Customer Success Manager (Data) - 20794

Proactive Account Monitoring: Continuously monitor client platform usage, health metrics, and data engagement, proactively identifying and mitigating churn risks before they escalate.

Internal Alignment: Provide clear, routine status reports to internal leadership regarding account health, open integration tickets, and overall client sentiment.

Professional Experience: 3+ years of experience in a Customer Success, Account Management, or client-facing Technical Support role within B2B SaaS or technology environments.

Data Literacy: Demonstrated comfort working with structured data, custom reports, data mappings, and integration logic without relying on pre-scripted support guides.

Client-Facing Communication: Native or near-native English fluency (C1/C2) with proven ability to run executive client meetings, technical walkthroughs, and presentations independently on camera.

Operating Mindset: Strong written communication skills for clean async documentation, client updates, and cross-functional engineering handoffs.

Schedule Alignment: Full availability to work core US business hours with zero time-zone gaps.

Prior experience utilizing Customer Success or support platforms (e.g., Gainsight, ChurnZero, HubSpot, Zendesk, Salesforce).

Background or industry exposure to Insurance, InsurTech, or complex B2B SaaS platforms.

Basic familiarity with data manipulation tools, reporting suites, or light SQL.

Portfolio CSAT & NPS: Maintaining high client satisfaction and trust scores across managed accounts.

Issue Resolution Velocity: Minimizing time-to-resolution on data, mapping, and integration issues.

Onboarding Milestone Adherence: Delivering client data migrations accurately and on schedule.

Net Revenue Retention: Driving high account retention and renewal rates across your portfolio.