

Customer Success Manager, SaaS
Manage renewals, product adoption, and account growth for enterprise customers using Riskonnect’s integrated risk management software. Build customer health, retention, and satisfaction through ongoing account engagement.
Description
- Manage a portfolio of accounts against targets while supporting customer satisfaction and value realization.
- Lead account relationships across an assigned customer portfolio.
- Monitor customer health across assigned accounts.
- Improve product adoption through onboarding, web training, and email campaigns.
- Oversee customer renewals.
- Stay in touch with key decision-makers and stakeholders, and arrange stewardship meetings.
- Coordinate with internal teams to resolve issues and escalate them when needed.
- Document and track customers’ desired outcomes.
- Work with the Success Consultant on daily customer requests and status meetings.
- Clarify customer needs and objectives, then develop and present solutions.
- Recommend and coordinate cross-functional improvements to the Customer Lifecycle.
- Carry out corrective action plans for at-risk customers and monitor results.
- Find opportunities to expand accounts through upselling and cross-selling.
- Map customer stakeholders and users to Customer Personas.
- Work with Account Executives on growth strategies during Quarterly Business Reviews.
- Handle customer feature requests.
- Stay current on Riskonnect products, services, and industry developments.
- Travel to customer sites as needed.
Requirements
- At least five years in a customer-facing role in the enterprise software industry.
- Familiarity with Microsoft Office and/or Google Workspace.
- Experience with Salesforce and Gainsight.
- Ability to track and organize action items across more than 50 enterprise software customers.
- Ability to prioritize work and deliver in a fast-paced environment.
- Ability to build customer relationships remotely by phone, email campaigns, conference calls, and web training.
- Ability to develop relationships with senior stakeholders.
- Ability to analyze customer data and recommend insights and adoption steps.
- Empathy for customers and an ability to understand value from their perspective.
- Analytical, process-oriented approach.
- Clear communication skills, including explaining complex concepts to customers and executives.
- Sound judgment and timely decision-making.
- Bachelor’s degree preferred.
- At least five years of experience or knowledge in the insurance industry, or SaaS experience.
- Two to four years of customer-facing experience in SaaS, sales support, or operations.
- Foundational sales and negotiation skills.
- Proficiency with Salesforce CRM and Excel or Google Sheets.
- Strong communication and organizational skills.
- Ability to manage multiple renewals at once.
- Strong attention to detail and process orientation.
- Customer-first approach and collaborative working style.
- Experience in risk and insurance customer support preferred.
Benefits
- Equal-opportunity employer.
- Employee-first culture.
- Opportunities to develop commercial and negotiation skills.
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