GenLogs

Customer Success Manager – Insurance

GenLogs

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Insurance Account Management: Manage customer book of around $3 million ARR within the Insurance / Insuretech vertical
  • Implementation and activation: Onboard new customers and guide them through product setup, training, and initial usage to ensure successful implementation.
  • Training and enablement: Develop and execute customer success playbooks and resources to drive customer adoption.
  • QBRs and strategic alignment: Conduct regular stakeholder check-ins and business reviews with customers to assess progress, gather feedback, and discuss future goals.
  • Expansion and renewal: Develop an upsell and renewal strategy based on usage data, stakeholder feedback, and customer goals. Ensure a high level of revenue retention and expansion. Partner closely with Sales for largest upsell opportunities.
  • Quarterly travel for industry conferences, QBRs, and onsite customer meetings
  • User support: collaborate with Support and Engineering teams on user issues
  • Customer and user advocacy: Serve as the liaison between customers and internal teams, such as Product, Engineering, and Data teams

Requirements

  • Roll-up-your-sleeves attitude—you thrive in ambiguity and can execute as well as strategize.
  • 5+ years experience in account management or customer success
  • Experience in managing customer success programs, customer retention, and upselling strategies.
  • Excellent written communication and documentation skills
  • Strong track record of building customized reports and presentations to unlock customer insight
  • Strong problem-solving abilities
  • B2B SaaS experience preferred
  • Insurance or Insuretech experience required including familiarity with Central Analysis Bureau.
Benefits
  • Healthcare
  • Employer-covered comprehensive medical, dental, and vision plans for employee and dependents
  • Employer contribution towards premiums of optional higher-end plans
  • Time Off
  • Unlimited PTO
  • Sick leave
  • Company holidays (GenLogs observes all federal US Government holidays)
  • Flexible leave for caregiving and medical needs
  • Family Support
  • Paid parental leave
  • Professional Development
  • Budget availability for approved professional development courses, certifications, and training
  • Travel Support
  • 100% travel reimbursement for all approved company travel and spending
  • Retirement Savings
  • 401(k) plan
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account managementcustomer success programscustomer retentionupselling strategiesreport buildingpresentation skillsproblem-solvingB2B SaaS
Soft Skills
written communicationdocumentation skillsstrategic thinkingcustomer advocacycollaboration