LineSlip Solutions, Inc.
LineSlip Solutions is hiring a Customer Success Account Manager to manage a $1.5M - $2M book of business across private equity firms, their portfolio companies, and corporate risk managers. This role is responsible for driving renewals, identifying expansion opportunities, and ensuring customers achieve measurable value at every stage of the customer journey.
You'll report to the Vice President of Customer Success and collaborate closely with our Implementation, Operations, and Product teams.
What You'll Do
Renewals & Expansion (25%)
- Own the full renewal cycle - from early planning to negotiation and close
- Identify, qualify and close upsell opportunities
- Forecast retention and expansion outcomes in Totango and HubSpot
- Build and maintain trusted relationships with economic buyers, budget-holders and key stakeholders
- Own the customer journey from onboarding through renewal, ensuring value is realized at each stage
- Surface strategic insights and facilitate conversations that align LineSlip's value with client goals
- Run Quarterly or Executive Business Reviews (QBRs/EBRs) to align stakeholders, reinforce value, share product updates and identify new opportunities
- Capture customer feedback and share with Operations and Product Management teams to inform roadmap and services
- Demonstrate new features in the context of the customer's strategic goals
- Promote adoption of new functionality by helping customers connect it to their workflows and outcomes
- Strengthen long-term relationships to drive customer advocacy and NPS improvements
- Identify and nurture advocates for case studies, testimonials, and referrals
- Ensure onboarding success by aligning stakeholders, tracking progress, and removing blockers - while implementation and training are handled by internal teams
- Lead success planning and value alignment conversations post-sale with account stakeholders
- Coordinate cross-functional efforts to ensure a seamless and outcomes-focused onboarding experience
- Maintain accurate and complete account data, including health scores, touchpoints, tasks, and milestones
- Leverage Objectives functionality to track and demonstrate customer value realization at scale - adding account-level goals, monitoring pacing toward milestones, and sharing success plans that map back to customer-defined outcomes
- Ensure the integrity of all data powering forecasting, playbooks, and reporting
- Contribute to process improvements, playbook development, and team strategy
- Contribute to team retrospectives and share feedback to improve our tools and processes
- 3+ years in Customer Success or Account Management at a SaaS company
- Proven track record owning renewals and expansions
- Hands-on experience with Totango or similar Customer Success Platforms
- Confidence engaging economic buyers and senior decision-makers , not just day-to-day users
- Familiarity with the SaaS customer journey , including lifecycle management and success planning
- Experience in early-stage startups (Series A/B)
- Success working in a remote-first environment , including remote onboarding
- A strong knowledge of commercial insurance programs, coverages, and terminology in support of Risk Management programs
- Experience working with or for Private Equity firms , ideally within or supporting a Top 10 insurance broker
- Hands-on experience with Risk Management Information Systems (RMIS) like Riskonnect and Origami
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.
LineSlip Solutions is an equal opportunity employer.