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Associate Customer Success Manager

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’s AI/ML-driven platform leverages deep reinforcement learning to help insurance companies optimize the portfolio of risks they insure, allowing them to continue to provide fair and equitable pricing in difficult-to-price areas. Our category-defining ‘RiskOps’ solution drives better underwriting decisions by operationalizing underutilized data investments and surfacing real-time risk and portfolio insights. We focus on putting insurance underwriters back in the driver’s seat, helping them meet their goals while providing an important service to society.


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


Here at Federato, your capabilities are important, but culture fit is quintessential. 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, so sticks-in-the-mud need not apply.


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

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CEO of Federato
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Will Ross
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What You Should Know About Associate Customer Success Manager, Federato

Join Federato as an Associate Customer Success Manager and become a key player in revolutionizing the insurance industry! At Federato, we’re on a mission to make efficient and equitable insurance accessible to all, addressing contemporary challenges like the climate crisis and cyber threats. You'll be the bridge between our innovative AI/ML-driven platform and our valued clients, ensuring they effectively utilize our category-defining 'RiskOps' solution. Your responsibilities will include leading customer-facing projects, coordinating with various internal teams, and maintaining comprehensive documentation to keep everyone aligned. With your experience in property & casualty or specialty insurance, you'll be adept at identifying trends in customer support requests and ensuring every project milestone is met seamlessly. You’ll also play a vital role in user training, enhancing their experience with our software. Your strong communication skills will allow you to manage relationships with internal stakeholders and customers alike, making sure their voices are heard. If you’re someone who enjoys a fast-paced environment and believes in the power of collaboration and continuous learning, we can’t wait to meet you! At Federato, our culture thrives on fun, innovation, and diversity, so if you’re ready to make a tangible impact while enjoying your work, this is the role for you.

Frequently Asked Questions (FAQs) for Associate Customer Success Manager Role at Federato
What does an Associate Customer Success Manager do at Federato?

As an Associate Customer Success Manager at Federato, you'll lead customer-facing projects, streamline communication between teams, and train users on maximizing our software solutions. Your role ensures that our clients experience smooth implementations and derive real value from our AI/ML-driven platform.

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What qualifications are needed for the Associate Customer Success Manager position at Federato?

Candidates for the Associate Customer Success Manager role at Federato should possess 3-5 years of experience in property & casualty insurance, especially in underwriting or operations. Experience in customer success or project management in software delivery is also essential, alongside strong communication skills and knowledge of project management tools.

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How can I succeed as an Associate Customer Success Manager at Federato?

To excel as an Associate Customer Success Manager at Federato, focus on building strong relationships with clients and internal teams, mastering project management methodologies like Agile and Scrum, and being proactive in identifying customer needs. Continuous learning and a customer-centric mindset are pivotal for success.

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What is the work environment like at Federato for an Associate Customer Success Manager?

At Federato, the work environment for an Associate Customer Success Manager is dynamic and collaborative, emphasizing fun and innovation. You will be part of a diverse team that values listening to customers and embracing new ideas to drive positive change in the insurance sector.

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What kind of projects will I manage as an Associate Customer Success Manager at Federato?

In the Associate Customer Success Manager role at Federato, you will manage a variety of projects including user training sessions, software delivery support requests, and risk management initiatives. Your project planning skills will ensure deliverables meet quality standards and exceed customer expectations.

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Is remote work an option for the Associate Customer Success Manager at Federato?

Yes, Federato offers remote work opportunities for the Associate Customer Success Manager position, allowing you the flexibility to balance your work and personal life while engaging with a talented team committed to transforming the insurance landscape.

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What other skills are valuable for the Associate Customer Success Manager at Federato?

Valuable skills for the Associate Customer Success Manager at Federato include risk management, excellent problem-solving abilities, familiarity with software development lifecycles, and a customer-focused approach to maintaining strong client relationships and ensuring successful project outcomes.

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Common Interview Questions for Associate Customer Success Manager
Can you describe your experience with project management methodologies as an Associate Customer Success Manager?

When answering this question, highlight any experience with Agile, Scrum, or Waterfall methodologies. Discuss your role in leading projects, ensuring milestones are met, and how you adapted processes to meet client needs. Provide specific examples that showcase your project management skills.

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How do you handle challenges while managing customer expectations?

To effectively address this question, explain your approach in communication and transparency with clients. Discuss how you proactively identify issues, present solutions, and maintain regular updates to keep customers informed, thereby managing their expectations and ensuring satisfaction.

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What strategies do you use for successful stakeholder coordination?

In your answer, emphasize the importance of clear communication and relationship-building. Describe how you engage with different stakeholders, the methods you use to gather feedback, and how you ensure everyone is aligned towards the project's goals and timelines.

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Could you explain how you approach quality assurance in project delivery?

Explain your process for establishing quality standards and the steps you take to ensure deliverables meet those standards. Discuss your collaboration with QA teams and how you incorporate customer feedback into improving the quality of the final product.

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How do you measure customer success for the software solutions you manage?

Discuss specific metrics you track, such as customer adoption rates, usage statistics, and customer satisfaction scores. Explain how you analyze these metrics to identify areas for improvement and how you implement solutions to enhance customer success with the software.

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How would you manage multiple customer projects simultaneously?

In your answer, emphasize the importance of effective prioritization and time management. Discuss tools you utilize for project tracking and how you ensure communication remains clear among all clients to handle overlapping demands without compromising quality.

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What are your techniques for conducting user training sessions?

Explain your methodology for user training, focusing on engaging participants, addressing their needs, and utilizing resources that enhance their learning experience. Discuss your approach to follow-up support to ensure users feel confident in using the software.

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How do you proactively identify and manage risks in customer projects?

Describe your approach to risk identification, such as conducting regular assessments and gathering feedback from customers. Explain how you develop mitigation plans and communicate them effectively to stakeholders to ensure transparency and alignment.

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What role does customer feedback play in your work as an Associate Customer Success Manager?

Highlight the importance of customer feedback in your processes. Discuss methods you use to collect feedback, how you analyze it to identify trends, and how you leverage that information to drive improvements in the software and overall customer experience.

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Why do you want to work for Federato as an Associate Customer Success Manager?

In answering this, express your passion for promoting equitable insurance solutions and your admiration for Federato’s innovative technology. Share how your background aligns with the company's mission and how you envision contributing to its success while growing in a collaborative environment.

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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 in the face of issues like the climate crisis, cyber attacks, and social unrest.

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Full-time, remote
DATE POSTED
November 25, 2024

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