Customer Success Manager - Formation, stage

Converge Insurance; California; Remote; USD 110,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health benefits (medical

401(k) plan with employer contribution

Flexible PTO

Job summary

Converge Insurance is seeking a Customer Success / Carrier Relationship Manager to own strategic carrier-partner relationships, drive onboarding, and ensure platform adoption. You will coordinate cross-functional teams across underwriting, actuarial, and distribution to enable seamless collaboration and execution.

You will lead training, create enablement materials, and support data/analytics needs for carrier performance and capacity planning as Converge scales globally.

Qualifications

• Bachelor's degree.
• 5+ years in insurance (cyber, specialty, or commercial P&C) preferred.
• Remote role; excellent communication and stakeholder skills.
• Experience with underwriting, distribution, broker relations, or carrier operations.
• Strong business judgment, professionalism, and executive presence.
• Exposure to InsurTech, digital underwriting or automation workflows.

Responsibilities

• Own onboarding and platform adoption with carrier-partners.
• Coordinate training and enablement materials for stakeholders.
• Manage relationships between underwriting, actuarial, distribution, and ops teams.
• Support data needs, reporting, and analytics on carrier performance.
• Assist in discussions for new product launches and international expansion.
• Communicate platform enhancements and market needs to product/engineering.

Skills

Relationship management

Stakeholder management

Communication

Project management

Training delivery

Analytics & reporting

Executive presence

Education

Bachelor's degree

Tools

CRM systems

Data analytics tools

Job description

Converge fuses cyber insurance and technology to provide businesses with clear, confident cyber protection. Deploying a proprietary data ecosystem underpinned by expert underwriting, it provides risk solutions that deliver high value strategies with improved outcomes. Our team is composed of top-tier professionals across underwriting, technology, and claims who share a passion for driving the future of cyber risk management.

The Customer Success / Carrier Relationship Manager will own strategic carrier-partner relationships to ensure successful onboarding, engagement, platform adoption, and operational execution. This role will serve as the primary point of contact between Converge and carrier stakeholders including underwriting, actuarial, claims, engineering, and distribution teams, ensuring seamless communication, coordination, and issue resolution.

This individual will play a critical role in supporting partner integration, training, and expansion initiatives, and will help drive platform growth across current and future carrier relationships as Converge scales globally.

Serve as the primary relationship manager for our current and future carrier-partners, acting as a trusted advisor and strategic liaison.

• Understand carrier-partner needs, challenges, and integration requirements, ensuring alignment across product, underwriting, engineering, and operations.
• Onboarding & Platform Adoption
• Coordinate onboarding of carrier-partner teams across underwriting, actuarial, distribution, and operational functions.
• Lead training on Converge platform capabilities and workflow processes.
• Create and maintain enablement materials, training documentation, and carrier-partner resources.
• Partner with underwriting, engineering, actuarial, distribution, support, and compliance to address needs, prioritize issues, and support feature development.
• Coordinate platform releases, enhancements, and support escalations.
• Project & Execution Support
• Manage meeting schedules, workstream alignment, and milestone tracking for carrier-partner onboarding and expansion, and keep requests aligned with agreed commitments.
• Support data, reporting, and analytics needs for carrier performance, program metrics, and capacity planning.
• Assist in discussions and readiness for new product launches and international expansion.
• Provide feedback to product and engineering teams on platform improvements and market needs.
• Support long-term capacity relationship strategy and operational readiness.

This role supports carrier-partner relationships outside the U.Australian insurance market experience, preferably in commercial and specialty lines.

• Working knowledge of Australian broker distribution, licensing, and the regulatory environment.
• Ability to translate local market and regulatory requirements into clear inputs for product, underwriting, and engineering teams.
• Australian cyber insurance experience (underwriting, product, broking, claims, or program management).
• Digital distribution experience
• Remote role. 5+ years experience in insurance (preferably cyber, specialty, or commercial P&C).
• Experience working with underwriting, distribution, broker relations, or carrier program operations.
• Demonstrated success in relationship-driven, customer-facing roles.
• Excellent communication, stakeholder management, problem-solving, and organizational skills.
• Strong business judgment, professionalism, and executive-level presence.
• Experience in customer success, program management, or carrier relationship management.
• Exposure to InsurTech, digital underwriting, technology platforms, or automation workflows.
• Background in cyber underwriting or digital production underwriting.
• Bachelor's degree.

Prolonged periods sitting at a desk and working on a computer.

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

This role may be eligible for annual performance bonuses and equity participation.

• Converge provides comprehensive health benefits (medical, dental, vision), a 401(k) plan with employer contribution, and flexible paid time off (PTO).

We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, sex (including pregnancy, gender identity, or sexual orientation), national origin, age, disability, veteran status, or any other legally protected characteristic.