Senior Customer Success Manager

Posted 24 Days Ago
Be an Early Applicant
San Francisco, CA
140K-180K Annually
Senior level
Insurance • Software
The Role
As a Senior Customer Success Manager at Federato, you will enhance customer relationships, oversee the post-sales experience, advocate for customer needs, and drive revenue growth through strategic account management while collaborating with cross-functional teams.
Summary Generated by Built In

Federato is on a mission to defend the right to efficient, equitable insurance for all. We enable insurers to provide affordable coverage to people and organizations facing the issues of today - the climate crisis, cyber-attacks, social inflation, etc. Our vision is understood and well funded by those behind Salesforce, Veeva, Zoom, Box, etc.


Federato’s AI/ML-driven platform leverages deep reinforcement learning to help insurance companies optimize the portfolio of risks they insure, allowing them to continue to provide fair and equitable pricing in difficult-to-price areas. Our category-defining ‘RiskOps’ solution drives better underwriting decisions by operationalizing underutilized data investments and surfacing real-time risk and portfolio insights. We focus on putting insurance underwriters back in the driver’s seat, helping them meet their goals while providing an important service to society.


We are looking for an amazing Customer Success Manager to enhance our growing team. This teammate will report directly to the COO and be an important part of the Go To Market organization. They will have the opportunity to both develop and grow strategic customer relationships with insurance carriers and MGAs, partner with design and engineering on customer delivery while also collaborating on shaping CS strategy with the executive team. Ultimately, this person will work directly with clients to tackle their problems and ensure their happiness and ongoing relationship with us!

What you'll get to do!

  • Be curious, listen deeply to our users and get creative to ensure that we are solving "people problems" in the insurance ecosystem
  • Own the entire post-sales experience including onboarding, implementation, renewals, up-sells, and strategic account management
  • Act a trusted advisor and advocate internally by working cross-functionally to deliver on customers need
  • Be the expert when it comes to our product and industry and ensure we are providing and communicating our value to decision makers 
  • Build and maintain strong relationships with key stakeholders and influencers at our client
  • Use data to develop insight and understanding of customer’s business needs, goals and product utilization
  • Identify and position opportunities for revenue growth and expansion

Who we hope you are!

  • 5+ years of experience in P&C or Specialty insurance, specifically underwriting, operations, product, process or systems strongly preferred
  • Experience in customer success, customer service or other client-facing, relationship management positions a plus
  • Outstanding ability to take a consultative approach, communicate and nurture positive business relationships
  • Accountability, and personal organization are essential, project management skills and agile methodology are a plus
  • Experience in leading a diverse group and training each according to needs and core values
  • Both a leader and a do-er, able to be both strategic and effective at execution
  • Strong business acumen and executive presence to convey credibility at all stages
  • Technology savvy, and an innovative problem solver
  • A business, risk management, communications or marketing degree is helpful

Here at Federato, your capabilities are important, but culture fit is quintessential. We move fast, are eager to listen to our users, take a first principles approach to solving problems, and value learning and the ability to change our minds. Most importantly, we're here to have fun. Our ability to make a difference starts with our people. We would love to work with you!


We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender expression, sexual orientation, age, marital status, veteran status or disability status. We will provide reasonable accommodation to individuals with disabilities to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation at [email protected]

The Company
San Fransisco, CA
36 Employees
On-site Workplace
Year Founded: 2020

What We Do

Federato is an underwriting platform for insurance carriers that provides real-time insights to encourage empowerment, good risk taking and strong decision-making at all levels of underwriting.

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