Customer Success Manager

Sorry, this job was removed at 02:18 a.m. (CST) on Tuesday, Feb 03, 2026
Easy Apply
Hiring Remotely in USA
Remote
Insurance • Software
The Role

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 is the only AI-native platform that spans the full policy lifecycle and changes the way insurance work gets done. Better decisioning is built-in, not bolted on: insurers' unique portfolio goals, strategies, rules, and appetite are part of the workflow so underwriters win the right deals, faster. From the moment a submission hits an underwriter’s inbox, AI is put to work, triaging submissions with a focus on high-appetite business, delivering real-time feedback on the portfolio, and consolidating workflows into a single proven system. Federato drives better business outcomes.


Role Responsibilities:

  • 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

Role Requirements:

  • 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]

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The Company
HQ: San Fransisco, CA
36 Employees
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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