Customer Success Manager

This is a fully remote position, open to applicants in Arizona, +17 more states.

📋 Description

• Take ownership of the complete program timeline from start to finish, collaborating with EPD and the Sprint Planner to ensure timely delivery.

• Collect and document partner requirements into actionable deliverables for EPD to implement; transfer solutioning responsibilities when technical decisions need to be made.

• Act as the main point of contact for partners during implementation; ensure a smooth transition of the relationship to the CSM at the time of launch.

• Monitor and proactively communicate the health of the project — identify delays, obstacles, and potential scope risks early on, and drive towards solutions.

• Create clear and well-structured deliverables such as meeting agendas, minutes, and business reviews for both internal and external stakeholders.

• Maintain a consistent feedback loop with the designated CSM and keep precise records in Sure's CRM (Attio).

⛳️ Requirements

• 3–5 years of experience in customer success, account management, or partnerships, preferably within insurtech, fintech, or B2B SaaS.

• Proven experience managing GWP or revenue metrics for a portfolio of accounts.

• Excellent relationship-building skills, capable of engaging at all levels within a partner organization, from operational contacts to executive sponsors.

• Strong written and verbal communication skills; able to independently conduct QBRs and business reviews.

• Comfortable navigating ambiguity across cross-functional teams; possesses strong influencing skills without direct authority.

🏝️ Benefits

• Competitive salary

• Comprehensive health benefits

• Flexible working hours

• Opportunities for professional development