Customer Success Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage the daily operations and executive relationships for a portfolio of enterprise carrier clients as their main point of contact.

• Conduct regular business reviews, performance assessments against service level objectives, and quarterly strategic planning sessions with customer leadership.

• Create and present executive-level business reviews that link platform performance to clients’ commercial objectives.

• Handle escalations from initial signal through to resolution and customer follow-up, collaborating with Engineering, Product, and Implementation teams.

• Convert customer needs into prioritized initiatives with Product and Engineering, leveraging data to support roadmap priorities.

• Identify opportunities for expansion and adoption, working alongside Sales to facilitate closures.

• Manage due diligence, compliance documentation, and audit responses, coordinating with subject-matter experts and adhering to deadlines.

• Mentor Customer Success Associates and enhance team documentation, reporting, and communication practices.

• Travel as necessary for solution workshops, leadership on-site visits, and customer business reviews.

• Support Bestow’s enterprise life-insurance carrier clients through its technology platform aimed at modernizing products and distribution.

⛳️ Requirements

• A minimum of 4 years in customer success or account management, preferably at a SaaS or technology firm serving enterprise clients.

• Direct responsibility for enterprise customer relationships, including engagement with executive stakeholders.

• Proven experience in growing or revitalizing customer accounts.

• Capable of working collaboratively across functions including Product, Engineering, Compliance, and Sales without formal authority.

• Proficient in developing and delivering polished, client-facing presentations for executive audiences.

• Strong analytical abilities and experience working directly with data.

• Excellent written and verbal communication skills with meticulous attention to detail.

• Familiarity with CRM and ticketing tools such as Salesforce and JIRA.

• Bachelor’s degree in business, marketing, or a related field, or equivalent professional experience.

• Must reside within the contiguous 48 United States.

• Employment eligibility verification through E-Verify is required.

🏝️ Benefits

• Equity.

• Competitive salary.

• Flexible paid time off.

• Parental leave programs.

• 100% paid-premium option for medical, dental, and vision insurance.

• Lifestyle stipend supporting physical, emotional, and financial wellbeing.

• Flexible work-from-home policy.

• Remote and work-from-home options available.

• State-of-the-art office located in Dallas’ Deep Ellum for those who prefer an office environment.

• Employee-led initiatives focused on diversity, equity, and inclusion.

• Significant growth opportunities.