Hybrid Strategic Customer Success Manager – Insurance Carriers

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About the role

  • Strategic Customer Success Manager at Wisedocs enhancing partnerships with insurance carriers. Leading complex customer relationships and driving long-term value in claims workflows.

Responsibilities

  • Serve as the strategic owner for major insurance carrier accounts, responsible for executive alignment, long-term value realization, and account direction.
  • Lead strategic check-ins, business reviews, and planning conversations that align Wisedocs to customer operational goals.
  • Build trusted relationships with claims leaders, medical directors, operational managers, and executive stakeholders.
  • Own the renewal lifecycle for assigned accounts, including early risk assessment, renewal forecasting, and strategic positioning.
  • Proactively identify value gaps or risks well ahead of renewal timelines.
  • Prepare executive-level business impact summaries, usage insights, and alignment materials.
  • Identify early health risks through usage patterns, sentiment shifts, workflow anomalies, or escalation trends.
  • Respond quickly and empathetically to escalations, providing clear timelines and follow-up.
  • Collaborate with Product, ML, Engineering, Implementation, and Support.

Requirements

  • 10+ years managing enterprise customers in SaaS.
  • Strong understanding of insurance and claims operations, including complex, regulated customer workflows.
  • Demonstrated experience owning and leading enterprise renewals.
  • High technical aptitude and ability to quickly understand and explain technical concepts to diverse audiences.
  • Proven ability to lead complex accounts independently while collaborating effectively cross-functionally.
  • Exceptional organizational discipline, executive communication, and presentation skills.
  • Strategic, proactive problem-solver who identifies risk early and drives solutions forward.
  • Comfortable operating in fast-paced, evolving environments.

Benefits

  • Flexible hybrid environment with the option to collaborate in-person at our Toronto HQ.
  • Modern employee benefits, including health and dental coverage.
  • Competitive compensation, with valuable stock options, as we’re still a young company growing very quickly.
  • An opportunity to develop very rapidly in your career.
  • Access to a learning and professional development fund to help you level up your career while you’re working with us.
  • Company events.
  • Generous Paid Time Off.
  • Paid Sick Days.
  • Casual Dress code.
  • Employee Referral Bonus.
  • Tuition Assistance.
  • Plus, many other Recognition Programs!

Job title

Strategic Customer Success Manager – Insurance Carriers

Job type

Experience level

SeniorLead

Salary

CA$90,000 - CA$120,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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