AI-Driven Customer Success Manager for Insurance SaaS

Cara; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

Cara is seeking a Customer Success Manager to guide agencies and brokerages through onboarding, adoption, and renewal of Cara's platform. You will own the customer journey, work with clients to maximize value, and collaborate with founders and product teams to shape post-sale strategy.

You'll build strong relationships with executives and frontline users, manage onboarding, training, and ongoing support, and help drive expansion opportunities in a high-growth, AI-powered insurance tech

Qualifications

• 2+ years of experience in Customer Success, Solutions Consulting, or similar client-facing AI/SaaS role.
• Proven ability to manage customer relationships and drive adoption in a high-growth environment.
• Strong ability to translate complex technology into clear operational and business value.
• Excellent communication and relationship-building skills across executives and frontline teams.
• Highly organized and able to manage multiple accounts simultaneously.
• Entrepreneurial mindset—thrives in a fast-paced, ambiguous environment with significant ownership.
• Bonus: experience with insurance agencies, brokerages, or financial services; familiarity with AI/vertical SaaS.

Responsibilities

• Lead customer onboarding & implementation: Drive successful rollouts and seamless integration into client workflows.
• Adoption & enablement: Train producers, account managers, and servicing teams to embed Cara.
• Customer relationship management: Serve as the primary post-sale contact with executives and frontline users.
• Customer support & SLA management: Triage tickets, handle inquiries and feature requests, coordinate with engineering.
• Customer health & retention: Monitor usage, renewals, and identify expansion opportunities.
• Product feedback loop: Relay customer insights to product/engineering to influence roadmap.

Skills

Customer Success

Relationship management

Communication

SaaS domain knowledge

Job description

Cara is seeking a Customer Success Manager to guide agencies and brokerages through onboarding, adoption, and renewal of Cara's platform. You will own the customer journey, work with clients to maximize value, and collaborate with founders and product teams to shape post-sale strategy.

You'll build strong relationships with executives and frontline users, manage onboarding, training, and ongoing support, and help drive expansion opportunities in a high-growth, AI-powered insurance tech