Customer Success

The insurance brokerage industry brings in over 400 billion in revenue annually, yet over 130 billion of that is wasted on repetitive, manual processes: reading millions of pages, inputting data into legacy systems, and filing paperwork.

Coverflow helps insurance brokers automate their most challenging workflows. Our AI platform integrates with client data systems to analyze millions of data points, enabling brokerages to work more efficiently and deliver deeper insights, giving them back thousands of hours annually.

Trusted by leading regional and national agencies, we ingest thousands of policies weekly and have processed over $5B in premium flow through our platform. Backed by AIX Ventures, Founder Collective, and Afore Capital, we've achieved >15x revenue growth since launching in 2025.

We need our first Customer Success Manager to keep our customers happy and successful. This role is all about execution – making sure agencies get value from Coverflow every single day. You'll be the main point of contact for our customers, solving problems before they escalated and ensuring no one even thinks about churning.

• Be the go-to person when customers have questions or hit roadblocks
• Run regular check-ins to make sure agencies are using the platform and seeing results
• Jump on calls to fix issues, answer questions, and keep customers on track
• Monitor usage data to catch problems early and reach out proactively
• Handle renewals smoothly because customers already love working with you
• Gather feedback and work with product to fix what's frustrating customers
• Make sure new customers get up and running without drama

• 2-5 years keeping B2B customers happy, ideally in SaaS
• Someone who genuinely enjoys helping people succeed
• Strong organizational skills – you'll juggle multiple accounts daily
• Clear communicator who can explain technical concepts simply
• Proactive problem solver who addresses issues before customers complain
• Comfortable with data but knows when human touch matters more
• Insurance experience helpful but not required

• Equity package
• In-person in San Francisco

Must be authorized to work in the U.S. without sponsorship.

Mid-Senior level

Full-time

Software Development