Associate Customer Success Manager at Federato

United States

$70k - $115k

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 is the only AI-native platform that spans the full policy lifecycle and changes the way insurance work gets done. Better decisioning is built-in, not bolted on: insurers' unique portfolio goals, strategies, rules, and appetite are part of the workflow so underwriters win the right deals, faster. From the moment a submission hits an underwriter’s inbox, AI is put to work, triaging submissions with a focus on high-appetite business, delivering real-time feedback on the portfolio, and consolidating workflows into a single proven system. Federato drives better business outcomes. What you'll be doing: Project Planning & Execution: Lead the planning, execution, and delivery of customer-facing projects, ensuring all milestones and deadlines are met. Stakeholder Coordination: Work closely with internal teams, including product management, software development, QA, and operations, to ensure alignment on project goals, timelines, and deliverables. Documentation & Reporting: Maintain accurate project documentation, including schedules, scope, and project progress reports, and provide regular status updates to stakeholders. Risk Management: Proactively identify and manage risks, providing mitigation plans to ensure successful project delivery. Quality Assurance & Testing: Ensure that all deliverables meet the required quality standards and customer expectations by working closely with the QA team during the development lifecycle. Support Request Processing & Analysis: Manage and analyze customer support requests related to software delivery, identifying trends and potential issues, and ensuring timely resolution by coordinating with the appropriate teams. User Training & Office Hours: Lead user training sessions and conduct office hours to ensure customers are equipped to use the software effectively. Provide ongoing support during and after training to address any questions or challenges. Customer Usage Tracking & Improvement: Monitor customer usage of the software to identify adoption gaps or underutilized features. Proactively work with customers to improve software usage and drive greater value from the solution. Who we hope you are: 3-5 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 roles, or experience as a project manager in software delivery or IT project management. Strong understanding of software development methodologies (Agile, Scrum, Waterfall, etc.). Excellent communication and interpersonal skills, with the ability to manage relationships with both internal teams and customers. Ability to manage multiple projects simultaneously, while ensuring quality and timely delivery. Solid experience in risk management, issue resolution, and stakeholder management. Knowledge of project management tools (e.g., Jira, MS Project, Asana) and software development lifecycles. A customer-centric mindset with a focus on delivering exceptional results. PMP, Scrum Master, or similar certifications are a plus Our cash compensation amount for this role is targeted to $70,000 to $115,000. Final offer amounts are determined by multiple factors, including candidate location, experience, and expertise, and may vary from the amounts listed above. Total compensation package does include stock options, benefits and additional perks. Here at Federato, your capabilities are important, but culture fit is essential. We move fast, are eager to listen to our users, take a first principles approach to solving problems, and value learning and the ability to change our minds. Most importantly, we're here to have fun. Our ability to make a difference starts with our people. We would love to work with you! We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender expression, sexual orientation, age, marital status, veteran status or disability status. We will provide reasonable accommodation to individuals with disabilities to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation at talent@federato.ai