalate into major problems
- Collaborate with Sales to develop and execute strategies for customer retention and uncover potential opportunities for upselling or cross-selling additional products or services that meet customer needs
- Educate customers on features, benefits, and the value of the service to drive adoption and satisfaction.
- Prepare and deliver professional presentations and performance insights to demonstrate the impact of Insurity solutions on the customer's business.
- Lead customer meetings effectively, accurately capture minutes, and ensure the completion of all meeting takeaways
- Understand, regularly measure Customer KPIs, monitor usage patterns to proactively address churn risk.
- Transition and onboard customers from the implementation team
- Manage customer escalations and ensure issues are resolved quickly and effectively.
- Ensure workflow management system and customer-facing tools are up to date
- Provide tool self-service support for customer
Enhancement Delivery
- Facilitate end-to-end management of cross-functional medium complexity enhancements in accordance with product-specific procedures.
- Draft change requests and Statements of Work as required
- Demonstrate an understanding of revenue recognition and account measurements
Internal Process
- Demonstrate competency in all internal processes & practices
- Support Continuous Improvement initiatives
- Successfully meet Insurity training goals
- Provide mentorship to team members
- Stay up to date on industry and job-related trends and best practices, including reading relevant publications, articles, blogs, etc.
- Other duties as assigned
Who We’re Looking For
- 3 years in a customer success role, either within the software-as-a-service and/or insurance industry
- 1 years working with national accounts (not just local or regional) or working with multiple partners
- Strong customer support and emotional intelligence qualities with an ability to understand customers desired strategy and needs
- Strong written and oral English communication skills with ability to articulately present information both in-person (presentations) and in written form
- Advanced digital literacy with MS Office (Word, Excel, PowerPoint)
- Self-starter mentality with an eagerness to learn and ability to collaborate and work autonomously, with strong multi-tasking skills
- Nice-to-have: Experience with Customer Success Management or CRM tools
- Nice-to-have: Technical aptitude and familiarity with APIs, cloud platforms, and common SaaS architectures.
- Nice-to-have: Strong understanding with the software development and deployment lifecycle.
- Travel required is less than 10%
What’s In It For U
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 25% 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.
Insurity Podcasts
Explore podcasts from our Learning & Development team for deeper insight into Insurity products, company innovation, and the business as a whole.
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.
Providing pay transparency helps you make the best decision for you. We continuously analyze and update our salary ranges for our roles according to market trends to not only ensure our employees are paid fairly, but also help close gender, race, and disability wage gaps. Along with the benefits listed above, the career level salary range for this role is $70,000 to $140,000. We share a career level salary as a guideline; however, actual salary may vary based on your experience and qualifications. If your application advances, your recruiter will review these details with you during a video interview.
Insurity is proud to be an Equal Opportunity Employer
We are dedicated to creating an exceptional work environment for all our employees by extending a culture of diversity, equity, inclusion, and belonging into the very fabric of our organization. We embrace differences and diversity of identity, experience, and thought, and actively strive for inclusive behaviors across our company.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application and/or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Thank you for your interest in Insurity! Please understand that due to the volume of applicants we receive, only selected candidates will be contacted.
#LI-Remote
medical insurance; dental insurance; vision insurance; 401(K) match; paid maternity leave; paid paternity leave; disability insurance
California Privacy Notice for Applicants
If you are a California resident, the California Consumer Privacy Act (“CCPA”), as amended by the California Privacy Rights Act (“CPRA”), requires us to provide you with information regarding how we collect, use, and disclose your personal information in connection with your application for employment.
By submitting your application, you acknowledge that Insurity may collect, use, store, and process personal information for recruitment, hiring, onboarding, employment, security, compliance, and business operations purposes. This information may include contact information, professional and educational history, qualifications, background check information where permitted by law, and other information you voluntarily provide during the application process.
Insurity may share your personal information with service providers, affiliates, and authorized third parties involved in recruiting, hiring, onboarding, information technology, security, and compliance activities, as permitted by applicable law.
We retain applicant information for legitimate business and legal purposes, including compliance with applicable employment laws and recordkeeping obligations.
California residents may have certain rights regarding their personal information, including the right to request access to, correction of, or deletion of certain personal information, subject to applicable legal exceptions.
For additional information regarding Insurity’s privacy practices or to exercise applicable privacy rights, please contact info@insurity.com or review our Privacy Policy.
Veuillez noter qu'Insurity ne contactera que les candidats qui ont postulé via notre site Carrières pour les convoquer à un entretien, leur faire une offre d'emploi ou mener des activités d'intégration. Lors des entretiens pour un poste, l'expérience du candidat comprendra une interaction en direct, par exemple une vidéo ou un appel téléphonique, avec un recruteur et/ou un ou plusieurs employés de l'entreprise. Nous ne demanderons jamais d'argent ou de paiement aux candidats à aucun moment du processus de recrutement. Les recruteurs vous contacteront uniquement à partir d'une adresse e-mail insurity.com ; aucune autre adresse e-mail ne sera utilisée. Les adresses e-mail frauduleuses utilisées se terminent par @insurityjobs.us. Méfiez-vous des activités de recrutement suspectes. Si vous pensez être victime d'une arnaque à l'emploi, vous pouvez contacter les forces de l'ordre locales et/ou consulter le site web de la Commission fédérale du commerce à l'adresse suivante : https://consumer.ftc.gov/articles/job-scams.
Qui sommes-nous ?
Insurity permet aux organismes d'assurance de saisir rapidement de nouvelles opportunités en proposant le logiciel d'assurance le plus configurable, le plus innovant, le plus facile à utiliser et le plus intuitivement analytique au monde. Tout aussi important, nous responsabilisons nos collaborateurs en leur fournissant les outils, le soutien et les opportunités dont ils ont besoin pour se développer et réussir.
Nous ne nous contentons pas de faire des promesses audacieuses, nous obtenons des résultats. En tant que plus grand fournisseur de logiciels basés sur le cloud pour le marché de l'assurance IARD, Insurity bénéficie de la confiance de 22 des 25 plus grands assureurs IARD et de 7 des 10 plus grands courtiers en gros dans l'espace MGA. Derrière cette confiance se trouve une équipe qui offre une valeur exceptionnelle et une expertise approfondie du secteur.
Si notre technologie nous distingue, ce sont nos collaborateurs qui font vraiment la différence. Chez Insurity, vous collaborerez avec certains des esprits les plus créatifs et les plus compétents de la technologie de l'assurance, dans une culture qui favorise l'innovation, le travail d'équipe et l'apprentissage continu. Notre expérience d’intégration primée vous accueille et vous soutient dès l’instant où vous acceptez notre offre.
Prêt à faire évoluer votre carrière au sein d'un leader du secteur ? Posez votre candidature dès aujourd'hui - nous sommes impatients de vous accueillir.
Le futur Senior Customer Success Manager / Responsable principal de la réussite client d’Insurity
En tant que membre de l’équipe de réussite client, vous aurez pour mission principale d’établir et de renforcer des relations positives avec nos clients actuels, ainsi que de les aider à accéder aux ressources et aux outils nécessaires pour tirer pleinement parti des produits Insurity. En mettant l’accent sur notre suite Insurity Decisions, vous travaillerez avec des clients allant des transporteurs commerciaux de taille moyenne aux grandes entreprises.
Ce que notre Senior Customer Success Manager / Responsable principal de la réussite client fera
Gestion des relations clients
- Gérer et développer les relations avec les clients, en agissant à titre de point de contact principal.
- Assurer la liaison et défendre les intérêts des clients auprès des équipes internes, telles que le développement de produits, les ventes et le soutien, afin d’améliorer l’expérience client globale.
- Interagir avec les clients en menant des bilans d’activité réguliers afin de garantir l’alignement entre leurs objectifs stratégiques et les produits et services d’Insurity.
- Gérer et maintenir les attentes et la satisfaction des clients.
- Acquérir et maintenir une connaissance pratique des plateformes d’Insurity, y compris les nouvelles versions, les fonctionnalités et les dépendances.
- Démontrer une connaissance approfondie des défis et des occasions d’affaires des clients, ainsi que de la manière dont nos produits et solutions y répondent.
- Établir de solides relations de travail avec les responsables système chez les clients.
- Veiller au respect des contrats et à l’exactitude de la facturation.
- Comprendre l’expérience client et les mesures de fidélisation en place.
- Acquérir une solide compréhension et agir à titre d’expert en matière d’organisation interne, de contexte politique et de personnalités des parties prenantes chez vos clients.
- Surveiller la satisfaction des clients, en identifiant les problèmes ou défis potentiels avant qu’ils ne dégénèrent en problèmes majeurs.
- Collaborer avec l’équipe des ventes pour élaborer et mettre en œuvre des stratégies de fidélisation de la clientèle et identifier des occasions potentielles de vente incitative ou de vente croisée de produits ou services supplémentaires répondant aux besoins des clients.
- Sensibiliser les clients aux caractéristiques, aux avantages et à la valeur du service afin de favoriser son adoption et d’accroître leur satisfaction.
- Préparer et présenter des exposés professionnels ainsi que des analyses de rendement afin de démontrer l’impact des solutions Insurity sur les activités du client.
- Mener efficacement les réunions avec les clients, rédiger fidèlement les comptes rendus et veiller à ce que toutes les mesures à prendre issues des réunions soient mises en œuvre.
- Comprendre et mesurer régulièrement les indicateurs clés de performance (KPI) des clients, surveiller les habitudes d’utilisation afin de prévenir de manière proactive le risque de désabonnement.
- Assurer la transition et l’intégration des clients depuis l’équipe de mise en œuvre.
- Gérer les escalades des clients et veiller à ce que les problèmes soient résolus rapidement et efficacement.
- S’assurer que le système de gestion des flux de travail et les outils destinés aux clients sont à jour.
- Fournir un soutien en libre-service aux clients concernant les outils.
Mise en œuvre des améliorations
- Faciliter la gestion de bout en bout des améliorations interfonctionnelles de complexité moyenne, conformément aux procédures spécifiques au produit.
- Rédiger des demandes de modification et des énoncés des travaux, au besoin.
- D
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