Full-Time

Enterprise Customer Success Manager

Posted on 2/19/2025

Comulate

Comulate

11-50 employees

AI-powered accounting automation for insurance brokers

Compensation Overview

$140k - $180k/yr

+ Equity

Company Does Not Provide H1B Sponsorship

San Francisco, CA, USA

In Person

Category
Sales & Account Management
Requirements
  • 4+ years of experience serving enterprise companies in a B2B across support, success, and implementations.
Responsibilities
  • Partner directly with customers throughout their post-sale journey, spanning implementation, onboarding/training, scaling, and growth, as their principal point-person at Comulate.
Desired Qualifications
  • None

Comulate automates back-office accounting and revenue intelligence for insurance brokers using AI to process carrier statements (PDFs and spreadsheets) and automate reconciliation, identify missing commission payments, track variances, and improve forecasting. It works by integrating with major agency management systems, CRMs, and ERPs, posting reconciled transactions to the broker’s general ledger and improving data quality. It differentiates itself by combining automated financial workflows with revenue analytics tailored to insurance brokers, and it has strong market traction with notable customers and an expanding integration roadmap (including Workday). Its goal is to modernize and optimize insurance back-office operations, reduce manual data handling, and provide accurate revenue forecasting and reconciliation across the broker ecosystem.

Company Size

11-50

Company Stage

Series B

Total Funding

$24M

Headquarters

San Francisco, California

Founded

2022

Simplify Jobs

Simplify's Take

What believers are saying

  • Workday partnership expands distribution into shared finance customers.
  • 90%+ manual-work reduction strengthens ROI for enterprise sales.
  • Revenue intelligence deepens expansion beyond reconciliation into forecasting and recovery.

What critics are saying

  • Applied Systems litigation threatens Epic access and customer onboarding.
  • Court findings around fraud and deception damage trust with brokers.
  • Customer churn and 20% layoffs signal near-term revenue pressure.

What makes Comulate unique

  • Purpose-built AI automates insurance accounting workflows end-to-end.
  • Native AMS and CRM read-write integrations improve policy data quality.
  • Focus on large brokers like Baldwin Group and IMA Financial.

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

Your Connections

People at Comulate who can refer or advise you

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Unlimited Paid Time Off

Paid Parental Leave

Growth & Insights and Company News

Headcount

6 month growth

-6%

1 year growth

-3%

2 year growth

-3%
Coverager
Feb 11th, 2025
Comulate secures $20M in Series B

Comulate, a San Francisco-based startup, raised $20 million in a Series B funding round led by BOND and Workday Ventures. The company, founded in 2022, offers an accounting automation and revenue intelligence platform for insurance brokers. As part of the investment, Comulate joins Workday’s Partner Program to enhance integration for shared customers. The startup has achieved 8-figure revenues in under three years and serves clients like IMA Financial and Hilb Group.

TechCrunch
Feb 11th, 2025
Comulate raises $20M to aid insurers

Comulate, a startup enhancing insurance companies' billing and revenue operations, raised $20M in a Series B round led by Bond and Workday. The funding follows a year of rapid growth, with revenues tripling to tens of millions. Initially focused on SaaS, founders Jordan Katz and Michael Mattheakis pivoted to insurance, addressing outdated processes with machine learning and AI. Comulate's clients include Baldwin Group and IMA Financial, saving them 260,000 work hours.

INACTIVE