Customer Success Manager

About the Company

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.

Responsibilities

• Lead successful rollouts of Cara, ensuring seamless integration into client workflows
• Train producers, account managers, and servicing teams to embed Cara into their daily workflows
• Serve as the primary point of contact post-sale, building strong relationships with executive stakeholders and frontline users
• Manage inbound customer support requests, triage tickets, and ensure timely resolution in accordance with SLAs
• Monitor usage and adoption metrics to proactively manage customer health and ensure renewals
• Partner with product and engineering to relay customer insights and influence roadmap priorities

Requirements

• 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
• Highly organized and able to manage multiple accounts simultaneously
• Entrepreneurial mindset with the ability to thrive in a fast-paced environment

Preferred Qualifications

• Experience working with insurance agencies, brokerages, or financial services organizations
• Experience with AI, automation, or vertical SaaS products