About the Position:
As a Customer Success Manager you will champion customer outcomes through ongoing collection and analysis of data and feedback and turn this into onboarding and retention strategies. You will also help provide feedback for our product roadmap on your book of business. You will be involved in project management, account management, educating the customers, demonstrating value to the customers, strategizing towards customer growth, renewal support of the customers, and more.


  • Drive retention and growth among our customers by understanding their business needs and helping them succeed.
  • Maintain a cadence of communicating with customers about their adoption trends, sentiment, and mining opportunities for deeper engagement.
  • Carry a quarterly revenue quota to expand carrier connection footprints
  • Responsible for account level expansion initiatives 
  • Identify opportunities for key customers to act as Ease advocates (e.g. testimonials, case studies).
  • Collect, analyze, and share customer outcomes with data analytics around analyze customer health metrics, NPS, other feedback.
  • Identify and represent the voice of the customer through feedback and internal collaboration on product development, marketing, and sales processes.
  • Collaborate on and support renewals and expansion opportunities.
  • Serve as the primary contact for the onboarding of new customers, the training of platform end users, and driving customers to additional product adoption.
  • Provide insights to customers to ensure that they get the most out of the platform with the aim of helping grow our customer base.
  • Being the main point of contact between the company and your portfolio of named accounts.


  • 2-5+ years in a Customer Success, Relationship Management, Account Management, or similar role.
  • Experience working with SaaS customers.
  • Experience with SaaS products and customer success processes, preferred.
  • Exceptional communication skills, highly organized, collaborative and detail oriented.
  • Experience building and maintaining relationships, while working to mitigate churn and drive engagement and renewals.
  • Empathetic, positive attitude with a desire to help our customers reach their goals.
  • Experience working with a Customer Success platform.
  • Experience with insurtech platforms or benefits administration is a plus 

Skills and Qualifications: 

  • Educated to degree level preferred but not essential
  • Experience working with, and managing, stakeholders and customers
  • A high level of accuracy and attention to detail is required
  • Excellent communication and interpersonal skills
  • Flexible approach, able to operate effectively with uncertainty and change
  • Driven, self-motivated, enthusiastic and with a “can do” attitude


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