Entry-Level Customer Success Manager - Grow 100+ Accounts

Smartfinancial.com; Newport Beach (CA); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

401k with company match

Health insurance

Dental insurance

Life insurance

Employee referral bonus

World-class culture

Job summary

SmartFinancial in Newport Beach, CA is seeking an entry-level Customer Success Manager 1 to help insurance agents maximize value on our platform. This in-office role emphasizes relationship building, problem solving, and achieving measurable results with smaller accounts.

You will grow your book to 100+ active accounts, re-engage inactive customers, and optimize settings to improve KPIs while preparing for future growth to CSM2 or SCSM.

Qualifications

• 1–2+ years in customer service, customer success, sales, or related role.
• Proven ability to meet KPIs, activity goals, or targets.
• Experience with insurance agencies, insurtech, or marketplace businesses is valued.
• Experience with high-volume calling and regular customer communication.
• Strong communication and relationship-building to understand and solve customer needs.

Responsibilities

• Grow a book of 100+ active accounts and build strong client relationships.
• Win back inactive/lower-spending customers to create growth opportunities.
• Optimize lead performance, targeting, pricing, and account settings for better value.
• Drive results by improving key metrics like CAC, close rate, lead quality, ROI.
• Retain customers by building trust and proactively addressing issues.
• Own assigned customers with consistent communication toward business goals.
• Address questions, objections, and feedback using established processes.
• Deliver a best-in-class customer experience while hitting activity, retention, and growth goals.

Skills

1–2 years experience

KPIs

insurance agencies experience

high-volume calling

communication skills

problem solving

coachable

attention to detail

in-office full-time

Tools

CRM software

Job description

SmartFinancial in Newport Beach, CA is seeking an entry-level Customer Success Manager 1 to help insurance agents maximize value on our platform. This in-office role emphasizes relationship building, problem solving, and achieving measurable results with smaller accounts.

You will grow your book to 100+ active accounts, re-engage inactive customers, and optimize settings to improve KPIs while preparing for future growth to CSM2 or SCSM.