Customer Success Manager

AMPLO

. Own a book of mid-market agency accounts as the primary point of contact from post-onboarding handoff through renewal .

Posted 9/21/2026full-timeRemote • United StatesMid-LevelSenior💰 $100,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Customer Success Management within B2B SaaS, focusing on mid-market agency accounts. Proficient in driving customer value, managing renewals, and collaborating cross-functionally to enhance customer experience.

Highest-signal resume keywords

Customer Success ManagementB2B SaaS ExperienceCross-Functional CollaborationSalesforce ConfigurationDigital-First Customer Success

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementCustomer AdvocacyProject ManagementCustomer Journey MappingHealth ScoringSuccess Plans DevelopmentQBR Template CreationAutomation ImplementationRisk ManagementCustomer Success Metrics

Soft Skills

Excellent CommunicationAdaptabilityAttention to DetailBias Toward Action

Tools & Technologies

Salesforce

Industry Keywords

InsuranceInsurtechAgency OperationsBrokerageCarrier

About the role

Key responsibilities & impact

Own a book of mid-market agency accounts as the primary point of contact from post-onboarding handoff through renewal
Drive adoption of the Amplo platform by understanding agency workflows and connecting them to relevant capabilities
Own account renewals and identify and pursue expansion opportunities
Monitor account health, surface risk early, and run plays to address risk before escalation
Partner with Product, Engineering, Support, and Solutions to translate customer feedback into prioritized roadmap input
Build and refine CX operations including success plans, QBR templates, health scoring, enablement materials, and automation

Requirements

What you’ll need

3–5 years in a Customer Success Manager role within B2B SaaS, serving mid-market or SMB customer accounts including ownership of renewals
Strong cross-functional collaboration with Product, Engineering, Support, and Sales
Track record of driving customer value and advocacy
Excellent written and verbal communication across business and technical audiences
Adaptable and comfortable working in a dynamic environment with a bias toward action
Experience in insurance or insurtech — agency operations, brokerage, carrier, or a platform serving them
Working knowledge of Salesforce, particularly on the configuration or admin side
Experience designing or running a digital-first, one-to-many customer success motion
Project management or product marketing experience
Attention to detail to map a customer journey and develop supporting materials
Based in Eastern or Central time zone (nice-to-have)
Must complete employment eligibility verification through E-Verify

Benefits

Comp & perks

Remote-first environment and ability to work anywhere in the US within 3 hours of EST
Medical, vision, dental, disability, and life benefits
401(k) retirement plan with employer matching and safe harbor vesting
UPTO policy
13 paid company holidays
Annual wellness stipend
Paid maternity and parental leave policies