Job Details

About LineSlip Solutions

LineSlip is transforming how commercial insurance data is captured, organized, and used. Our SaaS platform automates data extraction from policies, binders, and proposals-giving brokers, risk managers, and private equity firms a modern way to visualize insurance programs, streamline reporting, and drive smarter decision-making. We're growing fast and working with some of the most recognizable names in the industry.

About the Role

We're looking for a Customer Success Manager to oversee a $1.5M-$2M book of business that includes private equity firms, portfolio companies, and corporate risk managers. Your mission: drive renewals, uncover expansion opportunities, and ensure our customers gain measurable value throughout their journey with LineSlip.

You'll report to the VP of Customer Success and work cross-functionally with our Implementation, Product, and Operations teams to drive adoption and customer outcomes.

What You'll Do

Drive Renewals & Growth

• Own the full renewal process-from early engagement to negotiation and close
• Identify and close upsell and expansion opportunities
• Forecast retention and growth accurately using Totango and HubSpot

Manage Strategic Relationships

• Build and maintain trusted partnerships with key decision-makers and stakeholders
• Lead the customer journey from onboarding through renewal, ensuring value realization at every stage
• Facilitate QBRs/EBRs to align stakeholders, highlight product value, and identify new opportunities
• Gather customer feedback to inform product roadmap and service improvements
• Demonstrate new features and connect them to customer goals and workflows
• Encourage product adoption and promote customer advocacy (case studies, referrals, testimonials)

Oversee Success Planning & Onboarding

• Lead post-sale success planning conversations to align on business goals and expected outcomes
• Support onboarding efforts by coordinating with internal teams and removing roadblocks
• Ensure a smooth and value-driven onboarding experience for all stakeholders

Leverage Customer Success Tools

• Maintain accurate, up-to-date account data in Totango (health scores, milestones, tasks, objectives)
• Use Totango to track customer outcomes and ensure progress toward shared success plans
• Ensure data accuracy to support internal forecasting, playbooks, and reporting

Contribute to Team & Strategy

• Participate in retrospectives and share feedback to improve tools, processes, and customer experience
• Help develop internal playbooks and scalable processes for continued growth
• Contribute to key initiatives and cross-functional projects that drive team and company performance

What You Bring

Required Qualifications

• 3+ years of experience in Customer Success or Account Management at a SaaS company
• Proven success owning renewals and driving account growth
• Strong communication skills and confidence working with senior decision-makers
• Hands-on experience with Customer Success platforms (Totango, Gainsight, etc.)
• Deep understanding of the SaaS customer lifecycle and success planning
• Comfort working in a fast-paced, remote-first startup environment (Series A/B preferred)

Preferred Qualifications

• Knowledge of commercial insurance programs, coverages, and terminology
• Experience working with private equity firms or within a top 10 insurance broker
• Familiarity with Risk Management Information Systems (RMIS) such as Riskonnect or Origami

Why Join LineSlip

At LineSlip, you'll be part of a high-growth, high-impact team reshaping how insurance data is used. You'll have the opportunity to work with top-tier clients, influence customer strategy, and help scale a product that's bringing real change to a legacy industry. We also support a fully remote, collaborative culture-built for performance, flexibility, and autonomy.

LineSlip Solutions is an equal opportunity employer.