Customer Success Manager

Bestow

. Own the day-to-day and executive relationship for a portfolio of enterprise carrier customers as their primary point of contact .

Posted 9/17/2026full-timeRemote • United StatesMid-LevelSenior💰 $107,000 - $126,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing enterprise customer relationships, delivering executive-level presentations, and utilizing data for strategic decision-making. Proficient in cross-functional collaboration with Product, Engineering, and Sales to drive customer success and compliance.

Highest-signal resume keywords

Customer Success ManagementEnterprise Account ManagementData AnalysisExecutive CommunicationCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Relationship ManagementPerformance ReportingCompliance DocumentationData AdvocacyPresentation Skills

Soft Skills

Attention to DetailMentoringClear Communication

Tools & Technologies

SalesforceJIRA

Industry Keywords

SaaSEnterprise CustomersLife InsuranceTechnology Platform

About the role

Key responsibilities & impact

Own the day-to-day and executive relationship for a portfolio of enterprise carrier customers as their primary point of contact
Run recurring business reviews, performance reporting against service level objectives, and quarterly planning with customer leadership
Build and deliver executive-level business reviews connecting platform performance to customers’ commercial goals
Own escalations from first signal through resolution and customer follow-up, coordinating Engineering, Product, and Implementation
Translate customer needs into prioritized work with Product and Engineering, using data to advocate for roadmap priorities
Identify expansion and adoption opportunities and work with Sales toward closing
Own due diligence, compliance documentation, and audit responses, coordinating subject-matter experts and deadlines
Mentor Customer Success Associates and improve team documentation, reporting, and communication
Travel as needed for solution workshops, leadership onsites, and customer business reviews
Serve Bestow’s enterprise life-insurance carrier customers using its technology platform for modernizing products and distribution

Requirements

What you’ll need

4 or more years in customer success or account management, ideally at a SaaS or technology company serving enterprise customers
Direct ownership of enterprise customer relationships, including executive stakeholders
Experience growing or turning around customer accounts
Ability to work cross-functionally with Product, Engineering, Compliance, and Sales without formal authority
Skill building and delivering polished, client-facing presentations for executive audiences
Strong analytical skills and ability to work directly with data
Clear, direct written and verbal communication with attention to detail
Experience with CRM and ticketing tools such as Salesforce and JIRA
Bachelor's degree in business, marketing, or a related field, or equivalent experience
Must reside in the contiguous 48 United States
Employment eligibility verification through E-Verify

Benefits

Comp & perks

Equity
Competitive salary
Flexible paid time off
Parental leave programs
100% paid-premium option for medical, dental, and vision insurance
Lifestyle stipend supporting physical, emotional, and financial wellbeing
Flexible work-from-home policy
Remote and WFH options
State-of-the-art office in Dallas’ Deep Ellum for those who prefer an office setting
Employee-led diversity, equity, and inclusion initiatives
Substantial growth opportunities