Customer Success / Operations Lead
$90k - $115kCoverflow
Background:
The insurance brokerage industry brings in over 400 billion in revenue annually, yet over 130 billion of that is wasted on repetitive, manual processes: reading millions of pages, inputting data into legacy systems, and filing paperwork.
Who We Are:
Coverflow helps insurance brokers automate their most challenging workflows. Our AI platform integrates with client data systems to analyze millions of data points, enabling brokerages to work more efficiently and deliver deeper insights, giving them back thousands of hours annually.
Trusted by leading regional and national agencies, we ingest thousands of policies weekly and have processed over $5B in premium flow through our platform. Backed by AIX Ventures, Founder Collective, and Afore Capital, we've achieved >15x revenue growth since launching in 2025.
The Role:
We are looking for a Customer Success/Ops Lead with 2-4 years of experience to scale our Customer Success engine. You'll be a great fit if you are a systems thinker who can manage your own book of business while building the backend processes that allow our CS team to scale, ensuring our customers are so happy they never churn.
What will you be doing?
- Own customer retention and happiness for your own book of business.
- Build and refine playbooks for onboarding, renewals, and account reviews.
- Act as the voice of the customer, working directly with the product team to build features that solve real problems.
- Guide new customers through implementation and create SOPs to make future onboardings faster.
Key Requirements
- 2-4 years of experience in B2B SaaS, with a mix of Customer Success and Revenue/CS Operations.
- A systems thinker who knows how to build and leverage automation.
- Excellent communication skills with the ability to explain technical concepts simply.
- Willingness to travel occasionally to meet with customers.
- A proactive approach to solving problems before a customer brings them up.
Compensation:
- Base: $90K - $115K
- Generous Equity package
- Health, dental, vision, 401k
- Team Lunches & Snacks, Transportation Stipend, Team off-sites, etc.
- In-person in San Francisco
Must be authorized to work in the U.S. without sponsorship.
Vacancy posted 1 day ago
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