Customer Success Manager
✨ AI Summary
Federato aims to revolutionize the insurance industry by providing an AI-driven platform that enhances efficiency and equity in coverage. With backing from industry leaders like Salesforce and Veeva, we address contemporary challenges such as climate change and cyber threats by improving underwriting processes.
Role Overview: As a Senior Customer Success Manager, you will lead customer-facing projects to ensure successful implementation and satisfaction. This role requires strong coordination with various internal teams to align on project goals and deliverables while managing risks effectively.
Main Responsibilities:
- Oversee project planning, execution, and timely delivery of customer initiatives.
- Collaborate with product management, development, and operations teams to ensure alignment.
- Maintain project documentation and provide regular updates to stakeholders.
- Identify and mitigate risks to guarantee project success.
- Work with QA teams to uphold quality standards throughout the development lifecycle.
- Analyze customer support requests, addressing trends and coordinating solutions.
- Conduct user training sessions and provide ongoing support post-training.
- Track customer software usage to improve adoption and maximize value.
Requirements:
- 3-5 years of experience in P&C or Specialty insurance, particularly in underwriting or operations.
- Background in customer success or project management in software delivery.
- Proficient in software development methodologies (Agile, Scrum, etc.).
- Excellent interpersonal and communication skills.
- Experience with project management tools like Jira or Asana.
