**About the Role**:
As a Customer Success Manager, you will play a critical role in supporting our clients after the policy bind process (Post-Bind). You will ensure they fully understand how to use our insurance services, assist with onboarding and training, and provide ongoing support to drive satisfaction and retention. **Key Responsibilities**: - Manage and support clients through **post-bind processes**
- Help customers understand how to effectively use our services and platforms
- Onboard and train new clients
- Build and maintain strong, long-term relationships with clients
- Respond to customer inquiries and resolve issues in a timely and professional manner
- Monitor customer engagement and identify opportunities for upsell or additional support
- Collaborate with internal teams to continually improve the customer journey **Tools You’ll Use**: - ** Salesforce Sales Cloud** (CRM & task management)
- ** Zoom Phone and Zoom WorkSpace** (client communication & collaboration)
- ** DocuSign** (document handling & signature collection)




- ** Office 365** (Outlook, Excel, Word, Teams, etc.)
- Other internal systems and tools as required **Requirements**: - Previous experience in Customer Success, Account Management, or a related customer-facing role
- Understanding of insurance industry processes is a plus, especially post-bind workflows
- Strong communication and problem-solving skills
- Comfortable with remote work and multitasking across multiple systems
- Tech-savvy and experienced with digital tools and platforms
- Availability to work full-time **during Pacific Time (PT)** business hours **What We Offer**: - 100% Remote work
- Collaborative and supportive team culture
- Training and growth opportunities
- Competitive compensation based on experience **Interested?**
We’d love to hear from you! Please submit your resume and a short note about why you're a great fit for this role.

📌 Customer Success Manager (English and Russian/ukrainian Are Required) (Roma)
🏢 U Trust Insurance Agency
📍 Roma