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Customer Success Manager



New York, NY, USA · Remote
Posted on Thursday, August 10, 2023

About CoverForce
We are an Insurtech platform empowering insurance agents to quote, bind and pay for business insurance policies from multiple carriers. Our goal is to build a centralized insurance API through which agencies and corporate customers can interact with insurance carriers. Think of Plaid for the insurance industry.

We raised $5m in Seed funding and are backed by top VCs & execs from NYCA Partners, QED Investors, Google, Uber, Walmart...and a co-founder of Plaid.

The Opportunity
As the first Customer Success Manager, you will play a critical role in ensuring the success and satisfaction of our customers, helping to drive retention and growth. This role is a perfect fit for an experienced Customer Success Manager who thrives in fast-paced environments. The role will work closely with the founders and will have the opportunity to take ownership and wear many hats, developing, formalizing and implementing Customer Success strategies and action plans. As an early employee, you will impact customer strategy, management information systems, team culture, and more.

Our product was inspired by talking with 100s of agents, dozens of carriers, and identifying the critical pain points in the quote, bind, and payment process. We see our solution scaling to independent agencies, agency management systems, and corporate customers.

What we are looking for

We are moving from catering to a handful of agencies, to open ourselves up to 500+ agencies that are members of our partner Networks.

Simultaneously, we are looking to strategically target Corporate customers for our Developer APIs and Online Storefront products.

We aim to onboard 500-1000 Agencies in the next 12 months, by leveraging our Agency Network relationships, and 5-10 Corporate API users.


  • Build and maintain strong, long-lasting customer relationships.
  • Onboarding and Implementation.
  • Conduct regular check-ins with customers to review their progress and address concerns.
  • Partner with customers to understand their business needs and objectives.
  • Serve as a product expert, delivering comprehensive product demonstrations and training sessions to customers.
  • Implement best-practices in Onboarding channels that can help to formalize a process to streamline sales and onboarding for both our Agency and
  • Corporate customers, and a process for capturing customer feedback to inform our Engineering team.


  • Prior experience / knowledge within the Insurance is desired but not a pre-requisite
  • Proven experience in customer success or account management roles
  • Ability to communicate, present and influence all levels of the organization
  • Proven ability to articulate the distinct aspects of products and services
  • Keen interest in Customer Discovery
  • Excellent verbal and written communications skills

CoverForce's HQ is in NYC and for this role, we are open to candidates based anywhere in the United States.


  • Competitive compensation with incentive bonuses
  • We offer full healthcare, dental and other benefits.