Develop and nurture deep, trust-based relationships with key stakeholders across your accounts.
Act as a strategic advisor, understanding your customers’ business goals, challenges, and success criteria.
Conduct regular Strategic Business Reviews (Monthly and Quarterly) to review performance, share insights, and drive continuous improvement.
Stay informed on industry trends, regulations, and competitive shifts that may impact your customers.
Serve as the voice of the customer internally — advocating for customer needs across Product, Claims, and Ops.
Identify and drive opportunities for expansion, renewals, and upsells in partnership with Sales.
Execute customer success strategies tailored to your customer segment and business priorities.
Own the overall success of the account — proactively managing escalations, requests, and ongoing initiatives.
Collaborate with internal teams (Claims, Onboarding, Escalation, Product, Sales) to ensure aligned delivery and communication.
Surface operational or tech-related friction points, develop solutions, and champion necessary process or product improvements.
Support seamless handoffs from Onboarding to post-go-live engagement.
Use data and performance metrics to drive transparency, identify risks, and demonstrate value realization.
Help establish a frictionless, scalable, and advisory-driven customer experience across the CS lifecycle.

6+ years of experience in Customer Success, Account Management, or Customer Services, preferably in tech-enabled services, TPA, Insurtech, or B2B service delivery
Are passionate about building strong customer partnerships and delivering measurable value
Have experience running performance business reviews or executive business reviews with enterprise customers
Thrive in cross-functional environments and can influence without authority
Possess strong organizational and project management skills — able to juggle multiple customers and priorities
Have a deep sense of accountability and ownership; you don’t let balls drop
Bring curiosity and creativity to problem solving
Are excited to help build — not just execute — a world-class CS function
Have an understanding of the P&C Insurance industry and claims value chain (a plus)

Generous health-insurance package with nationwide coverage, vision, & dental
401(k) retirement plan with employer matching
Competitive PTO policy – we want our employees fresh, healthy, happy, and energized!
Generous family leave policy after 8 months of continuous work
Work from anywhere to facilitate your work life balance
Apple laptop, large second monitor, and other quality-of-life equipment you may want.
Technology is something that should make your life easier, not harder!

Account Manager

Key skills