Customer Success Manager

Posted 7 Days Ago
Hiring Remotely in Chicago, IL, USA
Remote or Hybrid
Senior level
Artificial Intelligence • Insurance • Machine Learning • Software
Commercial underwriting powered by decision science/AI.
The Role
Manage strategic customer relationships for a commercial insurance SaaS platform. Drive platform adoption, customer outcomes, account health, renewals, expansions, and cross-functional product feedback. Develop scalable customer success playbooks and adoption processes while addressing customer challenges and presenting solutions to business executives. Requires deep commercial P&C insurance knowledge, SaaS customer success experience, and proficiency with Salesforce, Zendesk, and Jira.
Summary Generated by Built In

About Convr: Convr is an AI underwriting, data, and intelligent document automation workbench built for commercial P&C insurers. We help carriers, MGAs, and brokers accelerate premium growth, improve risk insights, and drive operational efficiency. 

Founded in 2016, Convr transforms outdated, manual processes into structured, decision-ready workflows. Our modular platform manages underwriting from submission through quote with a purpose-built AI decisioning context engine – grounded in a commercial insurance ontology – ensuring complete data and smarter decisions, faster, while enabling a frictionless experience and superior performance.  

  

As we scale, we’re building a team shaping the future of commercial underwriting. Join us in modernizing commercial insurance with modern AI. 

 

Role Overview: In this role, you will be joining the Customer Experience Team as a Customer Success Manager and will be the primary link between Convr and our customers. You will ensure that Convr customers make the best possible use of the Convr platform, equip them to pursue their strategic objectives, and help them achieve their desired business goals. You should have a talent for cultivating your personal brand as a trusted advisor to your customers and a collaborative teammate to cross-functional internal teams. 

 

What You’ll be Doing: 

  • Drive hands-on adoption of the Convr Platform, helping customers achieve their business objectives. 
  • Own customer communication and account health, including adoption risk, renewal readiness, and expansion signals, to deliver a streamlined customer experience. 
  • Apply knowledge of the Convr platform and insurance industry practices to present strategic solutions that help customers realize their goals. 
  • Partner with Business Development Executives on renewals, upsells, and cross-sells while achieving targeted renewal rates. 
  • Represent the voice of the customer across Convr's cross-functional teams in product and strategic decisions. 
  • Help build scalable Customer Success playbooks, adoption motions, and customer health processes that strengthen a customer-outcomes culture across Convr. 
  • Address customer challenges collaboratively and with a sense of urgency. 

 

Role Requirements: 

  • 5+ years of SaaS Customer Success experience, preferably with strategic or enterprise accounts, with accountability for adoption, retention, renewals, and measurable customer outcomes. 
  • 3+ years of experience with, and deep knowledge of, commercial P&C insurance products, services, channels, functions, and processes. 
  • To support our customers, candidates must reside in the Central or Eastern time zone.
  • Experience using Salesforce, Zendesk and Jira. 
  • Demonstrated ability to be hands on and truly understand how technology enables customer business objectives. 
  • Strong organizational skills and the ability to manage multiple customers with competing priorities. 
  • Excellent written and verbal communication skills, with the ability to adjust style to the audience and present to business executives. 
  • Bachelor’s degree from an accredited college or university, or proven experience. 

 

Why Join Convr?
Join a team of recognized experts working to transform the commercial insurance industry, where your contributions are visible and your growth is a priority. We value open communication, genuine work-life flexibility, and a collaborative culture where everyone supports one another.

     

    Benefits & Compensation: We offer remote work opportunities, flexible paid time off, company paid holidays, a 401(k), paid parental leave, and comprehensive insurance coverage including medical, dental, vision, short-term and long-term disability, life, and accident insurance. Final compensation will be based on factors such as location, experience, education, skills, and industry knowledge.

    Skills Required

    • 5+ years of SaaS Customer Success experience with accountability for adoption, retention, renewals, and measurable customer outcomes
    • Experience with strategic or enterprise accounts
    • 3+ years of experience with deep knowledge of commercial P&C insurance products, services, channels, functions, and processes
    • Reside in the Central or Eastern time zone
    • Experience using Salesforce, Zendesk, and Jira
    • Ability to understand how technology enables customer business objectives
    • Strong organizational skills and ability to manage multiple customers with competing priorities
    • Excellent written and verbal communication skills, including presenting to business executives
    • Bachelor’s degree from an accredited college or university, or proven experience
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    The Company
    HQ: Schaumburg, IL
    48 Employees
    Year Founded: 2016

    What We Do

    Convr is the leading Artificial Intelligence (AI) company that is digitally transforming commercial P&C underwriting. Convr’s d3 Underwriting™ solution uses data discovery and decision science to empower commercial carriers to achieve underwriting and operational excellence through digitizes submission paperwork, such as ACORD applications and loss runs reducing manual data entry, provides insights on risks from thousands of data sources, uses machine learning to respond to underwriting questions saving significant underwriter time while improving accuracy and enables risk selection and prioritization providing a better underwriting experience and proven ROI. Convr provides Commercial Insurers a consistent, end-to-end experience that surfaces the right data at the right time to provide insight to underwrite risk faster and at higher quality. AI is trained with over six years of experience across a broad client base, including 3 Top 10 carriers in the US, providing a high degree of insurance form and loss run extraction capability.  Provides a data lake with over 2000 data sources ensuring a consistent, updated information on a business’s digital footprint to inform better underwriting decisions. We offer World-class customer success and services including support for change management, integration and ongoing strategic partnership. Learn more at https://convr.com      

    Why Work With Us

    We are a diverse group of driven individuals that love to solve problems. No politics, no wasting time in meetings or typing out meaningless CYA emails. We are all about serving insurers, our customers, and growing the company organically through strong core values.

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