Director, Customer Strategy
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 Founded in 2016, Convr transforms outdated, manual processes into structured, decision-ready workflows.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: The Director, Customer Strategy is a foundational role at Convr that operates at the intersection of executive strategy, customer outcomes, and commercial expansion. Positioned within the Customer Experience organization, this role is distinct from Activation and Customer Success, focusing on driving strategic outcomes, roadmap development, and high-value deal expansion. Serving as Convr's "Echo," the Director is embedded in strategic accounts and qualified pre-close prospects to bridge the gap between platform capability and measurable business value. This role will establish the Customer Strategy playbook from the ground up, bringing deep deployment experience and strategic credibility to both existing clients and sophisticated buyers.
What You'll be Doing
- Serve as the strategic point of contact for named accounts, operating at the business and executive level to steer account growth and direction.
- Lead billable client engagements packaged as fixed-fee or retainer deliverables, including roadmap workshops, value measurement reviews, and solution advisory sessions.
- Define and track value metrics post-go-live, using documented outcomes to anchor future renewal and expansion conversations.
- Partner closely with Customer Success Managers (CSMs) to extend coverage to the strategic layer, ensuring Customer Strategy owns the ongoing business case while CSMs manage adoption and relationships.
- Coordinate directly with the Activation team during handoffs to ensure value measurement begins immediately at go-live.
- Participate selectively in qualified sales cycles and complex deals to demonstrate strategic delivery capability, solution depth, and deployment roadmaps to prospects.
- Build the foundational Customer Strategy playbook, establishing the processes and methodology for this newly created function.
Experience Requirements
- 7–12 years of experience in Customer Success, solution consulting, or strategic advisory roles —
preferably within commercial insurance, insurtech, or enterprise financial services where underwriting or risk workflows are central. - Demonstrated understanding of commercial insurance operations — specifically how underwriters evaluate risk, structure submissions, and make coverage decisions.
- Proven comfort operating at the executive level, with an ability to connect platform capabilities directly to business outcomes without relying on a product demo.
- A strong commercial awareness with a track record of identifying and building toward account expansion opportunities seamlessly.
- Direct experience packaging, pricing, and delivering advisory services, including contributing to or establishing a formal delivery methodology.
- A workflow-obsessed mindset that prioritizes understanding how underwriters actually work over simple technical integration success.
- Comfort with building operational structure where none exists, thriving in a founding role capacity.
Benefits & Compensation
- Remote work opportunities
- Flexible Paid Time Off
- Company Paid Holidays
- Insurance Coverage (medical, dental, vision, short-term & long-term disability, life insurance, and accident coverage)
- 401K
- Paid Parental Leave
Why Join Convr? Joining our team means becoming a vital part of a high-growth, entrepreneurial mission to redefine the commercial insurance industry. We’ve traded corporate silos for radical transparency and a shared ownership mentality, ensuring that every voice is heard, and no one is just a number. We believe in the power of flexibility because we know life happens, and we empower our people with the autonomy to maintain a genuine work-life balance. As a team of experts striving for excellence, we will challenge you to develop your career and sharpen your craft alongside passionate colleagues who are committed to your success as they are to our collective impact.
Skills Required
- 7-12 years in Customer Success, solution consulting, or strategic advisory roles
- Experience in SaaS or Insurtech (insurance domain knowledge highly valued)
- Proven comfort operating at the executive/business level to connect platform capabilities to outcomes
- Track record of identifying and driving account expansion opportunities
- Direct experience packaging, pricing, and delivering advisory services and establishing delivery methodology
- Workflow-obsessed mindset with strong understanding of underwriting processes
- Ability to build operational structure in a founding role
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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