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Insurance Client Success Manager Jobs in Oregon (NOW HIRING)

OneSource Virtual

Sr. Customer Success Manager

OR · Remote

Summary The Sr. Customer Success Manager works to ensure customers achieve their desired outcome ... Work with the client project manager and executive team to identify/resolve all issues that could ...

OneSource Virtual

Sr. Customer Success Manager

OR · Remote

Summary The Sr. Customer Success Manager works to ensure customers achieve their desired outcome ... Work with the client project manager and executive team to identify/resolve all issues that could ...

Ellucian

Customer Success Manager | Remote

CSMs take a consultative approach to client relationship management, working to understand the customer's goals and offering best practices for product usage. They ensure each customer's success by ...

Everseen

Customer Success Manager

Portland, OR · On-site

The Role The Customer Success Manager role is pivotal in building and nurturing long-term ... What you'll do Client Relationship Support * Influence a portfolio of enterprise retail accounts to ...

Everseen LTD

Customer Success Manager

Portland, OR · On-site

The Role The Customer Success Manager role is pivotal in building and nurturing long-term ... What you'll do Client Relationship Support * Influence a portfolio of enterprise retail accounts to ...

New

Aligned

Customer Success Manager

OR · Remote

$90K - $105K/yr

Customer Success Manager (CSM) Location: Remote (US) About Us: Aligned is the buyer enablement ... You'll be joining a market leader, as the #1 Digital Sales Room and Client Portal on G2. With 25 ...

Lifted

OR

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

Bioclinica

OR · On-site

As an Account Director, Client Success, you will lead designated strategic client accounts and own ... Act as the voice of the customer internally, ensuring expectations are aligned and managed ...

Five9

OR

David Turek The Majors Customer Success Manager will partner with internal cross-functional Five9 ... Experience in delivering client-focused solutions based on customer needs * Ability to discuss ...

Placer.ai

Customer Success Manager

OR · Remote

$70K - $100K/yr

Placer.ai is looking for a talented Customer Success Manager who will manage a book of customer ... Engage actively in client discussions to position the value of our solution * Partner with cross ...

Compliancy Group LLC.

OR · On-site

$75K - $82K/yr

Qualifications: * 2+ years of experience in Customer Success, Account Management, Client Services, or a related role. * Strong organizational skills to manage a high volume of accounts with ...

Compliancy Group LLC.

OR

$75K - $82K/yr

Qualifications: * 2+ years of experience in Customer Success, Account Management, Client Services, or a related role. * Strong organizational skills to manage a high volume of accounts with ...

AcuityMD

OR · On-site

$120K - $160K/yr

Customer Success Manager, Growth AcuityMD is a software and data platform that accelerates access ... Lead Executive Business Reviews with client executives to communicate value provided by AcuityMD ...

Service Titan

OR · On-site

A natural ability to think several steps ahead of the client and take proactive steps to address ... insurance, legal advisory services, financial planning tools, and more. At ServiceTitan, we ...

Five9

OR · On-site

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

Service Titan

OR · On-site

A natural ability to think several steps ahead of the client and take proactive steps to address ... insurance, legal advisory services, financial planning tools, and more. At ServiceTitan, we ...

SOCi

Strategic Customer Success Manager

OR · On-site +1

$90K - $115K/yr

... Manager to ensure the long-term success of our clients by nurturing exceptional client ... The ideal candidate is passionate about client service and skilled in handling complex client ...

Egnyte

Sr. Customer Success Manager

$80K - $90K/yr

SRCUSTOMER SUCCESS MANAGER I REMOTE,US EGNYTE YOUR CAREER. SPARK YOUR PASSION. Egnyte is a place ... Perks include discounted pet insurance, electronics, theme park tickets, travel, plus more * Your ...

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All JobsInsurance Client Success JobsInsurance Client Success Manager JobsInsurance Client Success Manager Jobs in Oregon

Insurance Client Success Manager information

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 are Insurance Client Success Managers?

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, and why are they important?

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 are popular job titles related to Insurance Client Success Manager jobs in Oregon? For Insurance Client Success Manager jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Insurance Client Success Manager jobs in Oregon look for? The top searched job categories for Insurance Client Success Manager jobs in Oregon are:
What cities in Oregon are hiring for Insurance Client Success Manager jobs? Cities in Oregon with the most Insurance Client Success Manager job openings:
Insurance Client Success Manager jobs near you
Infographic showing various Insurance Client Success Manager job openings in Oregon as of June 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 79% In-person, and 21% Remote job distribution.
Sr. Customer Success Manager

Sr. Customer Success Manager

OneSource Virtual

OR • Remote

Full-time

Posted 19 days ago

Job description

OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution atwww.onesourcevirtual.com.

Job Description Summary
The Sr. Customer Success Manager works to ensure customers achieve their desired outcome, with OSV services. As a trusted advisor, Customer Success Managers lead customers through defined success criteria, ensuring customers receive maximum value from our services. Customer Success Managers focus on driving adoption, increasing value, and managing retention.
The Customer Success Manager partners with internal teams to drive a deeper understanding of the customer throughout the organization, leading to improved services and expansion opportunities.

Responsibilities:

  • Handling overall responsibility for managing the customer relationship.

  • Establishing a trusted adviser relationship that works to ensure customer's overall satisfaction with our products and services.

  • Acting as a liaison between the customer and varying OSV servicedelivery areas. The focus is ensuring services adoption and capturing feedback.

  • Developing success plans for customers that outline their critical success factors, metrics and measures for success, potential issues, and provide recommendations.

  • Prioritizing and driving resolution on escalated customer challenges.

  • Promoting opportunities for two-way communication.

  • Monitoring and facilitating the customer's adoption of OSV services and solutions, as well as adoption of the workday technology.

  • Leveraging customer relationships as needed for prospect references.

  • Keeping customers informed of process and procedural changes.

  • Demonstrate competency in the Workday product suite - Financials, HCM, and Payroll.

  • Work with the client project manager and executive team to identify/resolve all issues that could impact satisfaction.

Required Skills / Experience:

  • 2 -5 years in a customer facing services role (consulting or account management) that includes problem solving at both the business owner and executive levels.

  • Proven ability to collaborate and build strong relationships with customers, especially at the executive level.

  • Proven ability to engage across corporate functions (Services, Professional Services, Product Management).

  • Excellent verbal and written communication skills, including the ability to chair meetings or host webinars.

  • Bachelor's degree required or equivalent experience.

  • Excellent organization, time management, and communication skills.

  • Service industry experience a plus.

  • Up to 30% travel

  • Passion for targeted customer focus.

#LI-REMOTE

You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.

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