Customer Success Manager

Job Title: Customer Success Manager (CSM)

Location:

Type:

Compensation:

Experience

Industry

About the Organization:

We are a U.S.-based insurance advisory firm offering personalized insurance solutions to individuals and businesses across the United States. Our focus is on delivering exceptional customer service, clear communication, and seamless support throughout the client journey. We aim to simplify the insurance process by providing reliable guidance and a professional, client-first experience.

excellent communication skills

Position Overview:

The Customer Success Manager (CSM) will serve as the primary point of contact for clients and advisors, ensuring efficient communication, timely follow-ups, and accurate documentation. This role requires strong coordination abilities, professionalism, and the capacity to work independently in a fast-paced remote environment aligned with Eastern Standard Time (EST).

Key Responsibilities:

● Manage and maintain founders’ calendars by scheduling, organizing, and following up on all client meetings.

● Handle client email communication through company and founder accounts reviewing, prioritizing, and responding promptly and professionally.

● Prepare and share detailed meeting notes after each discussion, ensuring accurate documentation in the CRM platform.

● Coordinate effectively with advisors to ensure seamless and timely client communication and service delivery.

● Upload, organize, and maintain updated client documents and data in the CRM.

● Directly engage with clients to address queries, schedule meetings, and provide high-quality support.

● Track client deliverables and follow up with internal team members as needed.

● Maintain a high level of professionalism, confidentiality, and responsiveness across all interactions.

● Support leadership in enhancing client experience and operational workflows.

Requirements:

● Bachelor’s degree in Business Administration, Communications, or a related field.

● 2–4 years of experience in Customer Success, Account Management, or Client Relations (experience in insurance/financial services is a plus).

● Excellent verbal and written communication skills.

● Strong organizational, coordination, and time-management abilities.

● Proficiency in CRM systems, Google Workspace, Microsoft Office Suite, and similar tools.

● Ability to work independently in a remote setup while handling multiple priorities.

Eastern Standard Time (EST)

What We Offer:

● Remote work flexibility.

● Opportunity to work closely with a client-focused and growth-driven leadership team.

● Exposure to the U.S. insurance market.

● A supportive, growth-oriented work culture with continuous learning opportunities.