Director, Customer Strategy

Convr

Director, Customer Strategy at Convr transforming commercial insurance with AI technology. Drive strategic outcomes and high-value deal expansion in customer experience.

Posted 6/29/2026full-timeRemote • Illinois • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Customer Success and strategic advisory roles, with a strong focus on account growth, value measurement, and operational structure development in the SaaS or Insurtech sectors.

Highest-signal resume keywords

Customer Success ManagementStrategic AdvisorySaaS ExperienceValue MeasurementAdvisory Services Delivery

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account Growth StrategyValue Metrics TrackingDelivery Methodology DevelopmentRoadmap Workshop FacilitationSolution Advisory

Soft Skills

Executive CommunicationCommercial AwarenessWorkflow OptimizationOperational Structure Building

Industry Keywords

InsurtechCustomer StrategyClient EngagementBusiness OutcomesAccount Expansion

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

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