Client Success Manager, Scale

Job Snapshot

Location: Remote
Employee Type: Full-Time Employee
Industry: SaaS, Insurance
Manages Others: No
Job Type: Client Success/Customer Lifecycle Management

Education: 4 Year Degree or Equivalent Experience
Experience: 2+ Years
Travel: Minimal
Relocation Covered: No

Why You’ll Love AgencyBloc

We solve problems for our customers. We give ourselves the autonomy to be awesome. We will be human. We are maniacal about success. This is the culture you’ll be a part of if you join the AgencyBloc Team. We are the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space. We help grow our clients’ business with a suite of solutions that can be strategically utilized to support the operational and growth needs of independent insurance agencies, GAs, IMO/FMOs, call centers, and carriers.

Job Description

The Client Success Manager, Scale is responsible for driving product adoption, retention, and client satisfaction through scalable, technology-driven engagement strategies within the AgencyBloc suite of products and services. This role leverages automation, data insights, and digital resources to support a broad client base efficiently. The ideal candidate is analytical, tech-savvy, and passionate about optimizing the client experience at scale.

Responsibilities:

Client Engagement & Adoption

  • Serve as a product and process expert on the AgencyBloc’s suite of products, guiding clients to success through scalable, technology-driven engagement.
  • In collaboration with the Client Experience team, create, maintain, and optimize digital touch points; including in-app guidance, knowledge base articles, email campaigns, and webinars; to support product adoption and client education.
  • Support scalable renewal and retention initiatives by ensuring clients understand and realize the value of AgencyBloc’s solutions.

Customer Health & Insights

  • Monitor customer health and product usage trends to identify at-risk accounts and opportunities for proactive engagement.
  • Leverage analytics and reporting tools to track adoption metrics, identify trends, and recommend actions to improve retention and satisfaction.
  • Contribute to the continuous improvement of automation and client lifecycle management tools.

Cross-Functional Collaboration

  • Collaborate with Product, Marketing, and Support teams to deliver coordinated client communications and enhance the customer journey.
  • Act as the voice of the customer, collecting and communicating feedback to inform product enhancements and experience improvements.
  • Participate in internal knowledge sharing to continuously refine tech-touch strategies, tools, and workflows.
  • Perform other duties as assigned to support the success and scalability of the Client Success team and its initiatives.

Skills/Education/Experience:

  • 2+ years of experience in SaaS client success, digital engagement, or customer lifecycle management.
  • Familiarity with CRM and client success automation platforms (e.g., Gainsight, HubSpot, or similar).
  • Strong analytical and problem-solving skills with the ability to interpret data and drive action.
  • Excellent written communication and digital content creation skills (e.g., emails, guides, or video scripts).
  • High comfort level with technology and SaaS applications.
  • Strong organizational skills and attention to detail in managing processes across a large client base.
  • Collaborative and adaptable team player who thrives in a fast-paced, evolving environment.
  • Motivated by improving processes and scaling client impact through automation and innovation.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

More on AgencyBloc:

AgencyBloc provides a suite of online software solutions that help insurance agencies increase efficiency, enhance customer satisfaction, control costs, and stay competitive. We currently have customers nationwide. Core values of our company include: 

  • Client-centric organization focused on delivering great customer service
  • Positive, collaborative team environment with coworkers who genuinely care about their work
  • High level of professionalism in everything we do
  • Continuous teaching, learning, and growth for all team members as they share in the journey that is the story of our company

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Careers

Current Openings

Our continued growth and success is dependent on having talented people join our team of friendly, collaborative and engaged professionals. New opportunities are posted often and we encourage you to visit our Careers page regularly to stay informed about openings that match your skills and interests.

Click here to download our privacy notice for job candidates.

Member of The Bloc Perks & Benefits

At AgencyBloc, our culture depends on our people. Ensuring our employees feel supported in all aspects of their lives is important. One way we address this is through our competitive benefits and perks, which include:

  • Health insurance
  • Dental and vision benefits
  • Life insurance
  • Disability insurance
  • HSA with generous employer contributions
  • Flex spending accounts
  • 401k with company match
  • PTO & paid holidays
  • VTO (volunteer time off)
  • Family leave
  • Remote work
  • Flex time (flexible work schedules)
  • Half-day Fridays in the summer months

Our Mission

Our mission is to provide powerful solutions by making the convoluted, straightforward.  We want our technology to transform the organizations that use it.

The Culture We Live By