Client Success Manager - Risk Intelligence

Overview

Own the post-sale customer experience by developing and executing success strategies that drive engagement, satisfaction, retention, and long-term value.

Lead recurring client business reviews—both internal and external—providing data-driven insights that support renewals, expansion, and measurable customer outcomes.

Proactively identify risks to customer goals, adoption, or retention, and partner with internal teams to design and implement effective mitigation plans.

Collaborate closely with Strategic Account Executives to identify and support upsell and cross-sell opportunities aligned with customer needs and business objectives.

Deliver personalized onboarding, training, and ongoing enablement to ensure customers realize full value from product features and services.

Capture and analyze Voice of Customer (VOC) insights related to product usage, satisfaction, and user experience; share actionable feedback with Product, Data, Marketing, and other key stakeholders.

Maintain accurate, up-to-date records of customer contacts, engagements, and support activities within the CRM and related systems.

Serve as a trusted advisor and subject matter expert on company solutions while staying current on industry trends, customer challenges, and competitive landscape.

• Own the post-sale customer experience by developing and executing success strategies that drive engagement, satisfaction, retention, and long-term value.
• Lead recurring client business reviews—both internal and external—providing data-driven insights that support renewals, expansion, and measurable customer outcomes.
• Proactively identify risks to customer goals, adoption, or retention, and partner with internal teams to design and implement effective mitigation plans.
• Collaborate closely with Strategic Account Executives to identify and support upsell and cross-sell opportunities aligned with customer needs and business objectives.
• Deliver personalized onboarding, training, and ongoing enablement to ensure customers realize full value from product features and services.
• Capture and analyze Voice of Customer (VOC) insights related to product usage, satisfaction, and user experience; share actionable feedback with Product, Data, Marketing, and other key stakeholders.
• Maintain accurate, up-to-date records of customer contacts, engagements, and support activities within the CRM and related systems.
• Serve as a trusted advisor and subject matter expert on company solutions while staying current on industry trends, customer challenges, and competitive landscape.

• 3+ years of experience in Customer Success, Account Management, or a related client-facing role, with demonstrated success managing and growing customer relationships.
• Strong domain knowledge of P&C Commercial Lines Insurance or Transportation verticals; working understanding of insurance risk, exposure, and profitability is a plus.
• Proven ability to drive customer outcomes—not just relationship management, but measurable improvements in adoption, retention, and business performance.
• Proactive problem-solver who thrives in ambiguity, takes ownership, and adapts quickly in a fast-paced environment.
• Highly collaborative, with a “one team” mindset and experience working cross-functionally with Sales, Product, Marketing, and Support.

• Excellent communication and presentation skills, with the ability to translate complex concepts into clear, customer-friendly insights.
• Strong interpersonal skills with a customer-first mindset; comfortable working independently while contributing effectively within a team.
• Exceptional attention to detail, time management, and responsiveness to customer needs and deadlines.
• Proficiency with CRM platforms (Salesforce preferred), Microsoft Office, and modern customer success and sales tools.
• Bachelor’s degree in a relevant business discipline or equivalent experience in customer success or account management.
• This is a full-time position.

• Working for an established Market Leader with innovative solutions that deliver clear, measurable value to clients
• Competitive compensation with additional variable…