Enterprise Client Success Manager (Fintech)

TL;DR

Enterprise Client Success Manager (Fintech): Managing post-sale lifecycles for high-stakes insurance clients using an AI-driven underwriting platform with an accent on deployment, relationship building, and product configuration. Focus on driving client retention and revenue expansion while serving as a strategic bridge to the internal product and development teams.

Location: Must be based in New York, USA

Salary: $150,000–$185,000 USD

Company

An AI underwriting platform transforming the trillion-dollar commercial insurance industry by centralizing data and enhancing decision-making.

What you will do

• Own the end-to-end deployment and configuration of the SaaS platform from kickoff through go-live.
• Build and maintain trusted relationships with stakeholders across technical, operational, and executive teams at top insurance carriers.
• Coordinate with the Product team to track product issues, remediation, and enhancement requests.
• Prepare and deliver high-level presentations to C-suite executives to demonstrate platform value and portfolio impact.
• Leverage large datasets to analyze client KPIs and execute proactive user training.
• Contribute to the ongoing development of the Client Success function and strategy.

Requirements

• Must be based in New York, USA
• 5+ years of experience in enterprise SaaS, growth, consulting, or technical sales.
• Strong analytical and technical foundation with a data-driven approach to problem-solving.
• Proven ability to manage complex relationships and drive commercial outcomes.
• Experience delivering presentations to executive leadership.
• Exceptional hustle and ability to operate effectively in a fast-paced environment.

Nice to have

• Experience in the InsurTech or FinTech sectors.
• Previous experience at a venture-backed startup during a period of hypergrowth.

Culture & Benefits

• 100% covered medical, vision, and dental insurance for individuals and families.
• 401(k) plan with employer match.
• Competitive equity options package.
• 20 days of paid time off per year.
• Global team offsites in international locations.
• Stipends for gym memberships, healthy living, and mobile phone bills.
• Continuing education credits.