Sure - Customer Success Manager
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Requirements
• 3–5 years in customer success, account management, or partnerships either in insurtech, fintech, or B2B SaaS strongly preferred • Experience owning GWP or revenue metrics for a book of accounts • Strong relationship builder, able to operate across levels of a partner org from ops contacts to executive sponsors • Clear communicator in writing and in meetings; able to run QBRs and business reviews independently • Comfortable working in ambiguity across cross-functional teams; strong influencer without direct authority • Sure is currently hiring employees with residence in the following states: AZ, CA, CO, FL, GA, IL, MD, MA, MI, NE, NJ, NM, NY, OR, PA, SC, TX, UT, WA
Responsibilities
• Own the overall program timeline end-to-end, coordinating with EPD and the Sprint Planner to keep delivery on track • Gather and document partner requirements into clear deliverables that EPD can execute on; hand off solutioning when technical decisions arise • Serve as the primary day-to-day partner contact during implementation; transition relationship continuity to the CSM at launch • Track and communicate project health proactively — flag delays, blockers, and scope risks early and drive resolution • Craft clear, well-written deliverables including meeting agendas, minutes, and business reviews for internal and external stakeholders • Maintain a tight feedback loop with the assigned CSM and accurate records in Sure's CRM (Attio)
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