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Customer Success Manager (Employee Benefits)

Role overview

Qualifications

  • Deep domain expertise in Employee Benefits
  • Experience in SaaS or commercial insurance industry
  • Strong relationship-building skills
  • Ability to drive customer adoption and satisfaction

Responsibilities

  • Own onboarding and activation for Employee Benefits agencies and brokers
  • Build and maintain trusted relationships with EB group leaders and brokers
  • Serve as the primary post-sale point of contact for customers
  • Identify opportunities for expansion within existing accounts

Key facts

Other skills

  • Relationship Management
  • Training And Development
  • Engagement Skills
  • Communication
  • Problem Solving
  • Teamwork

About the company

Outmarket AI logo

Outmarket AI

Company details

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Job description

ABOUT OUTMARKET

Outmarket is an AI-powered platform purpose-built for commercial insurance agencies. We help brokers, MGAs, and carriers extract insights, automate workflows, and move faster by turning unstructured data into action.

Employee Benefits is one of our fastest-growing customer segments, and we are looking for a Customer Success Manager with deep domain expertise to help scale it. This person will serve as a strategic partner to customers and an important internal voice as we continue building our product and go-to-market approach in EB.

ABOUT THE ROLE

We are hiring a Customer Success Manager to own the post-sale customer journey for our Employee Benefits segment. You will report to the Head of Customer Success and work closely with the Chief Revenue Officer, partnering with customers from onboarding through renewal and expansion.

This is a high-impact role for someone who understands the Employee Benefits ecosystem and enjoys building in a fast-moving environment. You will work directly with brokers, agency leaders, and account teams to drive adoption, deepen relationships, and help shape how we scale customer success for this part of the business. If you are energized by ownership, close customer partnership, and helping define the playbook as a company grows, you will likely thrive in this role.

WHY THIS ROLE

  • Join a fast-growing segment with strong customer momentum and meaningful opportunity ahead.

  • Work closely with the Head of Customer Success and CRO on customer growth, retention, and expansion strategy.

  • Own the customer experience end to end, from onboarding and activation through renewal and upsell.

  • Help shape the product roadmap by serving as a direct voice of the customer for the Employee Benefits market.

  • Join a high-caliber team built from Meta, IBM, Adobe, Salesforce, DocuSign, and Uber, with real ownership, strong trust, and meaningful equity.

WHAT YOU’LL DO

  • Own onboarding and activation for Employee Benefits agencies and brokers using the Outmarket platform, driving fast time to value and strong adoption.

  • Build and maintain trusted relationships with EB group leaders, benefits brokers, and account managers across commercial insurance agencies.

  • Serve as the primary post-sale point of contact for implementation, training, ongoing engagement, retention, and account health.

  • Identify opportunities for expansion within existing accounts as customers grow their Employee Benefits business.

  • Translate customer feedback into actionable product insights that help inform roadmap prioritization.

  • Build and improve scalable onboarding materials, training content, and Customer Success processes that grow with the business.

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MR

Marcus Rivera

Chief Revenue Officer

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