Customer Success Manager

Reports To: Director of Customer Success

Location: Remote (US Only — Eastern or Central Time Zone Preferred)

About Us

We've built the system of record for the $200+ billion insurance brokerage and agency market — an industry that forms the backbone of our modern economy. We serve a solid roster of customers including industry leaders like USAA and many others. WR Berkley, a Fortune 500 insurance holding company, led our Series B and provides invaluable strategic partnership as we reshape the insurance technology landscape.

About the Role

We empower insurance agencies with the most advanced, flexible, and intuitive agency management system on the market. As a Customer Success Manager, you'll own a book of agency accounts end to end — from post-onboarding handoff through adoption, renewal, and growth.

This is a hands-on role. You'll run the day-to-day for your book of business: leading customer conversations, tracking account health, resolving issues alongside Support, and ensuring smooth customer renewals. You'll also help build and refine the processes, play