Tenant Insurance Success Manager

7+ years of client-facing account management experience within SaaS platforms, preferably within the storage or multi-family industry.
Prior experience with Insurance products/services.
Bachelor’s degree preferred.
Property & Casualty License, or the willingness to obtain it.

Own the entire lifecycle of partner success—from onboarding to ongoing performance management and retention.
Build and maintain strong executive and operational relationships with key accounts.
Serve as clients’ trusted advisors, providing insight into product usage, performance metrics, and best practices.
Proactively monitor customer health, communicate risk and opportunity, and drive retention and growth strategies.
Prepare and deliver impactful executive business reviews, aligning stakeholders on goals, performance, and future strategy.
Create compelling presentations that translate data into actionable business recommendations.
Lead strategic conversations with senior client and internal stakeholders, coordinating across teams to ensure unified messaging and follow-up.
Guide partners through product adoption by connecting business needs with platform capabilities.
Keep partners informed on product roadmap and feature releases, driving continued value through new functionality.
Identify potential risks early, develop and execute mitigation plans, and escalate appropriately to internal leadership.
Maintain thorough documentation of customer health, account plans, meeting notes, and follow-ups.
Leverage CRM and internal tools to manage tasks, ensure accountability, and drive efficiency across daily operations.
Monitor and report on key business metrics such as Net Portfolio Growth, Client Retention, and Customer Satisfaction.