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Customer Success Manager

Pibit.ai

Customer Success Manager (US)

We are looking for a Customer Success Manager (US) to own post sale success, adoption, and growth for commercial P&C carriers and MGAs using the CURE platform. You will be the primary relationship lead for key accounts, ensuring customers realize measurable value from underwriting automation at scale. This is a high visibility, customer facing role suited for someone who can move comfortably between underwriting workflows, operations detail, and executive outcomes. You will drive onboarding, usage, renewals, and expansion in close partnership with Sales, Delivery, Product, and Support.

Key Responsibilities

  • Lead onboarding for new carrier and MGA accounts, including configuration, workflow alignment, training, and go-live readiness.
  • Build clear implementation plans with success metrics, milestones, and adoption goals across CURE modules.
  • Act as the day-to-day point of contact for customers, managing escalations, Q&A, and proactive check-ins.
  • Develop trusted relationships with underwriting, operations, innovation, and leadership stakeholders within each account.
  • Run regular business reviews to highlight impact, usage trends, and roadmap alignment while identifying new opportunities.
  • Drive adoption across use cases such as loss runs, small commercial intake, ACORD digitization, triage, appetite, and related workflows.
  • Monitor customer health, usage analytics, and outcome metrics to ensure customers achieve ROI and value realization.
  • Identify process gaps or friction points in customer workflows, propose improvements, and coordinate internal teams to resolve them.
  • Own renewals and partner with Sales on expansion opportunities across modules, volumes, and new lines of business.
  • Maintain accurate account plans, risk flags, and forecasts to support strong net revenue retention.
  • Collaborate with Product and Engineering to relay customer feedback, influence roadmap priorities, and validate new features.
  • Work with Marketing and Sales to capture customer stories, case studies, and testimonials that showcase outcomes.

Requirements

  • 3 to 7 years of experience in Customer Success, Account Management, or Implementation within B2B SaaS.
  • Background working with enterprise or mid-market clients, ideally in P&C insurance, fintech, or insurtech.
  • Strong relationship-building skills across operational users, underwriters, and senior leadership.
  • Ability to understand technical and workflow details and translate them into clear business value for customers.
  • Hands-on, execution-focused approach with comfort owning details and driving tasks to completion.
  • Experience working with CRM systems, onboarding tools, and customer health or usage analytics.
  • Prior experience in a high-growth startup environment is a plus.
  • Excellent communication and presentation skills, with confidence running business reviews and stakeholder meetings.

Why Join Us

  • Own value delivery for leading U.S. carriers and MGAs at a YC backed insurtech focused on underwriting automation.
  • Work at the center of customer, product, and sales, with direct visibility to leadership and product strategy.
  • Partner closely with customers on transformational workflows across submission intake, triage, and risk insight.
  • Be part of a fast growing company building a category defining underwriting environment with measurable customer outcomes.
  • Benefit from competitive compensation, equity participation, and significant opportunities for growth as the customer base and team scale.
Pibit.ai
Vacancy posted 2 days ago
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