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Sure

Customer Success Manager

Sure

Customer 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

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Applicant Tracking System Keywords

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Hard Skills & Tools
project managementrequirements gatheringdeliverable documentationrevenue metrics managementGWP ownershipbusiness reviewsQBRs
Soft Skills
relationship buildingclear communicationinfluencingproblem-solvingcross-functional collaborationadaptability