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Insurance Client Success Manager Jobs in Oregon (NOW HIRING)

Lead Customer Success Manager - West

OR · On-site +1

$190K - $220K/yr

Role Overview As a Lead Customer Success Manager , you will own the post-sales strategic ... Shift client conversations from product usage to business impact, leading executive business ...

As the trial process lead, Trial Success Managers (TSMs) will manage key elements of our proof-of ... Design and configure the Motive platform to meet the unique needs of the client and ensure it ...

Sprinklr's Customer Organization focuses on four strong pillars of Client Experience, Operational ... life and disability insurance, and health benefits including medical, dental, vision, and ...

Director, Partner Success

OR · On-site +1

$160K - $190K/yr

... role in managing a geographic region of plans, with key business results related to client ... Competitive medical, dental, and vision insurance * Healthcare and Dependent Care FSA; Company ...

$115K - $140K/yr

Manager, Customer Success Location : Bellevue, WA or Chicago, IL At LogicGate, we recognize that ... While balancing people leadership with strategic oversight of a client portfolio, you will coach ...

Security Success Analyst

OR · On-site +1

$80K/yr

You will manage security deliverables across client service tiers, maintain accurate system ... Collaborate with Projects, Onboarding, Client Success, and Responsive Support teams on security ...

Security Success Analyst

OR · On-site +1

$80K/yr

You will manage security deliverables across client service tiers, maintain accurate system ... Collaborate with Projects, Onboarding, Client Success, and Responsive Support teams on security ...

Enterprise Client Success Status: Full-Time Exempt Reports to: Managing Director, Major Accounts ... Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program ...

Showing results 41-60

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.

Lead Customer Success Manager - West

OR • On-site, Remote

$190K - $220K/yr

Full-time

Re-posted 16 days ago


Key responsibilities

  • Own the post-sales strategic relationship, retention, and value realization across enterprise accounts.

  • Partner with Sales and technical teams to identify expansion opportunities and ensure technical delivery aligns with business outcomes.

  • Lead executive business reviews to demonstrate ROI and support long-term account growth.


Job description

This is a remote position that must be based in PST or MST.

Role Overview

As a Lead Customer Success Manager, you will own the post-sales strategic relationship, retention, and value realization across our highest-stakes enterprise accounts. You are a self-starter and bar-raiser who operates with high autonomy, driving customer outcomes while working in tight partnership with Sales to uncover and capitalize on strategic growth opportunities.

In this role, you will serve as the trusted advisor and strategic lead for your portfolio, orchestrating technical and commercial counterparts-including Forward-Deployed Engineers (FDEs), Account Executives, and Product leaders. You will bridge complex technical deployments with executive-level business goals, ensuring customers realize maximum value from their investment and naturally expand their footprint with us.

Key Responsibilities
  • Drive Strategic Account Value & Retention: Accountable for net retention, customer health, and long-term strategic alignment across a portfolio of complex enterprise accounts.
  • Partner with Sales for Account Growth: Work side-by-side with Account Executives/Strategic Account Managers to identify expansion vectors, co-develop account plans, and position new capabilities that directly support the customer's technical roadmap.
  • Integrate with Technical Counterparts: Partner closely with Forward-Deployed Engineers (FDEs) and technical leads to ensure technical delivery aligns directly with the client's business outcomes, removing friction and accelerating time-to-value.
  • Operate as an Independent Bar-Raiser: Proactively build scalable Customer Success playbooks, elevate executive engagement standards, and operate with extreme ownership without needing step-by-step guidance.
  • Cultivate C-Suite & Technical Sponsorship: Build multi-threaded relationships across business and technology functions (CIO, CISO, CTO, VPs of Engineering, Product Leads) to ensure continuous alignment with top corporate initiatives.
  • Drive Business Outcomes & QBRs: Shift client conversations from product usage to business impact, leading executive business reviews (EBRs/QBRs) that demonstrate clear ROI and anchor the account for long-term growth.
Qualifications & Requirements
  • Post-Sales Strategic Track Record: 10+ years in Enterprise Customer Success, Account Management, or Technical Account Management handling high-ARR, complex enterprise platforms.
  • Commercial Acumen & Growth Mindset: Proven history of partnering with Sales to identify, nurture, and help close upsells, expansions, and renewals in complex, multi-stakeholder environments.
  • Technical & FDE Alignment: Deep experience collaborating with Forward-Deployed Engineers, Solutions Architects, and product delivery teams to translate technical achievements into commercial value.
  • High Autonomy & Leadership: Self-motivated bar-raiser with a bias for action who excels in ambiguous, fast-paced environments and takes full accountability for account outcomes.
  • Executive Presence: Outstanding communication and presentation skills, with a track record of challenging and advising C-level executives on technology strategy and operational efficiency.
Nice-to-Haves / Pluses
  • High Tech Industry Expertise: Domain knowledge in High Tech (e.g., cloud native, hardware/software OEMs, or AI/ML platforms) and an understanding of how engineering-led enterprises operate and scale.
What Success Looks Like in Year 1
  • Month 3: Fully onboarded, account health assessments completed, and tight alignment established with assigned Sales AEs and FDE teams on key accounts.
  • Month 6: Value-realization frameworks and executive cadence active across all accounts, with clear expansion pipelines co-developed alongside Sales.
  • Month 12: High Net Retention Rate (NRR) achieved across the portfolio, demonstrable business outcomes delivered with FDEs, and elevated CS playbooks established as standard practice for the broader team.

Target Annual Earnings (salary + commission): $190K-220K OTE

Applicants for this opportunity must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

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