Client Success Manager

Job Description

Join SmartFinancial: Empowering Insurance Agents with Cutting-Edge Technology

Welcome to SmartFinancial, where our mission is clear: to drive growth and success for insurance agencies through our industry-leading technology! Voted one of the Best Places to Work for four consecutive years, we are one of the fastest-growing tech companies.

We are a leading insurance marketplace, connecting millions of shoppers to our network of insurance partners.

We’re seeking a Client Success Manager (CSM) to lead and grow a high-performing team of Account Managers, drive measurable results, and deliver exceptional client experiences. As part of our Client Success leadership team, you’ll report to the Director of Client Success and play a critical role in shaping our team's success, culture, and future.

What You’ll Do

Drive Measurable Results

Achieve 100% weekly revenue retention goal across team (minimum 90%)

Ensure 100% of weekly CAR Coverage and Account Manager Join Goals

Maintain a team average talk time of at least 12 hours/week

Lead an Account Management team to exceed performance midlines and revenue KPIs

Build & Lead a High-Performing Team

Recruit, coach, and manage up to 10 Account Managers

Conduct weekly 1:1s and quarterly/annual performance reviews

Empower Account Manager to meet winback and growth targets

Foster a culture of accountability, ownership, and high performance

Provide Best-In-Class Client Experience

Nurture and expand relationships with key accounts

Join Account Manager on client calls to strategize and deepen engagement

Handle Level 1 escalations and identify process improvement opportunities

Actively participate in OKR sessions to drive impact at all levels

What We’re Looking For

2+ years of sales and account management experience

3+ years of leadership experience managing sales or CS teams

Proven track record of hitting and exceeding KPIs

Experience in insurance or marketplace environments preferred

Strong interpersonal, communication, and coaching skills

Must be available to work on-site in our Columbus office

Why You’ll Love It Here

Columbus, OH In-Office

Full-Time OTE: $120,000 ($90k base + $30k variable)

Comprehensive Benefits: High-quality health insurance and a 401k plan with company match.

Training and Development: Extensive paid product training and world-class inside sales training.

Career Growth: Advancement opportunities with a focus on promoting from within.

At SmartFinancial, we believe in working hard and playing hard. You'll be part of a supportive, dedicated team in a fast-paced and energetic environment. Our user-friendly sales CRM and commitment to employee development ensure you have the tools and training needed to succeed.

We’d especially like to highlight our World Class Culture, which our employees say is the best thing about working at SmartFinancial. We have great SLACK channels for work and play, which keep you connected with your fellow employees throughout the day. Not to mention our top notch company events (like our Summer Beach Party with open bar, chili cook-off, annual holiday yacht party, fun office potlucks and more) that will keep you asking when the next event is.

We also have Penny, our company mascot. Like swag themed after a pink pig wearing glasses? Just. You. Wait.

SmartFinancial is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive environment. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law. To learn more about our results-focused culture and employee-focused perks, read more on our careers page.

Full-time