Customer Success Manager (English and Russian / Ukrainian are required)

About the Role

As a Customer Success Manager, you will play a critical role in supporting our clients after the policy bind process (Post-Bind). You will ensure they fully understand how to use our insurance services, assist with onboarding and training, and provide ongoing support to drive satisfaction and retention.

Key Responsibilities

Manage and support clients through post-bind processes

Help customers understand how to effectively use our services and platforms

Onboard and train new clients

Build and maintain strong, long-term relationships with clients

Respond to customer inquiries and resolve issues in a timely and professional manner

Monitor customer engagement and identify opportunities for upsell or additional support

Collaborate with internal teams to continually improve the customer journey

Tools You’ll Use

Salesforce Sales Cloud (CRM & task management)

Zoom Phone and Zoom WorkSpace (client communication & collaboration)

DocuSign (document handling & signature collection)

Office 365 (Outlook, Excel, Word, Teams, etc.)

Other internal systems and tools as required

Requirements

Previous experience in Customer Success, Account Management, or a related customer-facing role

Understanding of insurance industry processes is a plus, especially post-bind workflows

Strong communication and problem-solving skills

Comfortable with remote work and multitasking across multiple systems

Tech-savvy and experienced with digital tools and platforms

Availability to work full-time during Pacific Time (PT) business hours

What We Offer

100% Remote work

Collaborative and supportive team culture

Training and growth opportunities

Competitive compensation based on experience

Interested?

We’d love to hear from you! Please submit your resume and a short note about why you're a great fit for this role.