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Senior Customer Success Manager

Role overview

Qualifications

  • 7+ years of experience in SaaS, with at least 3+ in PC, Specialty Insurance, or Insurtech
  • Proven experience partnering with large enterprise level organizations in customer success
  • Outstanding ability to take a consultative approach and nurture positive business relationships
  • Strong business acumen and executive presence

Responsibilities

  • Own the entire post-sales experience including onboarding, renewals, up-sells, and strategic account management
  • Act as a trusted advisor and advocate internally by working cross-functionally to deliver on customers needs
  • Drive product adoption and value realization for post-go-live customers
  • Build and maintain strong relationships with key stakeholders and influencers at our client

Key facts

Other skills

  • Consultative Approaches
  • Relationship Management
  • Program Management
  • Training And Development
  • Business Acumen
  • Executive Presence
  • Communication
  • Creativity
  • Problem Solving

About the company

Federato logo

Federato

Computer Software / SaaS

Federato's RiskOps underwriting platform for insurance carriers, MGAs and MGUs provides real-time risk selection and portfolio insights to empower underwriters to balance their book of business and make better underwriting decisions.

Company details

Company typeStartup
IndustryComputer Software / SaaS
Company size11 - 50

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Job description

There's nothing more exciting than transforming an industry that's been stagnant for decades.

Federato is an AI-native platform that’s bringing agentic AI to the full policy lifecycle. We’re aggressively transforming how insurance work gets done, and the world is paying attention: we've raised $180 million, including a $100 million Series D from Goldman Sachs. We have powerful product-market fit, and we're growing fast globally.

You'll get to work on complex problems with one of the most advanced AI teams you'll find anywhere. If you're the person we need, you know that AI bolted onto legacy systems is too weak to matter. That's why we built our platform to be AI-native from day one. That's why you can do here what you can never do at a legacy software company. move fast and prove it, not theorize it. We think from first principles. You’ll work on problems that matter, building software that fundamentally changes how insurance operates.

What You'll Be Doing:

  • Be curious, listen deeply to our users and get creative to ensure that we are solving "people problems" in the insurance ecosystem
  • Own the entire post-sales experience including onboarding, renewals, up-sells, and strategic account management for enterprise level customers
  • Act a trusted advisor and advocate internally by working cross-functionally to deliver on customers needs
  • Be the expert when it comes to our product and industry and ensure we are providing and communicating our value to decision makers
  • Work in partnership with Technical Program Managers & Forward Deployed Engineering Team to guide customers through the project management and technical requirements of their implementation
  • Ensure all account issues are quickly resolved, utilizing resources from cross-functional teams internally
  • Build and maintain strong relationships with key stakeholders and influencers at our client
  • Use data to develop insight and understanding of customer’s business needs, goals and product utilization
  • Drive product adoption and value realization for post-go-live customers to maximize their success, retention, growth and expansion

What We Hope You Are:

  • 7+ years of experience in SaaS, with ideally at least 3+ of those in P&C, Specialty Insurance, or Insurtech
  • Proven experience partnering with large enterprise level organizations in customer success, customer service or other client-facing, relationship management positions
  • Renewal or commercial revenue ownership experience
  • Outstanding ability to take a consultative approach, communicate and nurture positive business relationships
  • Accountability, and personal organization are essential, project management skills and agile methodology are a plus
  • Experience in leading a diverse group and training each according to needs and core values
  • Both a leader and a do-er, able to be both strategic and effective at execution
  • Strong business acumen and executive presence to convey credibility at all stages
  • A business, risk management, communications or marketing degree is helpful

Our base compensation amount for this role is targeted to $160,000-$180,000. Final offer amounts are determined by multiple factors, including candidate location, experience, and expertise, and may vary from the amounts listed above. Total compensation package does include stock options, benefits and additional perks. 

 

Here at Federato, your capabilities are important, but culture fit is essential. We move fast, are eager to listen to our users, take a first principles approach to solving problems, and value learning and the ability to change our minds. Most importantly, we're here to have fun. Our ability to make a difference starts with our people. We would love to work with you! 


We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender expression, sexual orientation, age, marital status, veteran status or disability status. We will provide reasonable accommodation to individuals with disabilities to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation at talent@federato.ai

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MR

Marcus Rivera

Chief Revenue Officer

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