Customer Success Manager

TruAgents; New York (NY); Remote; USD 100,000 - 140,000; Full time

Benefits offered by this job

Equity

Job summary

TruAgents in New York/remote (US-based) is hiring a Customer Success Manager to own onboarding and drive adoption for enterprise accounts.

You will help customers realize measurable outcomes, expand opportunities, and partner with leadership on renewals and growth.

If you thrive in a fast-moving startup where the playbook is still being written and you communicate effectively with executives and practitioners, this is the role for you.

Qualifications

• 3+ years in customer success or account management at a B2B SaaS company.
• Experience working with enterprise customers, ideally in insurance or financial services.
• Strong communication skills with both practitioners and executive stakeholders.
• Comfortable in a fast-moving startup where the playbook is still being written.

Responsibilities

• Own onboarding and implementation for new enterprise accounts
• Drive adoption, engagement, and measurable outcomes across the customer base
• Serve as the trusted advisor and primary point of contact for customer stakeholders
• Identify expansion opportunities and partner with leadership on renewals and growth
• Channel customer feedback into the product roadmap

Skills

Customer success

Account management

Enterprise customers

Communication

Job description

Customer Success New York / Remote (US-based) Full-time $100K – $140K + Equity

Own the customer relationship end to end for enterprise insurance and financial services accounts. You'll drive onboarding, adoption, and expansion — making sure every customer sees measurable outcomes from TruAgents.

Key responsibilities

• Own onboarding and implementation for new enterprise accounts
• Drive adoption, engagement, and measurable outcomes across the customer base
• Serve as the trusted advisor and primary point of contact for customer stakeholders
• Identify expansion opportunities and partner with leadership on renewals and growth
• Channel customer feedback into the product roadmap

Requirements

• 3+ years in customer success or account management at a B2B SaaS company
• Experience working with enterprise customers, ideally in insurance or financial services
• Strong communication skills with both practitioners and executive stakeholders
• Comfortable in a fast-moving startup where the playbook is still being written