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Client Success Operations Manager

Hybrid Full-time $70K/yr - $120K/yr

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Experience Level

Manager

Qualifications

QualificationsThe ideal candidate will possess strong communication skills, a detail-oriented mindset, and the ability to thrive in a fast-paced environment. Experience in client success or account management within the insurance or property management industry is highly desirable. A Bachelor's degree in Business, Management, or a related field is preferred.

About the job

About Beagle (a Corgi Company)

At Beagle, we are revolutionizing the insurance sector by innovating renters insurance specifically designed for property managers and multifamily portfolios. As an integral part of Corgi, a Y Combinator-backed startup, we are launching our offices in Dallas and Chicago to expand our renters-insurance services across the nation. We are seeking a Client Success Operations Manager who excels at aligning operational precision with outstanding client relationship management. This hybrid role fuses data integrity, onboarding, and customer experience to ensure that each property manager thrives while utilizing Beagle's platform effectively.

Your Responsibilities

As a Client Success Operations Manager at Beagle, you will be a trusted partner for our clients, guiding them from the onboarding process through to sustained success. Your efforts will ensure that every property manager derives optimal value from Beagle's offerings. You will play a vital role in client retention, education, and support, driving satisfaction and seamless adoption across all accounts.

Client Management & Success

  • Act as the primary point of contact for designated clients from onboarding through to renewal.

  • Lead the launch of new clients, ensuring accurate program setup and smooth integration.

  • Monitor account health and proactively provide guidance to enhance performance.

  • Conduct regular business reviews with clients to evaluate satisfaction and discover growth opportunities.

  • Effectively resolve client issues by collaborating with Sales, Product, and Operations teams.

Operational Accuracy & Reporting

  • Configure and validate reports across property management systems (e.g., rent rolls, billing, compliance).

  • Ensure the accuracy of key metrics (ARR, OR, unit counts, compliance %) within the Insurance Operating System (IOS).

  • Maintain consistent mappings of GL codes, charge types, and billing structures.

  • Regularly cross-check and audit data to prevent errors, discrepancies, or compliance issues.

  • Provide dashboards and insights to leadership for tracking portfolio performance.

Process Improvement & Training

  • Create playbooks and Standard Operating Procedures (SOPs) for onboarding, validation, and issue resolution.

  • Train internal teams (AEs, AMs, and CS) on essential system workflows.

  • Collaborate with cross-functional teams to enhance processes and improve client experiences.

About Beagle (a Corgi Company)

Beagle, a Corgi Company, is at the forefront of transforming the insurance landscape, focusing on innovative solutions tailored for property managers and multifamily housing. With financial backing from Y Combinator, we are poised for significant growth and impact in the insurance sector.

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