furtheraiMillbrae, CA
Agent Engagement Manager
Agent Engagement Manager
Agent Engagement Manager
furtheraiMillbrae, CA
yesterday
Insurance Sales AgentsCustomer Service RepresentativesSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Insurance Agencies and BrokeragesAll Other Insurance Related ActivitiesCustom Computer Programming Services
Apply for this role →About the Role:
We're looking for our first Customer Success Manager at FurtherAI. In this role, you'll onboard and support customers, ensuring they succeed with our AI Teammates and helping to grow accounts over time. You’ll collaborate closely with our founders and engineers to turn customer feedback into product improvements and to establish scalable processes from the ground up. Why Join FurtherAI?High Impact: Act as the voice of the customer across product and go-to-market teams. Real Ownership: Build playbooks, enhance onboarding, and lead our retention strategy. Mission-Driven: Help reinvent commercial insurance with reliable, intelligent AI workflows. Early Team: Be part of a tight-knit, high-performing group shaping the future of insurance work.
Responsibilities:
Own customer onboarding, training, and early success milestones.
Manage a portfolio of accounts, driving satisfaction, retention, and upsell opportunities.
Conduct QBRs and regular check-ins to identify needs and proactively address churn risks.
Translate customer feedback into enhancements for our products and models.
Work with engineering and founders to expedite and resolve technical issues.
Develop and refine internal CS processes, playbooks, and reporting systems.
Contribute to documentation, FAQs, and knowledge base to support scaling efforts.
You Might Be a Fit If YouHave 4+ years in Customer Success or Account Management, ideally in B2B SaaS with $50–100K ACV customers.
Have led customer onboarding and expansion efforts and are comfortable owning renewal/upsell targets.
Are process-driven, customer-obsessed, and execute with discipline.
Thrive in ambiguity and love building from the ground up.
Have experience working closely with product or technical teams.
Bonus: Have worked in regulated industries such as insurance, finance, or healthcare.
Also on the board Same function, level within a rung
Level
Senior
Location
Millbrae, CA
Occupation
Insurance Sales Agents
Industry
Insurance Agencies and Brokerages
Posted
yesterday