Customer Success Manager

TruAgents; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

TruAgents is seeking an Enterprise Customer Success Manager to own end-to-end relationships with large accounts in the US. You will lead onboarding, drive adoption, and ensure measurable outcomes while serving as the trusted advisor to executive stakeholders.

In this role, you will identify expansion opportunities, collaborate on renewals, and relay customer feedback to influence the product roadmap. A strong communicator with experience in B2B SaaS is essential.

Qualifications

• 3+ years in customer success or account management at a B2B SaaS company.
• Experience with enterprise customers, ideally in insurance or financial services.
• Strong communication with practitioners and executives.
• Comfortable in a fast-moving startup where the playbook is evolving.

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

Communication

Startup environment

Job description

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