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Insurance Client Success Manager Jobs in Oregon (NOW HIRING)

Advocate for and optimize our product to increase client revenue and utilization. * Provide ... Employer-sponsored health insurance plan through TriNet, including medical (United Healthcare), ...

Customer Success Manager

OR ยท On-site +1

Customer Success Manager (Full-Time Remote, Health Tech) Who We Are: NuvemRx helps community health ... Own a portfolio of customers and ensure delivery of measurable outcomes aligned to each client ...

Customer Success Manager

OR ยท On-site +1

We're seeking a dynamic Enterprise Customer Success Manager to partner with customers and help them ... Excellent communication skills, experience leading client meetings, QBRs, product trainings

Customer Success Manager

OR ยท On-site +1

About the Role As a Customer Success Manager, you will be primarily responsible for partnering with ... Introduce new opportunities to expand usage and optimize client experiences * Use internal tools to ...

Customer Success Manager

OR ยท On-site +1

Summary Symboticis seeking aCustomer Success Managerto serve as a key driver of system performance ... Candidate must have a valid driver's license and the ability to drive and/or fly to client and ...

Position Overview The Business Customer Success Manager (CSM) plays a strategic role in driving ... Client Services, serving as the voice of the customer and ensuring longโ€‘term customer health.

Experience in Customer Success, Account Management, Business Development, or another client-facing role preferred * Ability to discuss, understand, and work within complex project and processes

Lead Customer Success Manager

Salem, OR ยท On-site

$96K - $124K/yr

... life insurance. With programs for family planning from Maven Clinic to managing diabetes like ... success with a dynamic, innovative, and inclusive environment. Our commitment to personal growth ...

Business Customer Success Manager

Portland, OR ยท On-site

$72K - $128K/yr

... Client Services, serving as thevoice of the customer and ensuring long-term customer health ... Up to 5 years of experience in Customer Success, Account Management, Sales, Renewals, or other ...

Business Customer Success Manager

Portland, OR ยท On-site

$72K - $128K/yr

... Success Manager (CSM) plays a strategic role in driving measurable business outcomes for Autodesk ... Client Services, serving as the voice of the customer and ensuring long-term customer health.

... Client Services, serving as thevoice of the customer and ensuring long-term customer health ... Up to 5 years of experience in Customer Success, Account Management, Sales, Renewals, or other ...

... with client executive teams * Understand your customers' pain points, initiatives and business ... Health Insurance * Dental Insurance * Vision Insurance * Flexible Spending Account (FSA) * Short ...

Customer Success Manager, Corp 3

Portland, OR ยท On-site

$80K - $100K/yr

Customer Success Manager Smarsh empowers its customers to manage risk and unleash intelligence in ... This includes but is not limited to processing At Risk cases, escalating client needs internally ...

About the Role The Enterprise Customer Success Manager (CSM) is a critical, relationship-focused ... Employee health insurance * Very competitive compensation * Ability to have your fingerprint on an ...

Customer Success Manager, Corp 3

Portland, OR ยท On-site

$80K - $100K/yr

Customer Success provides business-level relationship management to drive maximum lifetime value ... This includes but is not limited to processing At Risk cases, escalating client needs internally ...

Customer Success Manager, Forma

OR ยท On-site +1

$68K - $122K/yr

Experience in Customer Success, Account Management or a client-facing role * You will be fully remote with travel expected up to 35% * Display sincere curiosity to understand one of the largest, most ...

Customer Success Manager, Forma

Portland, OR ยท On-site

$68K - $122K/yr

Experience in Customer Success, Account Management or a client-facing role * You will be fully remote with travel expected up to 35% * Display sincere curiosity to understand one of the largest, most ...

Skills & Experience * 2+ years of client facing experience. * Exceptional level of customer support ... Strong project management, organizational, and interpersonal skills. * Excellent verbal and written ...

Growth Customer Success Manager

OR ยท On-site +1

$125K - $150K/yr

As a Growth Customer Success Manager, you'll be responsible for retaining and growing 40-60 mid ... Health, dental, vision insurance * 401k plans * Unlimited PTO, free lunches at the office * We are ...

Showing results 21-40

Insurance Client Success Manager information

What is an insurance client success manager?

Insurance Client Success Managers are professionals who act as the main point of contact between insurance companies and their clients. They ensure clients have a positive experience by addressing their needs, resolving issues, and helping clients understand their insurance products and services. Their responsibilities often include onboarding new clients, managing renewals, and identifying opportunities to upsell or cross-sell additional products. They play a critical role in maintaining client satisfaction and retention for insurance agencies.

What are the key skills and qualifications needed to thrive as an insurance client success manager?

To thrive as an Insurance Client Success Manager, you need a solid understanding of insurance products, client relationship management, and often a bachelor's degree in business or a related field. Familiarity with CRM software, policy management systems, and possibly insurance licensing are typically required. Exceptional communication, problem-solving, and empathy help build strong client relationships and resolve issues proactively. These skills ensure client retention, satisfaction, and effective delivery of insurance solutions in a competitive market.

How does an insurance client success manager typically collaborate with other departments to support client needs?

Insurance Client Success Managers work closely with teams such as underwriting, claims, and sales to ensure clients receive comprehensive and timely support. They often act as a liaison, communicating client feedback and requirements to relevant departments, and coordinating efforts to resolve issues or implement new services. This collaborative approach helps build strong client relationships and ensures that client concerns are addressed promptly, contributing to high satisfaction and retention rates.

What is the difference between Insurance Client Success Manager vs Insurance Account Executive?

AspectInsurance Client Success ManagerInsurance Account Executive
Primary FocusEnsuring client satisfaction, retention, and ongoing supportAcquiring new clients and managing sales processes
Work EnvironmentCustomer service, account management, client communicationSales, prospecting, client meetings
Required CredentialsInsurance licenses, customer service skills, industry knowledgeInsurance licenses, sales skills, industry knowledge
Employer & Industry UsageInsurance companies, brokerages, agenciesInsurance agencies, brokerages, carriers

While both roles require insurance licenses and industry knowledge, the Insurance Client Success Manager focuses on maintaining client relationships and ensuring satisfaction, whereas the Insurance Account Executive emphasizes acquiring new clients and driving sales. Understanding these differences helps job seekers target the right roles in the insurance industry.

What cities in Oregon are hiring for Insurance Client Success Manager jobs?

Cities in Oregon with the most Insurance Client Success Manager job openings:

Infographic showing various Insurance Client Success Manager job openings in Oregon as of September 2026, with employment types broken down into 100% Full Time. Highlights an 70% In-person, 9% Hybrid, and 21% Remote job distribution.

Enterprise Customer Success Manager

OR โ€ข On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 3 days ago


Key responsibilities

  • Manage and retain Tier 1 and strategic accounts to ensure client satisfaction.

  • Collaborate with internal teams to support clients' fundraising goals and optimize product utilization.

  • Use data analysis and account management systems to develop strategies for client success and revenue growth.


Job description

About Donorbox

Donorbox is a leading fundraising platform and donor management system for nonprofit organizations. Our mission is to accelerate positive impact worldwide by helping nonprofits become highly effective at raising funds and managing their supporter base. Since 2014, we have powered more than 100,000 global organizations to raise over $4 billion in donations.

Our fast-growing company is profitable and bootstrapped with a healthy run rate. We have a fully distributed and diverse 150-person team based in 16+ states and 23+ countries. In 2026, Donorbox was named by Built In as one of the Best Places to Work in Washington, DC.

Donorbox is rated the #1 software for fundraising, donor management, and nonprofit payment on G2 based on hundreds of verified customer reviews - a reflection of the care our team puts into building products that nonprofits trust.

The Role

As an Enterprise Customer Success Manager (eCSM) you will be pivotal in managing and nurturing relationships with our strategic accounts, specifically our Tier 1 clients. You will collaborate closely with our Sales, Customer Org, and Product/Engineering teams to ensure that our clients achieve their desired outcomes with our product, while also identifying opportunities for expansion and driving renewals. This is a highly impactful role, focused on customer retention, satisfaction, and overall success with our platform.ย 

Responsibilities
  • Manage and retain our Tier 1 & strategic accounts and build long-term relationships to ensure client satisfaction.ย 
  • Develop strong relationships with top clients, understanding their mission, market position, and fundraising goals.
  • Advocate for and optimize our product to increase client revenue and utilization.
  • Provide insights and best practices on implementation, UX, and marketing to clients.
  • Develop systems to manage a large number of accounts proactively and efficiently.ย 
  • Use sound business judgment to prioritize accounts and efficiently allocate resources.
  • Use data analysis to develop and implement strategies to optimize revenue.
  • Make educated recommendations to help clients fundraise more effectively.
  • Provide support via email, phone, and video conference to resolve client issues and answer questions.
  • Work closely with team members to resolve issues and ensure the highest quality of service.ย 
  • Communicate effectively with managers/executives to build processes and workflows for efficiency.
  • Record and track all customer interactions in HubSpot.

Required Skills and Qualifications:

  • 3+ years of experience serving as a nonprofit fundraiser. You need to understand how nonprofits function and the critical role they play in society.
  • 5+ years of experience in B2B SaaS business model as a Customer Success Manager. Capable of making expert recommendations of our product to support the technical aspects of fundraising.
  • Proven experience in account management, sales, customer success, or support roles.
  • Comfortable with data analysis, spreadsheets, and CRMs (ClientSuccess, HubSpot, Salesforce, etc.). Ability to learn and use various systems to understand client needs before engagement.
  • Excellent written and verbal communication skills. Comfortable with initiating conversations, accepting rejection, and continuous follow-up.
  • Ability to work independently with strong organizational skills and attention to detail.
  • Must be compassionate towards nonprofits, understanding their challenges, and showing empathy in interactions.
Qualifications & Experience
  • Competency in a CRM (ClientSuccess/Hubspot preferable) required.
  • Bachelor's degree in related field.ย 
  • Experience in developing strategic account plans for risk mitigation and client retention.
  • Direct experience working with nonprofit organizations in a professional capacity.
  • Speaks/Writes English (required) & French (preferred)
Details
  • Fully remote based in the United States
  • Salary: 70-90k + 3-6% commission
Benefits & Perks
  • Fully remote work from the comfort of your home
  • Generous time off policy of 21 days (birthday included ), 8 designated/floating holidays, 2 paid volunteer days, and 5+ sick days (dependent on state)
  • Employer-sponsored health insurance plan through TriNet, including medical (United Healthcare), dental, vision, and life
  • 401(k) retirement plan via TriNet's partner, Empower, with an employer match of up to 4%
  • Reimbursement package for home office expenses and professional development, up to $1.5k
  • Eligibility for employee equity plan (stock options)
  • Wellness program with fitness and mindfulness classes
  • Love your work and our mission of serving nonprofits!
The Application Process

We have 6 stages:

  1. Apply here and fill out our questions to tell us about you!
  2. Prescreen Call with the Talent Team
  3. Interview with Hiring Manager
  4. Assignment
  5. Panel/Final Interview
  6. Background & Reference Checks

If this sounds like the right role for you, please apply today and let us know why. We look forward to hearing from you!

This employer participates in E-Verify to confirm the employment eligibility of all newly hired U.S. employees. To learn more about E-Verify, please visit www.e-verify.gov.