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Customer Success Manager
SureCustomer Success Manager managing agency partnerships for an insurtech startup. Focusing on GWP growth and partner health in a remote role.
Posted 6/8/2026full-timeRemote • Arizona, California, Colorado, Florida, Illinois, Maryland, Massachusetts, Missouri, New Jersey, New Mexico, New York, Oregon, Pennsylvania, South Carolina, Texas, Utah, Washington • 🇺🇸 United StatesMid-LevelSeniorWebsite
About the role
Key responsibilities & impact- Own the overall program timeline end-to-end, coordinating with EPD and the Sprint Planner to keep delivery on track
- Gather and document partner requirements into clear deliverables that EPD can execute on; hand off solutioning when technical decisions arise
- Serve as the primary day-to-day partner contact during implementation; transition relationship continuity to the CSM at launch
- Track and communicate project health proactively — flag delays, blockers, and scope risks early and drive resolution
- Craft clear, well-written deliverables including meeting agendas, minutes, and business reviews for internal and external stakeholders
- Maintain a tight feedback loop with the assigned CSM and accurate records in Sure's CRM (Attio)
Requirements
What you’ll need- 3–5 years in customer success, account management, or partnerships either in insurtech, fintech, or B2B SaaS strongly preferred
- Experience owning GWP or revenue metrics for a book of accounts
- Strong relationship builder, able to operate across levels of a partner org from ops contacts to executive sponsors
- Clear communicator in writing and in meetings; able to run QBRs and business reviews independently
- Comfortable working in ambiguity across cross-functional teams; strong influencer without direct authority
Benefits
Comp & perks- Competitive salary
- Comprehensive health benefits
- Flexible working hours
- Opportunities for professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
project managementrequirements gatheringdeliverable documentationrevenue metrics managementGWP ownershipbusiness reviewsQBRs
Soft Skills
relationship buildingclear communicationinfluencingproblem-solvingcross-functional collaborationadaptability