VerunaVE

Customer Success Manager

Veruna is a leading agency management system built on Salesforce, designed to empower insurance agencies to sell more and improve customer retention.

Veruna

Employee count: 11-50

Salary: 100k-125k USD

United States only

Title: Customer Success Manager

Reports To: VP of Customer Success

Location: Remote (US Only)

About Us

We've built the system of record for the $200+ billion insurance brokerage and agency market - an industry that forms the backbone of our modern economy. We serve a solid roster of customers including industry leaders like USAA and many others. WR Berkley, a Fortune 500 insurance holding company, led our Series B and provides invaluable strategic partnership as we reshape the insurance technology landscape.

About the Role

As Customer Success Manager at Veruna, you will play a pivotal role in ensuring our customers achieve their desired outcomes through the successful adoption and use of our platform. You’ll serve as the main point of contact for post-implementation customer engagement as you drive retention, satisfaction, and long-term value.

What You’ll Do

  • Customer Engagement & Value Delivery: Build and maintain strong customer relationships through regular engagement, ensuring successful onboarding hand-off, adoption, and value realization while identifying opportunities for growth through periodic reviews and best practices.
  • Retention & Expansion: Drive renewals and identify expansion opportunities through regular engagement and strategic account planning. Collaborate with Sales and Product to support upsell and cross-sell efforts. Proactively monitor and assess customer health and implement plans to mitigate risk.
  • Customer Advocacy: Act as the voice of the customer by gathering feedback and insights to inform internal teams and product development. Escalate and help resolve complex customer concerns, ensuring a positive customer experience.
  • Support Collaboration: Work closely with the Customer Support team to ensure timely resolution of issues. Provide insights and feedback that help shape support processes and tools.
  • Reporting & Continuous Improvement: Track and report on key customer success metrics (e.g., retention, satisfaction, usage). Identify trends and recommend improvements in processes, tools, and customer communication.

Who You Are

  • 3+ years of experience in Customer Success, Account Management, or client-facing roles at a B2B SaaS company.
  • Demonstrated success in managing customer relationships and improving retention and satisfaction.
  • Strong communication, presentation, and interpersonal skills, especially with enterprise customers.
  • Proactive, data-driven mindset with a desire to continually improve customer experiences.
  • Experience working cross-functionally with Product, Engineering, Sales, and Support teams.
  • Experience with Salesforce products or Salesforce knowledge is a plus.

What We Offer

  • Remote-first environment and ability to work anywhere within 3 hours of EST
  • Meaningful work-life balance with an UPTO policy and 13 paid company holidays
  • A whole person approach to taking care of you with medical, vision, dental, disability, and life benefits
  • 401(k) (with Roth options): 100% match up to 3% of annual comp; 50% match up to 5% of annual comp. So, you contribute 5%, we'll contribute 4%. Safe harbor so 100% vesting
  • Paid maternity and parental leave policies
  • Annual wellness stipend to support your health goals

The base pay range for this role is $100,000 - $125,000. Within this range, base pay will be determined based on relevant experience, education, training/certifications, skillset, and work location.

Veruna is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Veruna is an EEO Employer who participates in E-Verify. By applying, you acknowledge that we are an E-Verify employer.

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Manager

Salary

Salary: 100k-125k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About Veruna

Learn more about Veruna and their company culture.

View company profile

Veruna is a combined Agency Management System and Customer Relationship Management (CRM) solution that is built natively on Salesforce. The main goal of Veruna is to assist independent insurance agencies and brokerages in thriving within the competitive insurance landscape. By harnessing the capabilities of Salesforce, Veruna offers an expansive and intuitive platform that encompasses all aspects of agency management. Insurance agencies and managing general agents (MGAs) can effectively sell more insurance and retain valuable customers through efficient management of their operations.

Notably, Veruna delivers powerful features such as straightforward integration with Salesforce’s robust CRM functionalities, fully customizable workflows, and automated task management that eliminates inefficiencies. This allows agencies to focus primarily on building customer relationships and increasing revenue. Additionally, Veruna has developed modules for accounting and billing that are fully compliant with GAAP standards, further simplifying the administrative burdens often faced by agencies. This independent insurance-focused technology revolutionizes the way agencies approach client management by ensuring all information is easily accessible within a single platform. As a result, users are empowered to enhance their productivity, capitalize on upselling opportunities, and significantly elevate their customer service experience.

Claim this profileVeruna logoVE

Veruna

View company profile

Similar remote jobs

Here are other jobs you might want to apply for.

View all remote jobs

2 remote jobs at Veruna

Explore the variety of open remote roles at Veruna, offering flexible work options across multiple disciplines and skill levels.

View all jobs at Veruna

Remote companies like Veruna

Find your next opportunity by exploring profiles of companies that are similar to Veruna. Compare culture, benefits, and job openings on Himalayas.

View all companies

Find your dream job

Sign up now and join over 85,000 remote workers who receive personalized job alerts, curated job matches, and more for free!

Sign up
Himalayas profile for an example user named Frankie Sullivan