Customer Success Manager

Customer Success Manager / Senior Customer Success Manager

About Convr:
Convr is an AI underwriting, data, and intelligent document processing workbench that drives world‑class customer experiences. It delivers premium growth, insights and efficiency for commercial P&C insurance organizations of all sizes, including many top carriers, MGAs, brokers and reinsurers.

Founded in 2016, Convr solves the greatest challenges of commercial insurance organizations. With rapid technological advances, commercial carriers, MGAs and brokers struggle to keep up with technology enablement and efficiency demands. Outdated processes, inaccurate data and legacy technologies hold them back from elevating and delivering better customer experiences, adding time and costs while increasing manual entry errors.

Convr empowers commercial P&C insurers to manage the underwriting process from submission to quote via an on‑demand software platform equipped with a purpose‑built AI decisioning engine. Our vision is to transform the world through data, discovery, decision – enabling frictionless experiences, superior performance, optimal efficiency and world‑class customer engagement from submission to quote.

As a Customer Success Manager on the Customer Experience Team, you will be the primary link between Convr and our customers. You will ensure customers get the most from Convr’s platform, enable them to pursue strategic objectives, and help them achieve desired business goals. You should be a trusted advisor and collaborative teammate to cross‑functional internal teams.

• Have at least 3+ years of experience in Customer Success and/or Professional Services in the Insurtech industry or underwriting space.
• Are extremely organized and able to multi‑task, managing multiple customers with competing priorities.
• Have experience in Insurtech, Commercial P&C insurance, underwriting or operations.
• Have an unparalleled dedication to the customer’s best interest.
• Are a natural communicator who adjusts style to match the audience.
• Have excellent oral and written communication skills, including experience working with cross‑functional teams and presenting to business executives.
• Have the ability to continuously improve Customer Success and Professional Services across the company, fostering a culture focused on customer delight.

• Drive Convr platform adoption, helping customers achieve business objectives and staying hands‑on with the platform.
• Own customer communication to ensure a streamlined experience.
• Use knowledge of Convr and insurance industry practices to craft and present strategic solutions that help customers realize their goals.
• Identify growth potential related to additional Convr platform functionality or services opportunities.
• Calculate risk forecasts based on product adoption; manage renewal, upsell, and cross‑sell opportunities within assigned accounts, achieving targeted renewal rates.
• Orchestrate internal Convr teams, ensuring the voice of the customer informs product and strategic decisions.
• Collaborate to address customer challenges with urgency.

• 3+ years of experience in Customer Success and/or Professional Services in the Insurtech industry or underwriting space.
• Experience using Salesforce, Zendesk, and Jira.
• 3+ years of experience with, and deep knowledge of, commercial P&C insurance products, services, channels, functions, and processes (underwriting & operations a plus).
• Demonstrated ability to be hands‑on and deeply understand how technology enables customer business objectives.
• Bachelor’s degree from an accredited college or university, or proven equivalent experience.

• Radical Openness – transparent communication across the board, fostering trust with team and clients.
• Flexible Life – genuine work‑life balance with flexible arrangements.
• One Team, One Mission – an “All Hands‑on Deck” mentality, seamless collaboration across departments.
• Your Impact Is Visible – a dynamic, high‑growth environment where you are a well‑known contributor changing the commercial insurance industry.
• Relentless Growth – opportunities to challenge yourself continually, driving professional development.
• Commitment to Excellence – a team of recognized experts striving for the highest standards.

• Remote work opportunities.
• Flexible paid time off.
• Company paid holidays.
• Insurance coverage (medical, dental, vision, short‑term & long‑term disability, life insurance, accident coverage).
• 401(k).
• Annual salary range: $80,000–$125,000. Final compensation will be based on location, experience, education, skills, and industry knowledge.

• Mid‑Senior level

• Full‑time

• Customer Service
• Insurance, Insurance Carriers, and Software Development