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Associate Customer Success Manager

Role overview

Qualifications

  • 1–3 years of client-facing, support, or professional services experience
  • Strong communication skills with a customer-first, empathetic approach
  • Familiarity with Salesforce or other CRM platforms
  • Detail-oriented with an interest in leveraging AI to improve efficiency

Responsibilities

  • Deliver exceptional customer service to drive retention and NPS
  • Build trusted customer relationships and set clear expectations
  • Lead QBRs and Strategic Success Planning discussions
  • Monitor customer health, engagement, and product adoption

Key facts

Other skills

  • Customer Service
  • Problem Solving
  • Microsoft Office
  • Communication
  • Detail Oriented

About the company

Ivans logo

Ivans

Ivans is where insurance carriers, agents, and MGAs come together to grow their businesses. Every day, our 34,000 agents and 450 carrier partners plug into technology that empowers them to better determine appetite and eligibility, swiftly produce quotes, get accurate claims and commission updates, automatically communicate policy data, and connect to one another to drive new business. With easier ways to get the day’s work done, insurance professionals can open the door to more revenue without letting complexity in behind it.

Company details

Company typeSME
Company size201 - 500

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Job description

Job Description:

Amazing Career Moments Happen Here  

Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we’re not just redefining what’s achievable, we’re creating a place where amazing career moments are made possible.  

  

Position Overview  

We’re seeking an Associate Customer Success Manager to join our Customer Success team in a remote capacity within the United States, with preference given to candidates located in the Chicago, Dallas, and Atlanta areas. The ideal candidate is an early-career professional who is eager to learn, build customer relationships, and grow within Customer Success. This role offers the opportunity to develop skills the Applied way while supporting customer retention and success.

 

To keep us headed in the right direction, we’re looking for people who understand winning is a team sport, who value and seek to learn from our team’s diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun. 

  

What You’ll Do

  • Deliver exceptional customer service to drive retention and NPS.
  • Build trusted customer relationships and set clear expectations.
  • Lead QBRs and Strategic Success Planning discussions.
  • Monitor customer health, engagement, and product adoption.
  • Partner across teams to resolve issues and support growth.

  

We’re Excited to Learn More About You

 

Your experience may include:

  • 1–3 years of client-facing, support, or professional services experience.
  • Strong communication skills with a customer-first, empathetic approach.
  • Familiarity with Salesforce or other CRM platforms.
  • Detail-oriented with an interest in leveraging AI to improve efficiency.

 

You may have other skills or credentials, including:

  • Insurance industry knowledge or experience.
  • Strong problem-solving skills with a focus on delivering customer value.
  • Ability to analyze customer needs and recommend effective solutions.
  • Beginner to intermediate skills with MS Office, Salesforce, and Tableau.


Location

  • Candidate will need to reside in the United States, working arrangement will be remote 

We know that talent comes from all backgrounds and experience levels. We encourage military members and their spouses, as well as candidates without a degree or a background in tech to apply!

  

When You Join Team Applied, You Can Expect:  

 

A culture that values who you are and recognizes that you aren’t just an employee; you are a teammate, and you matter. We thrive on the benefits of our different experiences and celebrate the uniqueness our teammates bring to work with them every day.  

 

We flex our time together, collaborating remotely and in-person to empower our teams to work in the ways that work best for them.  

 

A comprehensive benefits and compensation package that centers our teammates and helps them to bring their best to work every day:  

  • Medical, Dental, and Vision Coverage 
  • Holiday and Vacation Time 
  • Health & Wellness Days 
  • A Bonus Day for Your Birthday 

Our targeted starting base salary in the United States for this position ranges from $60,000 - $85,000 USD. To determine a new team member’s starting pay, we consider a variety of factors, including someone’s depth, breadth, and variety of experience, skills, and responsibilities. Depending on the role, team members may also be eligible to participate in additional compensation plans such as bonus and commission.

 

Learn more about the people behind our products at https://www1.appliedsystems.com/en-us/about-us/jobs/  

  

Your Security Matters:  
 Our candidates’ personal information and online safety are top of mind for us. At Applied, we proactively protect your personal information and only communicate with candidates via a secure @appliedsystems.com email or through our official careers portal. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers.   

 

EEO Statement    

Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don’t discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.   

  

#LI-Remote #LI-US

 

 

 

 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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