1 day ago Be among the first 25 applicants
Certificate Hero is revolutionizing how insurance brokers manage certificates of insurance. With the power of generative AI, we’ve built an innovative SaaS platform that streamlines certificate processing for some of the largest insurance brokers in the industry. We're a remote-friendly startup with a rapidly growing team – and we’re looking for passionate individuals who want to help modernize the insurance space.
About the Role
We’re hiring aCustomer Success Associatewith a strong background in commercial lines and certificate processing to guide customers from onboarding through ongoing adoption. You’ll be the trusted partner for our clients, ensuring they get the most value from our platform while acting as the voice of the customer within our development team.
This role blends customer success, training, product insight, and support. If you’re excited about solving real-world insurance problems with technology, this is a chance to make a major impact.
What You'll Do
* Own customer onboarding and training – ensuring a smooth, confident transition onto Certificate Hero
* Support sales by running product demonstrations and sharing expertise on workflows and certificate processes via Zoom, webinars or in person
* Deliver ongoing support and education through check-ins, refresher trainings, and troubleshooting sessions
* Build and maintain strong client relationships, becoming a go-to resource for best practices
* Act as a liaison between customers and product/engineering, surfacing feedback and helping to validate releases
* Help interpret insurance contract requirements to support client use cases
* Proactively monitor customer health and usage trends, identifying friction points or opportunities for optimization
* Create and maintain internal documentation, knowledge base content, and training materials
* Assist with quality assurance testing and product validation to ensure smooth product releases
About You
* 3+ years of experience processing certificates of insurance with a broker or carrier
* Familiarity with Vertafore or Applied Systems AMS platforms
* Ability to understand and interpret insurance contract requirements
* Experience presenting to clients or teams via Zoom, webinars or other video conferencing platforms
* Detail-oriented and organized, with strong documentation skills
* Customer-first mindset and excellent communication skills
* Comfortable in a startup environment – flexible, proactive, and adaptable
* Experience supporting or training customers in a SaaS setting is a strong plus
Why Join Us?
* Join a mission-driven team tackling real industry pain points with cutting-edge technology
* Work remotely with a collaborative, fast-paced, and supportive team
* Play a key role in shaping the customer experience and product roadmap
* Competitive salary and benefits package
Ready to make a real impact in the insurance tech space?
Apply now and help us build something great together.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Management and Manufacturing
* Industries
Insurance
Referrals increase your chances of interviewing at Certificate Hero by 2x
Get notified about new Customer Success Associate jobs in Greater Boston.
Boston, MA $90,000.00-$110,000.00 2 weeks ago
Customer Success Manager (cyber threat intelligence)
Customer Success Manager - Legal Tech - Remote
Customer Success Manager - Legal Tech - Remote
Senior Manager - Customer Success (Technical Team)
Manchester, NH $90,000.00-$100,000.00 1 week ago
MEP Software Customer Success Specialist
Waltham, MA $85,000.00-$110,000.00 2 days ago
Regional Account Manager Foodservice, East
Program Manager, Customer Success Architecture
Newton, MA $90,000.00-$125,000.00 1 day ago
Engagement Manager/Director (Customer Success) – Cloud Data & Life Science - US Remote
Account Manager (OTE $120,000/year USD) - CXT Software
Boston, MA $80,000.00-$164,400.00 2 weeks ago
Account Manager (OTE $120,000/year USD) - CXT Software
Burlington, MA $118,000.00-$140,000.00 11 hours ago
Operations Manager, EDA Services & Customer Success
Boston, MA $128,670.00-$231,600.00 3 weeks ago
Greater Boston $120,000.00-$150,000.00 4 weeks ago
Dover, NH $40,000.00-$300,000.00 10 hours ago
Technical Account Manager, Commercial Development
Wilmington, MA $80,000.00-$85,000.00 2 months ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr