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leeo

Senior Customer Success Manager

Posted Updated 1 view
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Description

Responsibilities

  • Guide insureds through onboarding and ensure timely telematics activation across drivers and devices.

  • Monitor account “health checks” and proactively reach out to resolve activation gaps or device issues.

  • Serve as a trusted advisor to customers, managing inquiries related to policy servicing, billing, driver changes, and account maintenance.

  • Analyze fleet and customer data to identify trends, compliance issues, and opportunities for improvement.

  • Collaborate cross-functionally with Product, Engineering, and Operations to troubleshoot and remove friction in customer workflows.

  • Document customer interactions, update CRM records, and contribute feedback to improve internal processes and customer experience.

  • Support Customer Engagement Managers (CEMs) in executing monthly loss control reports and customer communications.

  • Contribute to process innovation and scalability initiatives across the Customer Experience organization.

Skills and Qualifications

  • 3–6 years of experience in Customer Success, Account Management, Insurance Services, or similar operational/customer-facing roles.

  • Strong written and verbal communication skills with proven ability to build and manage customer relationships at all levels.

  • Proficiency in Microsoft Excel; experience with Salesforce, HubSpot, Slack, and Atlassian Suite a plus.

  • Highly organized self-starter with strong attention to detail.

  • Experience managing complex, multi-divisional, or geographically distributed customers.

  • Familiarity with commercial auto insurance and/or telematics-based programs preferred.

  • Solutions-oriented, customer-focused mindset with a track record of improving processes and driving outcomes.

Location: Remote

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