AI-Driven Enterprise Insurance CSM Lead

Quandri Technologies, Inc.; California; Hybrid; USD 145,000 - 175,000; Full time

Benefits offered by this job

Employee stock options

Comprehensive health benefits

4 weeks paid vacation per year

Global travel flexibility (60 days/yr)

Job summary

Quandri is seeking a Lead Customer Success Manager to own and grow our largest enterprise accounts in the US market. You will engage with C-suite stakeholders, drive product adoption, and orchestrate cross-functional relationships to deliver measurable business outcomes.

You will act as the primary advocate for your assigned customers, accountable for retention and revenue growth, partnering with Sales, Product, Marketing and Implementation to automate insurance brokerage processes.

Qualifications

• 5+ years experience in Customer Success or Account Management within a SaaS environment.
• Minimum 3 years managing strategic enterprise accounts.
• Knowledge of insurance brokerage workflows or related financial services is desirable.
• Strong data-literacy and ability to translate product metrics into ROI.

Responsibilities

• Become an expert in our products and clearly communicate Quandri's value.
• Understand insurance broker landscape and personal lines renewals processes.
• Provide adoption and change management sessions for customers.
• Own end-to-end relationships with large enterprise customers.
• Build multithreaded connections at executive, operational, and technical levels.
• Lead strategic conversations and executive alignment sessions.
• Forecast renewals and identify risks early; coordinate internal resources.
• Collaborate with Sales to uncover revenue expansion and upsell opportunities.
• Plan and lead onsite workshops and working sessions at customer sites.
• Drive product adoption through tailored guidance for complex brokerages.
• Translate platform capabilities into tangible business outcomes.
• Provide prioritized customer feedback to Product and Engineering teams.
• Ensure seamless customer experience with Implementation, Support, Product, Marketing and Sales teams.
• Share knowledge and continuously improve CS methodologies.

Skills

Customer Success

Enterprise Accounts

SaaS

Executive communication

Tools

HubSpot CRM

Job description

Quandri is seeking a Lead Customer Success Manager to own and grow our largest enterprise accounts in the US market. You will engage with C-suite stakeholders, drive product adoption, and orchestrate cross-functional relationships to deliver measurable business outcomes.

You will act as the primary advocate for your assigned customers, accountable for retention and revenue growth, partnering with Sales, Product, Marketing and Implementation to automate insurance brokerage processes.