LineSlip Solutions, Inc.
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.
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.