Customer Success Manager

Applied is where insurance technology gets reinvented, and we build it fast. Our cloud software and AI-powered solutions reach thousands of agencies and brokers worldwide, setting the pace for what modern insurance can do.

We’re looking for a Customer Success Manager to join our Account Management team and manage strong relationships with assigned customer accounts, ensuring high satisfaction, successful product adoption, and clear recognition of ROI.

The ideal team member will be hyper-focused on driving revenue growth through low cancellations and churn, high retention, and increased customer advocacy, while staying flexible and agile as business priorities evolve.

Maintain a customer-centric attitude across all client interactions, delivering first-class service that drives high NPS scores

Collaborate with internal Applied teams to resolve customer issues, communicate product requests, and deliver excellent service on a timely basis

Set appropriate expectations with customers to position Applied’s team and products for success

Understand, analyze, and solve challenging customer requests using creative solutions

Develop and implement account plans to drive customer retention and grow the relationship

Lead quarterly business reviews covering perceived value, usage metrics, areas for improvement, wins and milestones, and new product features

Build a deep understanding of customer business initiatives and partner with customers and Applied teams to reach those goals through Strategic Success Planning

Analyze customer health metrics and engagement using internal tools and usage data, feeding insights back to product and service teams to drive continuous improvement, and championing customer advocacy across Applied departments to ensure a consistent experience

Travel up to 15% for team meetings and customer events, as required

Strong verbal and written communication skills, able to convey information clearly, accurately, and concisely

Minimum of 2-3 years of experience in a customer success or customer-facing role, with a proven track record and a self-starter, proactive mindset

Expertise in customer success best practices and customer retention

Ability to organize and prioritize tasks and projects with high attention to detail

Empathetic to customer frustrations and needs, with experience working with customer and senior executive stakeholders

Creative problem solver, able to identify underlying problems, not just symptoms

Excellent presentation skills, both creating and presenting in client-facing meetings

Bonus points if you also have:

Familiarity with Applied’s product portfolio, including our core management systems and extended solutions

Experience with Salesforce

Talent shows up in a lot of different ways, and we mean that. We welcome candidates from all backgrounds and experience levels, including military members and their spouses and those without a traditional degree or tech background. If this role speaks to you, apply.

Why You’ll Like Working on Team Applied The best work happens when smart people move fast, together. For over 40+ years, Applied has built technology that solves real problems for insurance professionals - and we’re still pushing what’s possible.

You’ll be part of our people-first culture built on trust, inclusion, and growth - where you’re supported to deliver, collaborate with teammates who care, and grow with leaders invested in your success.

We invest in the whole person, not just the role. Our benefits and resources are built to support your health, your time, and your life outside of work:

Medical, Dental, and Vision Coverage

Holiday and Vacation Time

Health & Wellness Days

A Bonus Day for Your Birthday

We leverage AI tools to streamline parts of our recruitment workflow (such as resume parsing and interview scheduling). However, final decisions are always conducted by real humans.

Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don’t discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.

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