Client Success Operations Manager at Corgi Insurance

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Feb, 26

Salary

90000.0

Posted On

10 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Success, Operations, Implementation, SaaS, Proptech, Insurance, Technical Aptitude, Data Integrity, Communication, Process Improvement, Training, Client Management, Reporting, Problem Solving, Collaboration, Attention to Detail

Industry

Financial Services

Description

About Beagle (a Corgi Company) At Beagle, we are rebuilding the insurance industry from the ground up, starting with renters insurance for property managers and multifamily portfolios. We are part of Corgi, a YC-backed startup, launching our Dallas and Chicago offices from scratch to scale our renters-insurance programs nationwide. We are looking for a Customer Success Manager (CSM) who can bridge operational accuracy with client relationship excellence. This is a hybrid role combining data integrity, onboarding, and customer experience, ensuring every property manager thrives using Beagle’s platform. What You Will Do As a Beagle Customer Success Manager, you will be the trusted partner guiding our clients from onboarding to long-term success. You will ensure every property manager we serve gets maximum value out of Beagle’s products and services. Your role is to retain, educate, and support, driving satisfaction and seamless adoption across every account you touch. Client Management & Success Serve as the main point of contact for assigned clients from onboarding through renewal. Lead new client launches, ensuring accurate program setup and smooth adoption. Monitor account health and provide proactive guidance to optimize performance. Conduct regular business reviews with clients to assess satisfaction and identify growth opportunities. Resolve client issues efficiently by collaborating with Sales, Product, and Operations. Operational Accuracy & Reporting Configure and validate reports across property management systems (e.g., rent rolls, billing, compliance). Ensure accuracy of key metrics (ARR, OR, unit counts, compliance %) within the Insurance Operating System (IOS). Maintain consistent GL code mappings, charge types, and billing structures. Cross-check and audit data regularly to prevent errors, discrepancies, or compliance drift. Provide dashboards and insights to leadership for portfolio performance tracking. Process Improvement & Training Develop playbooks and SOPs for onboarding, validation, and troubleshooting. Train internal teams (AEs, AMs, and CS) on key system workflows. Collaborate with Product and Risk to identify gaps and surface operational improvements. • Standardize processes to improve reporting and prevent workflow breakdowns. What We Are Looking For 2–5 years of experience in Customer Success, Operations, or Implementation (preferably SaaS, proptech, or insurance). Strong technical aptitude with systems such as Yardi, AppFolio, Entrata, or similar property management software. Excellent attention to detail and data integrity skills. Confident communicator who can explain technical issues to non-technical stakeholders. Process-driven, proactive, and organized with strong ownership over client success. Comfortable working in-person, 6 days per week in a fast-paced startup environment. Compensation and Growth Path Base Salary: $70,000–$90,000 (based on experience) On-Target Earnings (OTE): $90,000–$120,000 with quarterly performance bonuses Performance Bonuses: Based on client retention, satisfaction (CSAT/NPS), and data accuracy KPIs Career Growth: Clear pathway to Senior CSM, Implementation Manager, or Account Manager roles based on performance Note: This role does not include equity. Compensation is structured for strong base stability with meaningful performance upside. Why Join Beagle Ground-Floor Impact: Help shape how Beagle delivers success to its growing client base. Cross-Functional Exposure: Work directly with Sales, Product, and Risk teams. Mission with Momentum: Be part of a team redefining insurance with data accuracy and integrity. Career Acceleration: Top performers grow quickly into leadership or commercial-facing roles. Operational Excellence Culture: Every process you improve scales nationally. In-person only. Full-time. No remote options. If you are ready to combine customer success with operational precision, this is your opportunity to help shape the foundation of Beagle’s client experience. Apply now and join us in rebuilding insurance from the ground up.

Responsibilities

As a Client Success Operations Manager, you will guide clients from onboarding to long-term success, ensuring they receive maximum value from Beagle’s products. You will also monitor account health, resolve client issues, and provide insights for performance tracking.