Customer Success Manager

About Us

At RiskAdvisor, we’re not just building a product; we’re crafting an experience and a company culture that truly values our customers and our team. Our mission is to create an exceptional product and a supportive business environment that enables our customers to excel in their roles and deliver outstanding service to their clients. By streamlining, storing, and giving meaning to data behind underwriting, we provide independent insurance brokers with a powerful tool to assess and present their value to potential partners.

As an Insurance Agency owner, Co-Founder, David Watson, understands firsthand the challenges insurance agents face daily. His first goal was to make a meaningful difference in the lives of those who work in this demanding field. Our platform, though still evolving, has already shown its potential to transform the way insurance agents operate, making their jobs easier and helping them increase their revenue.

RiskAdvisor is deeply committed to empowering our team members, fostering a workplace where they can find joy and fulfillment in their roles. We believe that when our team thrives, so do our customers. Join us in shaping a company that is dedicated to excellence, innovation, and mutual success.

What You’ll Be Doing at RiskAdvisor:

  • Responsible for leading customer onboarding and support; including responding to chat support requests and providing proactive support
  • Define and lead the execution of customer onboarding and support processes for RiskAdvisor
  • Manage new Customer support initiatives, oversee execution according to timelines.
  • Collaborate with RiskAdvisor to establish and implement customer support success metrics.
  • Examine real-time, weekly, and monthly performance data to provide insights and coaching to improve the overall customer success onboarding and proceses
  • You are a proactive leader who utilizes performance data to derive actionable insights, implements recommended and measurable changes, and addresses future concerns to enhance long-term business performance.

 What You Bring:

  • Aligns with RiskAdvisor’s belief that customer service is the top priority.
  • Previous experience in software support is a strong asset.
  • Exceptional communication skills, enabling effective interaction with all levels of an organization.
  • Proven ability to identify and execute customer experience service improvements
  • Exceptional analytical skills in converting data into actionable business insights that drive high levels of team performance.

Compensation:
Compensation will be tied to your experience. The salary range for this position is $50k to $70k.

We are setting up an Employee Stock Option Plan that you will be eligible for, as well.

Benefits:

  • Paid Time Off
  • A company provided laptop
  • Workstation Stipend
  • Insurance (The exact process for this is being worked out; at minimum this will be a Health Insurance Stipend)

Our Hiring Process:

  1. Apply to this position by sending an email to david@riskadvisor.insure
  2. Schedule a 20-30 minute Zoom Interview with David Watson
  3. Schedule a 20-30 minute Zoom Interview with Larry Barker (Co-Founder & CTO)
  4. Take-Home Task
  5. Final Interview with both Founders
  6. Offer & Onboarding