Customer Success Manager

November 14, 2024

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Federato

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Federato is an innovative company that provides an AI-driven platform designed to transform underwriting processes for insurance companies. Their platform, known as RiskOps, helps insurers achieve profitable underwriting growth by automating submission triage, offering real-time decision support, and consolidating multiple systems into a single, efficient workflow. Federato's solutions are tailored for carriers, MGAs (Managing General Agents), and mutual insurance companies, offering them improved visibility, efficiency, and the ability to prioritize high-value accounts. With features like seamless rating interfaces and efficient submission portals, Federato aids insurers in streamlining their operations and enhancing their underwriting capabilities using advanced technology.

11 - 50 employees

🤖 Artificial Intelligence

💰 $15M Series A on 2022-09

📋 Description

• Federato is on a mission to defend the right to efficient, equitable insurance for all. • We enable insurers to provide affordable coverage to people and organizations facing the issues of today - the climate crisis, cyber-attacks, social inflation, etc. • Our vision is understood and well funded by those behind Salesforce, Veeva, Zoom, Box, etc. • Federato’s AI/ML-driven platform leverages deep reinforcement learning to help insurance companies optimize the portfolio of risks they insure. • Our category-defining ‘RiskOps’ solution drives better underwriting decisions by operationalizing underutilized data investments and surfacing real-time risk and portfolio insights. • We focus on putting insurance underwriters back in the driver’s seat, helping them meet their goals while providing an important service to society. • We are looking for an amazing Customer Success Manager to enhance our growing team. • This teammate will report directly to the COO and be an important part of the Go To Market organization. • They will have the opportunity to both develop and grow strategic customer relationships with insurance carriers and MGAs, partner with design and engineering on customer delivery while also collaborating on shaping CS strategy with the executive team. • Ultimately, this person will work directly with clients to tackle their problems and ensure their happiness and ongoing relationship with us!

🎯 Requirements

• 5+ years of experience in P&C or Specialty insurance, specifically underwriting, operations, product, process or systems strongly preferred • Experience in customer success, customer service or other client-facing, relationship management positions a plus • Outstanding ability to take a consultative approach, communicate and nurture positive business relationships • Accountability, and personal organization are essential, project management skills and agile methodology are a plus • Experience in leading a diverse group and training each according to needs and core values • Both a leader and a do-er, able to be both strategic and effective at execution • Strong business acumen and executive presence to convey credibility at all stages • Technology savvy, and an innovative problem solver • A business, risk management, communications or marketing degree is helpful

🏖️ Benefits

• Be curious, listen deeply to our users and get creative to ensure that we are solving "people problems" in the insurance ecosystem • Own the entire post-sales experience including onboarding, implementation, renewals, up-sells, and strategic account management • Act a trusted advisor and advocate internally by working cross-functionally to deliver on customers need • Be the expert when it comes to our product and industry and ensure we are providing and communicating our value to decision makers • Build and maintain strong relationships with key stakeholders and influencers at our client • Use data to develop insight and understanding of customer’s business needs, goals and product utilization • Identify and position opportunities for revenue growth and expansion