Jobs in the United States

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Added 7 mins ago
Registration Manager
BCD
United States
…directly to hotel and review associated hotel addendum with program manager. Cross check rooming lists and air…
Added 10 mins ago
H
Senior Project Engineer, PE (Geotechnical) - Aberdeen, MD
Hillis-Carnes
Aberdeen, MD
- $75,000 to $125,000 USD / year
Support branch operations and perform additional duties as assigned by the Division or Branch Manager.
Added 17 mins ago
Assistant Community Manager - Allure at Tempe
Greystar Management Services, LLC
Tempe, AZ
Incumbents must have all licenses and/or certifications as required by State and Local jurisdictions · Incumbents must have valid driver’s license to drive a golf cart on property
Added 17 mins ago
GM
Community Manager - Glendale
Greystar Management Services, LLC
Newport Beach, CA
- $85,000 to $90,000 USD / year
Incumbents must have all licenses and/or certifications as required by State and Local jurisdictions
Added 18 mins ago
Fabrication Quote Manager
Specialty Distribution Group LLC
Remote, United States
Our Fabrication department creates insulation specifically ordered for any unique situation. As a Materials Manager within our Fabrication department, you will oversee the storage, control…
Added 18 mins ago
Community Supervision Aide
Community Supervision, Department of
United States
Provides program, administrative, and/or technical assistance to customers and staff. Researches and/or resolves program or client issues or questions. May represent the manager in various…
Added 20 mins ago
Territory Business Manager - Pacific NW
IPG
WA · OR
This person must have the ability to learn and express the value of IPG’s multiple product lines, “THE BUNDLE”
Added 21 mins ago
Project Designer
Pfluger Architects
Dallas, TX
Develop the project story and program. Conceptualize building design from both a functional and aesthetic perspective, aligning with the client’s requirements, guiding principles, and…
Added 21 mins ago
Project Designer
Pfluger Architects
San Antonio, TX
Develop the project story and program. Conceptualize building design from both a functional and aesthetic perspective, aligning with the client’s requirements, guiding principles, and…
Added 24 mins ago
A
Cultivation Technician II
Acreage
Egg Harbor Township, NJ
- From $21.68 USD / hour
Proactively monitor plants for pests, deficiencies, or irregularities and implement corrective measures in collaboration with the Cultivation Manager.
Added 28 mins ago
Environmental Health and Safety Specialist
Aviation Enterprise
United States
Works under the general supervision of the Airport Asset and Facilities Services Department Manager.
Added 28 mins ago
Employee Development Specialist
Aviation Enterprise
United States
Assesses, revises, and collaborates on succession management program elements from a systematic perspective, including coordinating with other human resources (HR) functions and employees…
Added 28 mins ago
Design Project Manager (Architect)
Aviation Enterprise
United States
As a Design Project Manager (Architect), you will manage a wide variety of multi-disciplinary projects to construct landside and airside improvements under the Aviation Enterprise Capital…
Added 31 mins ago
DJJ OPERATIONS MANAGER - SES - 80059317
State of Florida
ALACHUA, FL · FORT WALTON BEACH, FL · JACKSONVILLE, FL · MARIANNA, FL · OCALA, FL · PENSACOLA, FL · ST AUGUSTINE, FL · TALLAHASSEE, FL
…determine compliance with the OBCAP and provide information to the program area, contract manager, and…
Added 32 mins ago
Release Train Engineer
Regions Bank
Charlotte, NC · Birmingham, AL · Atlanta, GA
Bachelor's degree in Computer Science or a related field and ten (10) years of experience as a Release Train Engineer, Scrum Master, Product Owner, or Agile Project/Program Manager
Added 44 mins ago
J
Estimating Manager
Greeley · Greeley, CO
- $80,000 to $100,000 USD / year
The Estimating Manager is responsible for developing accurate and competitive cost estimates for low voltage, data center, and communications systems across a variety of construction and…
Added 45 mins ago
ZP
Property Manager
Zinger Property Group
Lexington, KY
- $65,000 to $70,000 USD / year
Must have at least 1 year experience in property management at Assistant Property Manager level or higher
Added 54 mins ago
Engineering Manager
Angott Search Group
Mount Clemens, MI
Angott Search Group is partnering with a growing automotive stamping manufacturer in the search for an Engineering Manager.
Added 56 mins ago
SO
Pharmacy Technician (on-call) - Maple Lane Corrections Center
State of Washington
Centralia, WA
- $30.44 to $40.89 USD / hour
Perform under supervision of Pharmacy Technician Leads, Pharmacist Supervisors and Operations Manager, a variety of routine and advanced technical duties related to preparing and dispensing…
Added 56 mins ago
SO
Court Business Supervisor - Data Experience Team
State of Washington
Olympia, WA
- $108,228 to $142,020 USD / year
In-Office Requirement: This position requires at least two days per week working in-office
Added 59 mins ago
BH
Admissions Registered Nurse (RN), 10am - 6pm
Bristol Hospice
Hood River, OR
- $49 to $52 USD / hour
Must have a current RN license in the state of Oregon · Must possess the willingness to maintain comprehensive working knowledge regarding information systems and applicable software programs
Added 1 hour ago
Staff Field Service Engineer
Amperesand
Reno, NV · San Francisco, CA
…operating procedures and safety guidance, act as Technical Account Manager for key customers and partners, and lead installs at reference-critical pilot sites. You will also build and run…
Added 1 hour ago
XT
Warehouse Associate - Grand Canyon South Rim
Xanterra Travel Collection
GRAND CANYON, AZ
- $17.2 USD / hour
Schedule: Typical schedule is 40 hours, 5 days per week (may include weekends, evenings, and holidays)
Added 1 hour ago
Implementation Leader
Plansource
UNAVAILABLE
…client expectations by delivering exceptional support for our software and services. This role entails comprehensive ownership, planning, direction, and coordination of project activities.…
Added 1 hour ago
Non-Perishable Manager
Sprouts Farmers Market
Tucson, AZ
The Non-Perishable Manager serves as the primary subject matter expert at store level for all non- perishable departments, including Grocery, Bulk, Vitamins, Frozen, Dairy, Beer and Wine.…

SmartFinancial

Customer Success Manager 1

Newport Beach, CA, United States

Base Salary: $70,304

Apply on jobs.workable.com About employer

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Job details

Pay: Base Salary: $70,304
Posting language: English
Posted: Sep 21, 2026

Original job description

Join SmartFinancial: Empowering Insurers with Cutting-Edge Technology Welcome to SmartFinancial, where our mission is clear: to drive growth and success for insurance agencies through our industry-leading technology! Voted one of the Best Places to Work for four consecutive years, we are one of the fastest-growing tech companies. We are a leading insurance marketplace, connecting millions of shoppers to our network of insurance partners across all 50 states. Why This Role Matters As a Customer Success Manager 1 at SmartFinancial, you’ll play a key role in helping insurance agents and agencies succeed on our platform. You’ll manage a growing book of business, build strong client relationships, and work directly with customers to help them maximize the value and performance of their accounts. This is a entry-level, in-office role designed for someone who is motivated by building relationships, solving problems, and achieving measurable results. You’ll work with smaller accounts, re-engage customers through our win-back dialer, and identify opportunities to grow accounts to higher monthly spending levels. CSM1s who consistently meet and exceed performance expectations will be eligible to advance into Customer Success Manager 2 (CSM2) or Strategic Customer Success Manager (SCSM) roles. Our goal is to become the premier Customer Success Team in the Insurtech industry, and you will be an important part of making that happen.

What You’ll Do

Grow: Manage a book of 100+ active accounts, building strong relationships while identifying opportunities to increase account utilization and monthly spend.
Win Back: Work our win-back dialer to re-engage inactive and lower-spending customers, build your book of business, and create new opportunities for account growth.
Optimize: Review lead performance, filters, pricing, geographic targeting, emails, calls, and other account settings to help clients get the most out of the SmartFinancial platform.
Drive Results: Help customers improve key performance indicators such as cost per acquisition, close rate, lead quality, return on investment, and overall account performance.
Retain: Build trusted customer relationships and proactively identify issues that could impact customer satisfaction, utilization, or retention.
Own It: Serve as a reliable point of contact for your assigned customers, providing consistent communication and helping them achieve their business goals.
Solve: Address customer questions, objections, concerns, and ad-related complaints using established Customer Success processes and protocols.
Excel: Deliver a best-in-class customer experience while consistently achieving the activity, retention, talk-time, and account-growth goals associated with the role.

What We’re Looking For

1–2+ years of experience in customer service, customer success, sales, account management, or a related client-facing role preferred.
Proven ability to meet and exceed KPIs, activity goals, sales targets, or other performance metrics.
Experience working with insurance agencies, insurance technology, lead generation, or marketplace businesses is highly valued.
Experience with high-volume calling and comfort communicating with customers regularly.
Strong communication and relationship-building skills, with the ability to understand customer needs and clearly communicate solutions.
Strong problem-solving skills and the ability to identify opportunities to improve customer performance.
Highly motivated, coachable, and comfortable working in a fast-paced, results-driven environment.
Strong attention to detail and the ability to effectively manage a large book of customer accounts.
Basic computer proficiency and the ability to quickly learn and utilize new software and technology.
Must be available for full-time, in-office work. (6am-3pm) PST

Why You’ll Love It Here

Base Salary: $70,304
Career Growth: Start your career as a CSM1 with a clear path toward CSM2 and Strategic CSM opportunities for high performers.
Training & Development: Receive extensive product training, coaching, role-play opportunities, and ongoing development to help you become an exceptional Customer Success professional.
Performance-Driven: Your success is measurable. You'll have clear goals and KPIs that allow you to understand exactly what success looks like and how you can continue to grow.
Comprehensive Benefits: 401k with company match, along with company-sponsored health, dental, and life insurance plans.
Employee Referral Bonus: Help us grow our team and earn additional rewards through our employee referral program.
World-Class Culture: We believe our people and culture are what make SmartFinancial special.

We’d especially like to highlight our World Class Culture, which our employees say is the best thing about working at SmartFinancial. We have great SLACK channels for work and play, which keep you connected with your fellow employees throughout the day. Not to mention our top-notch company events (like our Summer Beach Party with open bar, chili cook-off, annual holiday yacht party, fun office potlucks and more) that will keep you asking when the next event is. We also have Penny, our company mascot. Like swag themed after a pink pig wearing glasses? Just. You. Wait. Join SmartFinancial and become a key player in helping insurance agencies grow their businesses. If you're motivated by relationships, results, and career growth, apply now and let's achieve success together! SmartFinancial is an equal opportunity employer, and we celebrate diversity and are committed to creating an inclusive environment for all employees. To learn more about our results-focused culture and employee-focused perks, read more on our careers page.

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More about this job

Skills

Customer relations
Customer service
Communication skills
Customer experience
Sales
Sales targets
Lead generation
Relationship building
Problem solving
Attention to detail

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Work requirements

Jobs in the United States