Senior Customer Success Manager
LEEO
- Location
- Remote (United States)
- Employment
- Full-time
- Level
- Senior Level
Posted 5 days ago
About the role
LEEO is seeking a Senior Customer Success Manager to guide commercial auto insurance clients through onboarding and telematics activation. The role focuses on managing account health, resolving policy and device issues, and collaborating with internal teams to improve customer workflows and processes.
Skills
Customer Success
Account Management
Customer Relationship Management
Customer Onboarding
Telematics Activation
Commercial Auto Insurance
Customer Communication
Data Analysis
Microsoft Excel
Salesforce
HubSpot
Slack
Atlassian Suite
Process Improvement
Cross-Functional Collaboration
Account Health Monitoring
Perks
- Remote Work
Full job details
Responsibilities
- Guide insureds through onboarding and ensure timely telematics activation across drivers and devices.
- Monitor account “health checks” and proactively reach out to resolve activation gaps or device issues.
- Serve as a trusted advisor to customers, managing inquiries related to policy servicing, billing, driver changes, and account maintenance.
- Analyze fleet and customer data to identify trends, compliance issues, and opportunities for improvement.
- Collaborate cross-functionally with Product, Engineering, and Operations to troubleshoot and remove friction in customer workflows.
- Document customer interactions, update CRM records, and contribute feedback to improve internal processes and customer experience.
- Support Customer Engagement Managers (CEMs) in executing monthly loss control reports and customer communications.
- Contribute to process innovation and scalability initiatives across the Customer Experience organization.
Skills and Qualifications
- 3–6 years of experience in Customer Success, Account Management, Insurance Services, or similar operational/customer-facing roles.
- Strong written and verbal communication skills with proven ability to build and manage customer relationships at all levels.
- Proficiency in Microsoft Excel; experience with Salesforce, HubSpot, Slack, and Atlassian Suite a plus.
- Highly organized self-starter with strong attention to detail.
- Experience managing complex, multi-divisional, or geographically distributed customers.
- Familiarity with commercial auto insurance and/or telematics-based programs preferred.
- Solutions-oriented, customer-focused mindset with a track record of improving processes and driving outcomes.
Location: Remote