Customer Success Manager

Outmarket AI; United States; Remote; USD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Equity opportunities

Work with industry leaders

Fast-paced work environment

Job summary

A leading insurance technology firm is seeking a Customer Success Manager to build strong relationships with clients and ensure effective onboarding. The role involves leading customer implementations, gathering feedback for product improvements, and driving customer retention efforts. Ideal candidates will have excellent skills in customer service and communication, as well as a background in the insurance industry. This position offers competitive compensation, a chance to work with industry leaders, and the opportunity to shape customer success as the company evolves.

Qualifications

• Proven ability to drive customer retention and long-term account health.
• Effective verbal and written communication skills with a customer-centric mindset.
• Ability to manage multiple accounts and prioritize tasks in a dynamic work environment.
• Excellent verbal and written communication with a customer-centric approach.

Responsibilities

• Lead onboarding and implementation for new customers.
• Build strong relationships with brokers and agency teams.
• Serve as the primary contact for customers during onboarding and training.
• Help customers incorporate Outmarket into their workflows.
• Identify opportunities to increase product adoption.
• Gather customer feedback and improve the platform.
• Develop repeatable onboarding processes and training materials.
• Drive customer retention by proactively addressing needs.

Skills

Customer satisfaction

Customer service

Relationship building

Analytical skills

Communication skills

Account management

Tools

Applied Epic

AMS360

ImageRight

HawkSoft

Zywave

Job description

At Outmarket, we are building the future of commercial insurance. Our AI-powered platform helps insurance brokers and agencies automate workflows, review policies, compare quotes, generate proposals, and extract insights from their data.

Outmarket AI provides a comprehensive AI-powered platform designed specifically for the insurance industry, helping agents and brokers enhance revenue, improve efficiency, and mitigate risks. By integrating AI automation with top-tier enterprise security standards, including ISO 27001, HIPAA, SOC 2, and GDPR compliance, Outmarket ensures unmatched trust, speed, and accuracy. The platform enables users to expedite workflows, close deals faster, and scale operations without increasing headcount. Outmarket is redefining the industry with its unique blend of AI innovation and operational insurance intelligence.

We are already working with leading agencies across the industry and growing extremely fast. As we scale, we are looking for a Customer Success Manager who is passionate about helping customers succeed and turning great implementations into long-term partnerships. This role will report directly to the Head of Client Relationships and will work closely with our founders and product team to ensure customers see real value from the platform.

What You'll Do

• Lead onboarding and implementation for new customers to ensure fast time to value
• Build strong relationships with brokers and agency teams using the platform
• Serve as the primary contact for customers during onboarding, training, and early adoption
• Help customers incorporate Outmarket into their daily workflows
• Identify opportunities to increase product adoption and expand usage across teams
• Gather customer feedback and work closely with product and engineering to improve the platform
• Develop repeatable onboarding processes, training materials, and playbooks that scale
• Drive customer retention by proactively addressing needs and solving problems before they escalat e
• Serve as the voice of the customer across product, engineering, and go-to-market teams

What We're Looking For

• Strong skills in customer satisfaction, customer service, and relationship building
• Proven ability to drive customer retention and long-term account health
• Excellent analytical skills to identify trends, solve problems, and implement improvements
• Effective verbal and written communication skills with a customer-centric mindset
• Ability to manage multiple accounts and prioritize tasks in a dynamic work environment

Strong Plus

• Experience working at an insurance broker, agency, MGA, or carrier
• Familiarity with agency management systems such as Applied Epic, AMS360, ImageRight, HawkSoft, Zywave, or similar AMS platforms
• Experience implementing workflow or automation tools
• Interest in AI-powered software and data-driven platforms

What You Will Get

• Competitive compensation and meaningful equity
• The opportunity to work directly with founders and senior leadership
• A front-row seat to building a category-defining company in insurance technology
• Work closely with a team who previously built and scaled products at Uber, Meta, IBM, Adobe, Newfront, Salesforce, DocuSign, and Ethos
• Partner with some of the most respected agencies in the industry
• Play a key role in shaping the customer success function as the company scales
• A fast-paced, high-trust environment where great work gets noticed quickly
• Remote-first team with a strong culture of ownership and execution