Customer Success & Operations Manager
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-02-06
Listing for:
Beagle
Full Time
position Listed on 2026-02-06
Job specializations:
-
Management
Client Relationship Manager -
Business
Client Relationship Manager, Customer Success Mgr./ CSM
Job Description & How to Apply Below
At Beagle, we are rebuilding the insurance industry from the ground up, starting with renters insurance for property managers and multifamily portfolios. We are part of Corgi, a Y Combinator–backed insurtech, and are scaling nationwide from our Chicago and Dallas offices.
Customer Success & Operations ManagerWe are hiring a Customer Success & Operations Manager who combines client success, operational accuracy, and data‑driven process management. You will ensure every property manager thrives using Beagle’s platform, from onboarding through long‑term retention.
What You’ll Do Customer Success & Relationship Management- Serve as the main point of contact for assigned clients from onboarding through renewal.
- Lead new client launches and ensure smooth adoption across their portfolios.
- Monitor account health, retention metrics, and satisfaction (CSAT/NPS).
- Conduct quarterly reviews to identify opportunities and improve performance.
- Collaborate with Sales, Product, and Risk teams to resolve client issues promptly.
- Audit billing, compliance percentages, unit counts, and GL code mapping within Beagle’s Insurance Operating System (IOS).
- Maintain accuracy across dashboards, reports, and billing workflows.
- Generate insights for leadership and proactively address discrepancies.
- Develop SOPs and playbooks for onboarding, reporting, and troubleshooting.
- Train internal teams (AEs, AMs, and CS) on product and process workflows.
- Partner with Product to enhance tools, reporting, and overall client experience.
- Two to five years of experience in Customer Success, Operations, or Implementation (preferably SaaS, Prop Tech, or Insurance).
- Strong technical aptitude and familiarity with property‑management software and CRMs.
- Excellent attention to detail and a data‑integrity mindset.
- Clear communicator able to translate technical systems for non‑technical stakeholders.
- Process‑driven, organized, and comfortable working in a fast‑paced, in‑person startup environment.
- Availability to work on‑site Monday through Friday, 7:30 AM–6:00 PM, with shorter hours on Saturdays (typically 10:00 AM–4:00 PM).
Senior Customer Success Manager, Implementation Manager, or Account Manager
- Cross‑Functional
Collaboration:
Work directly with Sales, Product, and Risk. - Mission with Momentum:
Redefine insurance through data accuracy and automation. - Career Acceleration:
High performers advance quickly into leadership or commercial roles. - Operational Excellence Culture:
Every process you improve scales nationally.
In‑person only
· Full‑time
· Chicago or Dallas
Work hours:
Monday–Friday, 7:30 AM–6:00 PM;
Saturdays, 10:00 AM–4:00 PM.
If you are ready to combine customer success with operational precision, join us in rebuilding insurance from the ground up.
Preferred Skills- Customer Success Management
- Operations Management
- SaaS
- Property Management Systems (Yardi, App Folio, Entrata)
- Account Management
- Process Improvement
- Insurance Operations
- Data Analysis
- Reporting and Analytics
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