Sr. Customer Success Manager

• Own a portfolio of complex high-impact customers and multi-stakeholder networks with clear success and risk plans
• Lead executive-level QBRs (or async equivalents) with a clear point of view
• Diagnose adoption maturity and prescribe prioritized outcome-driven actions
• Drive sustained product adoption tied to customer business outcomes
• Proactively manage renewal risk by executing a documented risk plan that moves Yellow/Red accounts to Green
• Leverage data and AI to surface trends risks and opportunities
• Validate insights and tailor recommendations to customer context
• Raise the quality and clarity of customer narratives and documentation
• Lead cross - functional resolution for complex issues setting the plan and holding owners accountable through closure
• Influence Product and CX priorities using portfolio trends (adoption blockers risk themes and repeatable wins)
• Model best practices and informally mentor peers by sharing patterns talk tracks and high-quality examples
• Adoption and portfolio health improve across complex accounts (measured by usage/feature adoption targets and health score trends)
• Renewal risk is surfaced early and reduced (documented risk plans in place well ahead of renewal-critical windows)
• Executive success conversations drive decisions and action (QBR/async outputs include priorities owners timelines and success criteria)
• Executive credibility is maintained (measured by stakeholder engagement follow - through on commitments and customer feedback when available)
• Fewer late-stage surprises (escalations are proactively managed and communicated before they become urgent or renewal-threatening)

• 5+ years of Customer Success with enterprise customer management in a SaaS environment
• Strong consulting skills and proven results working as a trusted advisor to drive business value for clients.
• Proven success managing complex multi-stakeholder accounts
• Ability to prioritize multi-task and perform effectively under pressure
• Exceptional organizational presentation and communication skills both verbal and written
• Skilled at Program Management within large organizations helping to effectively inspire change across groups by engaging key partners
• Validated experience with account planning & customer success plans
• Effective at leading executive C-level discussions and presentations
• Flexibility to travel (approx. 25%)
• Bachelor's degree or equivalent experience

• Salesforce Power BI Excel (or similar)
• Strong comfort with AI-assisted analysis and drafting
• Insurance industry and agency network experience (preferred)

• Medical Dental and Vision Coverage

• Holiday and Vacation Time

• Health & Wellness Days

• A Bonus Day for Your Birthday

What We Do

Transforming the insurance industry is ambitious we know. That’s why at Applied we’re building a team that shows up every day ready to learn willing to try new things and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. At Applied we have a mission and a vision that guide us values that anchor us and a determination to achieve that propels us forward. We push the boundaries of innovation to solve the biggest challenges in insurance – helping us earn the title of indispensable partner from our customers. Our teammates show up as they are creating an authentic environment that fosters collaboration curiosity and connections – and one that doesn’t waste time on the unnecessary confines of corporate bureaucracy or hierarchy. No matter the role or title you have a voice at the table space to work hard and achieve and unending opportunities to be a great teammate.

Why Work With Us

Our commitment to you is simple: when you bring your best we promise you a place where amazing career moments are made possible.

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