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Insurance Client Success Manager Jobs in Austin, TX

Bankjoy

Client Success Manager

Austin, TX · On-site

Position Overview We are looking for a Client Success Manager to join our growing CSM team as we scale our client base across credit unions and community banks nationwide. You will own a portfolio of ...

Indeed Flex

Client Success Manager

Austin, TX · On-site

What you'll need * 1+ year of experience in Account Management, Customer Success, Client Services, or a similar customer-facing role, preferably within staffing, recruitment, workforce solutions ...

Luxury Presence

Client Success Manager I

Austin, TX · Hybrid

$70K - $90K/yr

We're looking for a Client Success Manager I to join our growing Client Success team. Are you ... Insurance, 401k Join us in shaping the future of real estate The real estate industry is in the ...

Luxury Presence

Client Success Manager I

Austin, TX · Hybrid

We're looking for a Client Success Manager I to join our growing Client Success team. Are you ... Insurance, 401k Join us in shaping the future of real estate The real estate industry is in the ...

Luxury Presence

Client Success Manager I

Austin, TX · On-site

We're looking for a Client Success Manager I to join our growing Client Success team. Are you ... Insurance, 401k Join us in shaping the future of real estate The real estate industry is in the ...

Luxury Presence

Client Success Manager II

Austin, TX · On-site

$75K - $100K/yr

We're looking for a Client Success Manager II to join our growing Client Success team. Do you love real estate? Do you enjoy talking to clients a lot? Are you hyper-organized, and project oriented?

Luxury Presence

Client Success Manager II

Austin, TX · Hybrid

$75K - $100K/yr

We're looking for a Client Success Manager II to join our growing Client Success team. Do you love real estate? Do you enjoy talking to clients a lot? Are you hyper-organized, and project oriented?

Luxury Presence

Client Success Manager II

Austin, TX · Hybrid

$75K - $100K/yr

We're looking for a Client Success Manager II to join our growing Client Success team. Do you love real estate? Do you enjoy talking to clients a lot? Are you hyper-organized, and project oriented?

Visa

Senior Consultant, Client Success

Austin, TX · On-site

Manage Strategic Banking Relationships: Own the day-to-day and strategic client success ... Life Insurance, Paid Time Off, and Wellness Program. Work Hours Varies upon the needs of the ...

Civitech

Client Success Support Specialist

Austin, TX · On-site +1

$60K - $70K/yr

... Manager. The Client Success Specialist is an individual contributor. Why Work At Civitech * Medical, Vision, & Dental Insurance * 401(k) plan * Employee Stock Options * Employer-paid Life Insurance

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All JobsInsurance Client Success JobsInsurance Client Success Manager JobsInsurance Client Success Manager Jobs in Austin, TX

Insurance Client Success Manager information

See Austin, TX salary details

$32.2K

$82.3K

$138.8K

How much do insurance client success manager jobs pay per year?

As of Aug 1, 2026, the average yearly pay for insurance client success manager in Austin, TX is $82,334.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $98,100.00 per year, depending on experience, location, and employer.

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 Austin, TX? For Insurance Client Success Manager jobs in Austin, TX, the most frequently searched job titles are:
What job categories do people searching Insurance Client Success Manager jobs in Austin, TX look for? The top searched job categories for Insurance Client Success Manager jobs in Austin, TX are:
What cities near Austin, TX are hiring for Insurance Client Success Manager jobs? Cities near Austin, TX 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 Austin, TX as of July 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 45% In-person, 15% Hybrid, and 40% Remote job distribution, with an average salary of $82,334 per year, or $39.6 per hour.

Client Success Manager

Bankjoy

Austin, TX • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 28 days ago

Job description

Who We Are
Bankjoy is a Y Combinator and Bessemer Venture Partner backed FinTech startup. We are changing the way community banks and credit unions do business, enabling them to become tech-driven and digital first. Bankjoy provides modern digital banking products including mobile banking, online banking, online account opening, loan origination, and conversational AI. Our mission is to revolutionize banking tech infrastructure by leading digital transformation at financial institutions - big and small.
Position Overview
We are looking for a Client Success Manager to join our growing CSM team as we scale our client base across credit unions and community banks nationwide.
You will own a portfolio of clients end-to-end - driving product adoption, leading executive business reviews, managing renewals, identifying upsell opportunities, and serving as the primary relationship owner for your accounts. You'll work closely with our Director of Client Success, Implementation, Tech Support, and Product teams to ensure every client gets maximum value from Bankjoy's platform.
The ideal candidate is proactive, relationship-driven, and commercially minded - someone who genuinely cares about client outcomes, knows how to navigate complex organizations, is comfortable engaging executive stakeholders, and can balance a high volume of accounts while taking a strategic approach to long-term client success.
Key Responsibilities
Client Relationship Management
  • Own a portfolio of credit union and community bank clients, serving as their primary point of contact at Bankjoy
  • Build and maintain strong, trusted relationships with client stakeholders, from day-to-day administrators to executive sponsors
  • Become a trusted advisor to executive stakeholders by providing strategic recommendations that align Bankjoy solutions with each client's business objectives
  • Conduct regular business reviews and executive meetings to review platform performance, discuss future goals and priorities, identify opportunities for additional value, and align on long-term success
  • Lead onsite client engagements, including preparing executive presentations, facilitating strategic discussions, documenting action items, and ensuring follow-through
  • Serve as the voice of the client internally - ensuring client needs and feedback are surfaced to Product, Engineering, and leadership

Product Adoption & Client Growth
  • Drive product adoption across your portfolio by proactively educating clients on features, best practices, and new releases
  • Develop and execute strategic success plans aligned with each client's business objectives, helping them maximize the value of their Bankjoy investment
  • Identify and lead expansion opportunities within your portfolio by aligning Bankjoy solutions to client business goals and strategic initiatives
  • Track and report on adoption metrics, engagement scores, and account health across your book of business

Renewals & Retention
  • Lead the renewal process for your portfolio, including managing timelines, preparing renewal proposals, presenting pricing recommendations, and negotiating agreements in partnership with the Director of Client Success
  • Proactively identify at-risk accounts and develop mitigation plans before issues escalate
  • Maintain a high client retention rate by ensuring clients consistently see value in Bankjoy's platform
  • Develop and execute account strategies that strengthen executive relationships, improve product adoption, and identify opportunities for long-term growth

Escalation & Issue Resolution
  • Serve as the first line of response for client escalations within your portfolio, triaging issues, coordinating with Tech Support, Product, and Engineering, and providing proactive communication to clients throughout resolution
  • Escalate to the Director of Client Success when situations require senior involvement, providing a clear summary of the issue, actions taken, and recommended next steps
  • Follow up after resolution to ensure client satisfaction, identify opportunities to improve the client experience, and document learnings for future prevention

Cross-Functional Collaboration
  • Partner with Implementation throughout the onboarding process by participating in kickoff meetings and key project milestones to ensure a smooth transition into Customer Success
  • Work closely with Tech Support to ensure timely resolution of client issues and proactive communication during outages or incidents
  • Collaborate with Product to surface recurring client feedback, enhancement requests, and product opportunities that help influence the roadmap
  • Support Marketing with client case studies, testimonials, and advocacy opportunities

What You Bring
  • 5+ years of Client Success, Account Management, or Customer Experience in B2B fintech, banking technology, or enterprise SaaS. Experience supporting financial institutions is strongly preferred.
  • Experience managing a portfolio of 20-30+ accounts simultaneously with a high standard of responsiveness and follow-through
  • Excellent presentation and communication skills with experience leading executive business reviews, onsite meetings, and strategic planning discussions with senior stakeholders
  • Demonstrated track record of driving product adoption, renewals, and expansion opportunities within an assigned book of business
  • Strong relationship management skills with the ability to build trust and credibility across both operational and executive stakeholders
  • Ability to navigate complex client organizations and build relationships across multiple stakeholder levels
  • Comfortable with escalations - you stay calm under pressure, communicate clearly, and drive resolution with urgency
  • Strong organizational skills - you can manage multiple priorities and client needs simultaneously without losing attention to detail
  • Experience working with credit unions, community banks, or digital banking platforms is a strong plus

Nice to Have
  • Familiarity with core banking systems (Corelation, Jack Henry Symitar, Fiserv Portico, CU Answers, or similar)
  • Experience with digital banking platforms or financial technology products
  • Experience using CRM and CS tools (Salesforce, Gainsight, ChurnZero, or similar)
  • Experience supporting clients through platform migrations or major product launches

What You Get
  • A fast-paced and collaborative environment
  • Competitive compensation
  • Stock options at a well-funded startup
  • We cover 100% of medical, dental, and vision premiums for individuals on our base plan, with significant contributions toward all other plan options (USA).
  • We cover 100% of extended medical, dental, and vision premiums for you and your family under our single, comprehensive plan (Canada).
  • Retirement plan with 4% company matching
  • 8 weeks paid parental leave for birthing parents, 4 weeks for non-birthing
  • 3-5 weeks PTO depending on tenure
  • 5 health days
  • 15 holidays
  • End of year shutdown
  • Performance-based bonuses
  • Remote first culture
⚖ Equal Employment Opportunities at Bankjoy
Bankjoy is committed to hiring talented and qualified individuals with diverse backgrounds for all of its tech, non-tech, and leadership roles. Bankjoy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age or disability.
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