Job Description
Description Are you passionate about building strong customer relationships and driving success? We're looking for a
Customer Success Manager (CSM) to join our regional team and help our partners not just succeed-but LOVE working with us. You'll own a book of business, collaborate with Account Executives, and deliver strategic value through proactive engagement, data-driven insights, and exceptional service.
Why Should You Apply? - Be part of a mission-driven team that values innovation, collaboration, and customer success.
- Work in a dynamic, fast-paced environment with opportunities for growth.
- Help shape the future of customer success in the insurance tech space.
What You'll Do - Manage named accounts with over $30K in ARR, developing tailored success plans and forecasting risks.
- Lead online and in-person consulting sessions, demonstrating deep product knowledge.
- Collaborate cross-functionally with Sales, Product, Legal, and Support teams to ensure customer satisfaction.
- Analyze customer usage trends and deliver actionable insights to drive retention and growth.
- Execute drip marketing campaigns, client demos, and analytics consulting.
- Deliver annual business reviews and create customized reports using Salesforce and Partner Scorecard Gainsight.
- Recommend scalable and targeted solutions, including free and fee-based resources.
- Maintain accurate records and time tracking in Salesforce.com and Gainsight.
- Travel as needed to engage with customers and internal teams.
- Identify appropriate whitespace opportunities and collaborate with sales to close.
What You Bring (Factors for Success) - 2-4 years of direct account management experience.
- Bachelor's degree in business or related field (or equivalent experience).
- Strong communication, presentation, and relationship-building skills.
- Ability to analyze customer data, identify trends, and present insights.
- Experience with CRM systems and Microsoft Office Suite.
- A customer-first mindset with a proactive approach to problem-solving.
- Intermediate project management skills and a knack for strategic thinking.
- Willingness to travel and a personal credit card for business expenses.
Why Work at Zywave? Zywave empowers insurers and brokers to drive profitable growth and thrive in today's escalating risk landscape. Only Zywave delivers a powerful Performance Multiplier, bringing together transformative, ecosystem-wide capabilities to amplify impact across data, processes, people, and customer experiences. More than 15,000 insurers, MGAs, agencies, and brokerages trust Zywave to sharpen risk assessment, strengthen client relationships, and enhance operations. Additional information can be found at
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