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Fusable

Client Success Manager - Insurance

Posted 3 Days Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in Charlotte, NC
Mid level
In-Office or Remote
Hiring Remotely in Charlotte, NC
Mid level
Manage post-sale customer lifecycle for insurance clients: drive adoption, retention, and expansion via onboarding, reviews, risk mitigation, VOC analysis, and cross-functional collaboration.
The summary above was generated by AI

What You Will Do

  • Own the post-sale customer experience by developing and executing success strategies that drive engagement, satisfaction, retention, and long-term value.
  • Lead recurring client business reviews—both internal and external—providing data-driven insights that support renewals, expansion, and measurable customer outcomes.
  • Proactively identify risks to customer goals, adoption, or retention, and partner with internal teams to design and implement effective mitigation plans.
  • Collaborate closely with Strategic Account Executives to identify and support upsell and cross-sell opportunities aligned with customer needs and business objectives.
  • Deliver personalized onboarding, training, and ongoing enablement to ensure customers realize full value from product features and services.
  • Capture and analyze Voice of Customer (VOC) insights related to product usage, satisfaction, and user experience; share actionable feedback with Product, Data, Marketing, and other key stakeholders.
  • Maintain accurate, up-to-date records of customer contacts, engagements, and support activities within the CRM and related systems.
  • Serve as a trusted advisor and subject matter expert on company solutions while staying current on industry trends, customer challenges, and competitive landscape.

What You Need

  • 3+ years of experience in Customer Success, Account Management, or a related client-facing role, with demonstrated success managing and growing customer relationships.
  • Strong domain knowledge of P&C Commercial Lines Insurance or Transportation verticals; working understanding of insurance risk, exposure, and profitability is a plus.
  • Proven ability to drive customer outcomes—not just relationship management, but measurable improvements in adoption, retention, and business performance.
  • Proactive problem-solver who thrives in ambiguity, takes ownership, and adapt s quickly in a fast-paced environment.
  • Highly collaborative, with a “one team” mindset and experience working cross-functionally with Sales, Product, Marketing, and Support.

Skills & Qualifications

  • Excellent communication and presentation skills, with the ability to translate complex concepts into clear, customer-friendly insights.
  • Strong interpersonal skills with a customer-first mindset; comfortable working independently while contributing effectively within a team.
  • Exceptional attention to detail, time management, and responsiveness to customer needs and deadlines.
  • Proficiency with CRM platforms (Salesforce preferred), Microsoft Office, and modern customer success and sales tools.
  • Bachelor’s degree in a relevant business discipline or equivalent experience in customer success or account management.
  • This is a full-time position.

What’s in it for You

  • Working for an established Market Leader with innovative solutions that deliver clear, measurable value to clients
  • Competitive compensation with additional variable compensation based on retention KPI’s.
  • Full benefits and 401K
  • Fitness membership reimbursement! We believe physical and mental health is important.
  • Remote employment

Fusable participates in the E-Verify program.

View the Participant & Right to Work Poster in English | Español

https://www.e-verify.gov/employers/employer-resources?resource=30

Equal Employment Opportunity - Fusable is committed to providing equal employment opportunities in all employment practices. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, citizenship status, marital status, age, disability, protected veteran status, sexual orientation or any other characteristic protected by law.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Qualifications Education Preferred Bachelor's or better. Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Top Skills

Salesforce,Crm Platforms,Microsoft Office
HQ

Fusable Charlotte, North Carolina, USA Office

1509 Orchard Lake Dr, Charlotte, North Carolina, United States, 28270 2446

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