Customer Success Manager - Insurance

Yembo

$88K — $100K *
US-AnywhereRemote in United States
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-4 years of customer success experience in a high-growth SaaS environment.
  • Exceptional virtual communication skills to build trust quickly.
  • Data-driven mindset capable of translating metrics into strategic outcomes.
  • Experience navigating complex organizational structures.
  • Highly autonomous self-starter comfortable with ambiguity.
  • Domain fluency in insurance/claims workflows or ability to learn quickly.
  • Proficiency with CRM software such as HubSpot or Salesforce.

Responsibilities

  • Own a book of business, managing the lifecycle of key accounts.
  • Build rapid trust with clients through virtual communication.
  • Translate usage data into compelling narratives for clients.
  • Serve as a trusted advisor with domain knowledge in insurance.
  • Proactively identify and resolve adoption gaps and efficiency issues.
  • Deliver engaging presentations on product features and best practices.
  • Engage with multiple stakeholders across client organizations.

Benefits

  • 100% Employer Covered Health Care Plan for you and your family.
  • Retirement Plan with 4% company match.
  • Life Insurance (Basic, Voluntary & AD&D).
  • Unlimited Flex PTO, Flexible Sick Leave & 11 National Holidays.
  • Parental Leave for both caregivers.
  • Annual Events & Meetups.
  • Fully Remote Work from Home.
  • Stock Option Plan.
  • Learning & Development Opportunities.
Full Job Description
Yembo is looking for a Customer Success Manager (IC3) to drive long-term value and growth for our most strategic accounts. In this role, you won't just manage relationships, you'll own them. As a trusted advisor, you'll partner with our clients to deeply understand their business objectives, ensuring they realize maximum value from Yembo and become lasting advocates for our product. You will directly impact our company's success by boosting customer retention, satisfaction, and loyalty.

What You'll Do:

  • Own a book of business & navigate organizations: Manage the end-to-end lifecycle for our most important accounts. You won't rely on a single champion; instead, you'll map out and build multi-threaded relationships across complex P&C carriers, engaging everyone from field adjusters and IT to executive sponsors.
  • Build rapid trust remotely: As a fully remote CSM, you will build rapport and credibility fast through virtual check-ins and emails. You'll skillfully read tone and urgency without visual cues to quickly win over busy, sometimes skeptical, insurance professionals.
  • Be a data storyteller: Don't just pull a dashboard-translate Yembo's usage and performance data into a narrative that resonates with a carrier's goals (like claims cycle time, leakage, and adjuster efficiency). You will define, track, and present hard ROI to show leadership exactly how Yembo saves them time and money.
  • Deliver value through domain fluency: Serve as a trusted advisor who speaks the customer's language. You will learn the nuances of the claims lifecycle, inspection processes, and estimation accuracy to earn credibility and solve real workflow challenges.
  • Operate with a bias toward action: Remote roles require high autonomy. You will proactively identify gaps-whether it's a stalled adoption metric, an underused feature, or a process inefficiency-and launch solutions to fix them without waiting to be handed a playbook.
  • Customer engagement: Deliver engaging enablement sessions and presentations for customers, ensuring clear communication of product features, best practices, and value propositions.


Who We're Looking For:

  • You possess 2-4 years of customer success experience within a high-growth SaaS setting.
  • You are a rapid trust-builder with exceptional virtual communication skills, able to establish warmth and professional credibility right from the first touchpoint.
  • You have a data-driven mindset and can confidently translate metrics into strategic business outcomes for VPs and C-Suite executives.
  • You are an organizational navigator who feels comfortable facilitating discussions regarding budgets, ROI, and expansion across different enterprise departments.
  • You are a highly autonomous self-starter who enjoys navigating ambiguous challenges and taking initiative to drive account health.
  • You have domain fluency in insurance/claims workflows, or a demonstrated ability to rapidly learn complex industry languages to earn credibility with end-users.
  • You are proficient with CRM software (e.g. HubSpot, Salesforce) and uses data to inform customer interactions, monitor progress, and report on key metrics.


Salary: $88-$100k

Benefits

  • 100% Employer Covered Health Care Plan for you and your family (Medical, Dental & Vision)
  • Retirement Plan (We offer a 401k with 4% company match)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Unlimited Flex PTO, Flexible Sick Leave & 11 National Holidays)
  • Parental Leave for both caregivers
  • Annual Events & Meetups
  • Work From Home (Fully Remote Team)
  • Stock Option Plan
  • Learning & Development Opportunities


If you don't meet all the requirements but think you would be a great fit for our team, we'd still love to meet you and encourage you to apply! Additionally, check out our careers page for more information on Yembo.

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