Coverflow
Base pay range
$100,000.00/yr - $150,000.00/yr
Additional compensation types
Stock options
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.
Seniority level Director
Employment type Full‑time
Job function Business Development and Sales
Industries Software Development
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Additional compensation types
Stock options
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.
Seniority level Director
Employment type Full‑time
Job function Business Development and Sales
Industries Software Development
#J-18808-Ljbffr