Join SmartFinancial: Empowering Insurance Agents with Cutting-Edge Technology
Welcome to SmartFinancial, where our mission is clear: to drive growth and success for insurance agencies through our industry-leading technology! Voted one of the Best Places to Work for four consecutive years, we are one of the fastest-growing tech companies.
We are a leading insurance marketplace, connecting millions of shoppers to our network of insurance partners.
We’re seeking a Client Success Manager (CSM) to lead and grow a high-performing team of Account Managers, drive measurable results, and deliver exceptional client experiences. As part of our Client Success leadership team, you’ll report to the Director of Client Success and play a critical role in shaping our team's success, culture, and future.
What You’ll Do
Drive Measurable Results
- Achieve 100% weekly revenue retention goal across team (minimum 90%)
- Ensure 100% of weekly CAR Coverage and Account Manager Join Goals
- Maintain a team average talk time of at least 12 hours/week
- Lead an Account Management team to exceed performance midlines and revenue KPIs
Build & Lead a High-Performing Team
- Recruit, coach, and manage up to 10 Account Managers
- Conduct weekly 1:1s and quarterly/annual performance reviews
- Empower Account Manager to meet winback and growth targets
- Foster a culture of accountability, ownership, and high performance
Provide Best-In-Class Client Experience
- Nurture and expand relationships with key accounts
- Join Account Manager on client calls to strategize and deepen engagement
- Handle Level 1 escalations and identify process improvement opportunities
- Actively participate in OKR sessions to drive impact at all levels
What We’re Looking For
- 3+ years of sales and account management experience
- 5+ years of leadership experience managing sales or CS teams
- Proven track record of hitting and exceeding KPIs
- Experience in insurance or marketplace environments preferred
- Strong interpersonal, communication, and coaching skills
- Must be available to work on-site in our Columbus office
Why You’ll Love It Here
Columbus, OH | In-Office
Full-Time | OTE: $120,000 ($90k base + $30k variable)
Comprehensive Benefits: High-quality health insurance and a 401k plan with company match.
Training and Development: Extensive paid product training and world-class inside sales training.
Career Growth: Advancement opportunities with a focus on promoting from within.
At SmartFinancial, we believe in working hard and playing hard. You'll be part of a supportive, dedicated team in a fast-paced and energetic environment. Our user-friendly sales CRM and commitment to employee development ensure you have the tools and training needed to succeed.
We’d especially like to highlight our World Class Culture, which our employees say is the best thing about working at SmartFinancial. We have great SLACK channels for work and play, which keep you connected with your fellow employees throughout the day. Not to mention our top notch company events (like our Summer Beach Party with open bar, chili cook-off, annual holiday yacht party, fun office potlucks and more) that will keep you asking when the next event is.
We also have Penny, our company mascot. Like swag themed after a pink pig wearing glasses? Just. You. Wait.
Join SmartFinancial and become a key player in driving growth for insurance agencies. Apply now, and let’s achieve success together!
SmartFinancial is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive environment. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law. To learn more about our results-focused culture and employee-focused perks, read more on our careers page.
Top Skills
What We Do
We are a technology company that’s shaking up the insurance industry one policy at a time. SmartFinancial has revolutionized the insurance-buying experience with a transparent insurance-technology platform that pairs people with the right insurance carrier.
Founded by a team of insurance and technology experts, SmartFinancial focuses on delivering measurable results and exceptional customer service. We provide a similar resource for insurance partners as they adopt the new technology platform to reach the right consumers. SmartFinancial operates an innovative real-time marketplace that gives insurance clients the ability to optimize marketing campaigns and maximize ROI.
Why Work With Us
Our people are our greatest asset so we have built a company culture that promotes open mindedness. Everyone is encouraged to share ideas and work together. We value diversity of perspectives and talents and have created an environment where you can share all your skills.
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