Fusable Logo

Fusable

Client Success Manager - Insurance

Posted 3 Days Ago
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 engagement, retention, onboarding, training, and measurable outcomes. Lead business reviews, surface VOC insights, mitigate risks, support upsell opportunities, maintain CRM records, and act as a trusted advisor across cross-functional teams.
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

Similar Jobs

5 Minutes Ago
Remote
United States of America
173K-223K Annually
Expert/Leader
173K-223K Annually
Expert/Leader
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3
Lead end-to-end concept development and art direction for global brand and campaign work, translate complex blockchain and financial concepts into clear visual storytelling, ensure on-brand multi-channel execution, and partner with cross-functional teams and agencies to deliver compliant creative.
5 Minutes Ago
Remote
United States of America
213K-273K Annually
Senior level
213K-273K Annually
Senior level
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3
Lead and execute investor relations for Circle by supporting the VP and CFO, engaging sell-side and buy-side analysts/investors, developing valuation models and the company investment narrative, preparing earnings and investor materials, building IR reporting infrastructure, and coordinating cross-functionally while adapting to a dynamic blockchain/crypto environment.
Top Skills: Apple MacosGoogle SuiteSlack
5 Minutes Ago
Remote
United States of America
140K-185K Annually
Senior level
140K-185K Annually
Senior level
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3
Develop insight-led creative strategy and briefs for the Circle brand. Translate brand strategy and research into actionable narratives, align stakeholders, and guide creative and design teams to produce compelling work.
Top Skills: Apple MacosChatgptGeminiGoogle SuiteSlack

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account