Senior Client Success Manager - Insurance Solutions (Remote)
Zesty.ai · Insurance
Remote (US)
CSMStartup
Still open · posted 20 days ago
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Customer success
Opens the job on Cara's own careers site. Some companies ask you to create an account or click through another page first.
At a glance
What you'd actually do: Own a book of insurance agency and brokerage customers after the sale, driving onboarding, adoption, renewals and expansion of an AI platform.
Pay
Not listed
No pay listed
Where you work
On-site in New York City
Selling to
insurance agencies and brokerages
How you'd sell
Mostly outbound (cold calls, emails)
Experience asked
2+ years
Your game plan for this job
0 of 5 doneMost people just hit Apply. Do these first and you show up with someone on the inside.
- 1Pick 2–3 people at CaraWe found 2 current reps: 2 AEs. SDRs reply the most; they were in your shoes recently. See them ↓
- 2Send a short, curious noteAsk about their experience, not for a referral. We write it for you, with the role and what Cara sells.
- 3Have a 15-minute chatGood questions for this role:
- What does a normal day look like for you?
- How did you land the job? What stood out in your interviews?
- The role is mostly outbound. How much is calling vs. email vs. LinkedIn?
- How is the team doing on quota? What separates the people who hit it?
- 4Apply, ideally with a referralIf the chat went well, ask if they'd refer you or point you to the hiring manager. Then apply and let them know so they can flag it.
- 5Prep for the role playSDR interviews almost always end in a mock cold call. Practice with the Cara cheat sheet and the role-play guide.
Talk to someone at Cara before you apply
A friendly message to a current rep is the best way to stand out. Ask about their experience, not for a referral.
Full job description
About Cara
Cara is a domain-specific AI platform purpose-built for insurance—a modular system that enables agencies, brokerages, and wholesalers to automate servicing, accelerate sales, and scale operations with a 24/7 digital workforce.
We’re one of the fastest-growing AI companies in the insurance industry, attracting agencies and brokerages of all sizes with an expanding customer base. We’re a team of experts in engineering and insurance from Stripe, Blend, Strategy&, and Travelers, backed by top-tier VCs, and are scaling our product and team quickly to meet market demand.
About the Role
As a Customer Success Manager at Cara, you’ll be responsible for ensuring agencies and brokerages successfully adopt and expand their use of Cara after the sale. You’ll own the customer journey from onboarding through renewal, working closely with clients to drive measurable impact across servicing, sales, and operational workflows.
This is a high-impact role where you’ll be on the front lines helping agencies and brokerages operationalize AI within their organizations. You’ll collaborate directly with the founders and product team, shape the post-sale motion, and play a critical role in Cara’s growth story.
What You’ll Do
Customer Onboarding & Implementation
: Lead successful rollouts of Cara, ensuring seamless integration into client workflows.
Adoption & Enablement:
Train producers, account managers, and servicing teams to embed Cara into their daily workflows and maximize value from the platform.
Customer Relationship Management:
Serve as the primary point of contact post-sale, building strong relationships with both executive stakeholders and frontline users to drive long-term partnership.
Customer Support & SLA Management:
Manage inbound customer support requests, triage tickets, handle customer inquiries and feature requests, and ensure timely resolution in accordance with defined SLAs. Partner with engineering to prioritize and resolve issues efficiently.
Customer Health & Retention:
Monitor usage, adoption metrics, and feedback to proactively manage customer health, ensure renewals, and identify expansion opportunities.
Product Feedback Loop:
Partner closely with product and engineering to relay customer insights, influence roadmap priorities, and continuously improve the customer experience.
What You Have
2+ years of experience in Customer Success, Solutions Consulting, or a similar client-facing AI, SaaS, or fintech role.
Proven ability to manage customer relationships and drive adoption in a high-growth environment.
Strong ability to translate complex technology into clear operational and business value.
Excellent communication and relationship-building skills across both executives and operational teams.
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