About the job
About Cara
Cara is an innovative AI platform tailored specifically for the insurance sector. Our modular system empowers agencies, brokerages, and wholesalers to automate their service processes, enhance sales, and scale operations with a 24/7 digital workforce.
As one of the fastest-growing AI companies in the insurance industry, we are attracting a diverse range of agencies and brokerages with our expanding client base. Our team comprises experts from engineering and insurance backgrounds, including leaders from Stripe, Blend, Strategy&, and Travelers, supported by top-tier venture capitalists. We are rapidly scaling our product and team to meet increasing market demands.
About the Role
In the role of Customer Success Manager at Cara, you will play a pivotal role in ensuring that agencies and brokerages effectively adopt and expand their utilization of Cara post-sale. You will oversee the customer journey from onboarding to renewal, collaborating closely with clients to drive measurable improvements in servicing, sales, and operational workflows.
This high-impact position places you at the forefront of assisting agencies and brokerages in operationalizing AI within their organizations. You will work directly with the founders and product team, influencing post-sale processes and contributing significantly to Cara’s growth trajectory.
What You’ll Do
Customer Onboarding & Implementation: Lead the successful deployment of Cara, ensuring seamless integration into client workflows.
Adoption & Enablement: Train producers, account managers, and servicing teams to integrate Cara into their daily operations and maximize the platform's value.
Customer Relationship Management: Act as the primary contact after the sale, fostering strong relationships with both executive stakeholders and frontline users to cultivate long-term partnerships.
Customer Support & SLA Management: Manage incoming customer support requests, prioritize tickets, address inquiries and feature requests, and ensure timely resolution in line with defined SLAs, collaborating with engineering to efficiently address issues.
Customer Health & Retention: Monitor usage, adoption metrics, and client feedback to proactively manage customer health, ensure renewals, and identify opportunities for expansion.
Product Feedback Loop: Work closely with product and engineering teams to relay customer insights, influence roadmap priorities, and continuously enhance the customer experience.
This role demands a proactive and customer-centric approach, with a focus on delivering exceptional service and driving continuous improvement.

