Full-Time

Customer Success Manager

Confirmed live in the last 24 hours

Federato

11-50 employees

AI-driven underwriting platform for insurers

Data & Analytics

AI & Machine Learning

Financial Services

Senior

Remote in USA

Required Skills

Agile

Sales

Communications

Management

Marketing

Customer Service

Requirements

5+ years of experience in P&C or Specialty insurance
Experience in customer success, customer service, or other client-facing roles
Outstanding ability to take a consultative approach and nurture positive business relationships
Accountability, personal organization, project management skills, and agile methodology
Experience in leading diverse groups and training according to needs and core values
Confident and effective in ambiguity, able to recommend solutions or create processes
Strong business acumen, executive presence, technology savvy, and innovative problem solver
Degree in business, risk management, communications, or marketing

Responsibilities

Own the entire post-sales experience including onboarding, implementation, renewals, up-sells, and strategic account management
Act as a trusted advisor and advocate internally by working cross-functionally to deliver on customers' needs
Be an insurance industry and Federato product expert, communicate value to decision makers
Build and maintain strong relationships with key stakeholders and influencers at clients
Use data to develop insight into customer's business needs, goals, and product utilization
Identify and position opportunities for revenue growth and expansion

Federato is on a mission to defend the right to efficient, equitable insurance for all. We enable insurers to provide affordable coverage to people and organizations facing the issues of today - the climate crisis, cyber-attacks, social inflation, etc. Our vision is understood and well funded by those behind Salesforce, Veeva, Zoom, Box, etc.

Federato’s AI/ML-driven platform leverages deep reinforcement learning to help insurance companies optimize the portfolio of risks they insure, allowing them to continue to provide fair and equitable pricing in difficult-to-price areas. Our category-defining ‘RiskOps’ solution drives better underwriting decisions by operationalizing underutilized data investments and surfacing real-time risk and portfolio insights. We focus on putting insurance underwriters back in the driver’s seat, helping them meet their goals while providing an important service to society.

We are looking for an amazing Customer Success Manager to enhance our growing team. This teammate will report directly to the COO and be an important part of the Go To Market organization. They will have the opportunity to both develop and grow strategic customer relationships with insurance carriers and MGAs, partner with design and engineering on customer delivery while also collaborating on shaping CS strategy with the executive team. Ultimately, this person will work directly with clients to tackle their problems and ensure their happiness and ongoing relationship with us!

What you’ll get to do!

Be curious, listen deeply to our users and get creative to ensure that we are solving "people problems" in the insurance ecosystem
Own the entire post-sales experience including onboarding, implementation, renewals, up-sells, and strategic account management
Act a trusted advisor and advocate internally by working cross-functionally to deliver on customers needs
Be an insurance industry expert and a Federato expert when it comes to our product and industry and ensure we are providing and communicating our value to decision makers
Build and maintain strong relationships with key stakeholders and influencers at our client
Use data to develop insight and understanding of customer’s business needs, goals and product utilization
Identify and position opportunities for revenue growth and expansion

Who we hope you are!

5+ years of experience in P&C or Specialty insurance, specifically underwriting, operations, product, process or systems strongly preferred
Experience in customer success, customer service or other client-facing, relationship management positions a plus
Outstanding ability to take a consultative approach, communicate and nurture positive business relationships
Accountability, and personal organization are essential, project management skills and agile methodology are a plus
Experience in leading a diverse group and training each according to needs and core values
Both a leader and a do-er, able to be both strategic and effective at execution
Confident and able to work effectively in ambiguity, recommend solutions or create process where needed
Strong business acumen and executive presence to convey credibility at all stages
Technology savvy, and an innovative problem solver
A business, risk management, communications or marketing degree is helpful

Here at Federato, your capabilities are important, but culture fit is quintessential. We move fast, are eager to listen to our users, take a first principles approach to solving problems, and value learning and the ability to change our minds. Most importantly, we’re here to have fun. Our ability to make a difference starts with our people. We would love to work with you!

Federato

View

Website

View Company Profile

Federato's RiskOps platform leverages AI and machine learning to improve underwriting processes, offering real-time risk selection and portfolio insights for insurance entities such as carriers, MGAs, and MGUs. This platform enhances underwriters' capabilities by optimizing workflows, assessing businesses effectively, and dynamically prioritizing tasks.

Company Stage

Series B

Total Funding

$40.6M

Headquarters

San Francisco, California

Founded

2020

Growth & Insights

Headcount

6 month growth

↓ -2%

1 year growth

↑ 23%

2 year growth

↑ 180%