Full-Time

Customer Success Manager

Posted on 6/27/2024

Federato

Federato

51-200 employees

AI platform for underwriting efficiency

Fintech
AI & Machine Learning
Financial Services

Compensation Overview

$100k - $150kAnnually

Senior

Remote in USA

Category
Customer Experience
Customer Success
Customer Success & Support
Customer Success Management
Sales & Account Management
Required Skills
Agile
Sales
Communications
Management
Marketing
Customer Service
Requirements
  • 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
  • Founder-mindset, someone who wants to build out an ever-improving customer experience and solutions
  • 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
Responsibilities
  • 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
  • Organize, run and participate in the build and configuration of the Federato software implementation for your customers
  • 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

Federato.ai operates in the insurance industry, focusing on underwriting with its main product, RiskOps. This platform utilizes artificial intelligence to improve the underwriting process, allowing underwriters to make more accurate and efficient decisions. By streamlining operations, RiskOps helps insurance companies, particularly in the surety space, to provide faster and smarter services to their clients and agents. Federato.ai distinguishes itself from competitors by being one of the few companies to integrate AI into an industry that has been slow to embrace new technologies. The goal of Federato.ai is to enhance the performance of insurance companies, enabling them to grow their businesses while reducing costs associated with traditional underwriting methods.

Company Stage

Series C

Total Funding

$77.8M

Headquarters

Palo Alto, California

Founded

2020

Growth & Insights
Headcount

6 month growth

40%

1 year growth

37%

2 year growth

87%
Simplify Jobs

Simplify's Take

What believers are saying

  • Federato raised $80 million to expand its AI platform globally, enhancing underwriting efficiency.
  • The company appointed experienced leaders to drive marketing and industry enablement.
  • Federato's collaboration with Google Cloud strengthens its AI capabilities and market position.

What critics are saying

  • Increased competition from AI-driven insurtech companies may erode Federato's market share.
  • Over-reliance on Google Cloud's AI could cause disruptions if service offerings change.
  • Rapid expansion may lead to internal challenges like misalignment of company culture.

What makes Federato unique

  • Federato's RiskOps platform uses AI to enhance underwriting efficiency and decision-making.
  • The company integrates Google Cloud's AI capabilities for advanced underwriting solutions.
  • Federato focuses on the insurance industry's surety space, offering tailored AI-driven services.

Help us improve and share your feedback! Did you find this helpful?

INACTIVE