via LinkedIn
$100K - 150K a year
Manage post-sale client relationships, coordinate resources, build account plans, ensure onboarding and adoption, align product roadmap with client feedback, and refine account management systems.
4-8+ years in account management or customer success at B2B SaaS companies with strong operational mindset, executive communication skills, and experience managing enterprise relationships.
Background: The insurance brokerage industry brings in over 400 billion in revenue annually, yet over 130 billion of that is wasted on repetitive, manual processes: reading millions of pages, inputting data into legacy systems, and filing paperwork. Who We Are: Coverflow helps insurance brokers automate their most challenging workflows. Our AI platform integrates with client data systems to analyze millions of data points, enabling brokers to work more efficiently and deliver deeper insights, giving them back thousands of hours annually. Trusted by leading regional and national agencies, we ingest thousands of policies weekly and have processed over $5B in premium flow through our platform. Backed by AIX Ventures, Founder Collective, and Afore Capital, we've achieved >15x revenue growth since launching our platform at the start of the year. The Role We need someone to take our account management function to the next level. You'll own post-sale client relationships and the operational systems that support them, building on the foundation we've established. You'll refine and scale these systems while ensuring clients achieve their business objectives. What You'll Do • Serve as strategic partner to key accounts through QBRs and planning sessions • Coordinate internal resources to deliver on client needs • Build account maps and develop plans aligned with client objectives • Ensure successful onboarding, adoption, and value realization • Partner with product/engineering to align roadmap with client feedback • Own and refine our account management systems, evolving them as we scale • Track account health, adoption, retention, and growth opportunities Who You Are • 4-8+ years in account management or customer success at B2B SaaS companies • Track record managing enterprise relationships and driving customer outcomes • Strong operational mindset and executive communication skills • Experience as both strategic advisor and hands-on program manager • Collaborative operator who enhances existing frameworks Compensation • Base salary: $100,000−150,000/yr • Significant equity package • Full medical, dental, and vision coverage In-person in San Francisco. Must be authorized to work in the U.S.
This job posting was last updated on 11/21/2025