Customer Success Manager (Fintech)

TL;DR

Customer Success Manager (Fintech): Providing high-level support and service to insurance brokers and policyholders with an accent on product education and administrative insurance functions. Focus on resolving complex customer issues end-to-end and optimizing onboarding processes for new users.

Location: Must be based in the United States. In-office in Provo, UT, or remote if located outside of Utah.

Salary: $53,000 – $60,000 per year

Company

hirify.global is an Active Insurance provider combining comprehensive coverage and cybersecurity tools to help businesses manage and mitigate digital risks.

What you will do

• Assist prospective and current customers via live chat, email, and phone.
• Educate brokers and insureds on the online quoting and cybersecurity platforms.
• Partner with Team Leads to identify knowledge gaps and update documentation.
• Support training and onboarding for new customer success team members.
• Perform administrative insurance functions to support business growth.
• Collaborate with internal teams to implement product changes based on customer pain points.

Requirements

• 3+ years in customer-facing support, service, or customer success roles, ideally in B2B.
• Experience coaching or mentoring peers and new hires in a high-volume environment.
• Proven ability to resolve complex customer issues independently.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Must be based in the USA.

Nice to have

• Experience creating training materials such as playbooks, wikis, or guides.
• Prior experience in the insurance industry.

Culture & Benefits

• 100% medical, dental, and vision coverage.
• Flexible PTO policy.
• Annual home office stipend and WeWork access.
• Mental and physical health wellness programs including Headspace and Wellhub.
• Remote-first inclusive culture with opportunities for advancement.