Who we are at Embroker Embroker is the radically simple destination for industry-tailored commercial insurance. Our mission is to make it radically easier for businesses to get the right coverage at the best price. With a technology-first, customer-centric approach, Embroker is changing how businesses protect themselves, their staff, and their customers. In 2025, Embroker has raised over $150M in funding from leading fintech investors. This is a fully remote position unless otherwise noted. We welcome applicants from across the U.S., with preference for candidates located in the Midwest, Southeast, Southwest, and Mountain West regions. A full list of preferred states is included at the bottom of this posting. Base Salary: $60,000–$85,000* + Variable Compensation + Equity *Actual base salary is dependent on experience and geographic location. Position Overview The Success Coordinator is responsible for managing Embroker’s client service strategy , including technical support, platform navigation, and account-related inquiries. This role requires a proactive approach to resolving complex issues, advising clients on strategic utilization of the Embroker platform, and ensuring optimal outcomes. The Success Coordinator also contributes to enhancing service strategies by identifying and suggesting improvements. Job Duties - Advise clients on maximizing the benefits of the Embroker online platform, including features such as policy uploads, certificates, claims management, and self-service tools - Guide clients in how to optimize their insurance strategy and risk management approach - Provide clients with information about the state of the market, address basic policy questions and offer recommendations that align with both client objectives and current industry standards - Lead the preparation of applications and ensure accurate data submission, and provide consultative support throughout the application process. - Prepare and submit new business applications through carrier-direct portals across BOP, General Liability, and Workers’ Compensation lines - Gather and organize underwriting information from producers to support accurate and complete submissions - Run quotes through multiple carrier portals and compile comparison summaries for producer review - Follow up with carriers on outstanding quotes, subjectivities, and underwriting questions - Assist in quoting proprietary digital products and identify opportunities to round out accounts with ancillary coverage - Oversee and manage client requests for certificates and endorsements, using your judgment to prioritize and resolve complex issues efficiently. - Independently evaluate and recommend new products, services, or coverage options that will benefit clients - Stay up to date on industry trends, coverage innovations and regulatory changes - Work closely with internal teams to identify opportunities for service strategy enhancements - Leverage insights from client interactions to make recommendations that improve overall service delivery and platform effectiveness. - Perform other duties as assigned Qualifications - Bachelor’s degree in business, marketing, communication or related field - Property & Casualty license in the resident state with 3+ years experience - Technical knowledge of property & casualty coverages - Experience with G-Suite and SalesForce a plus - Ability to prioritize and manage resources in fast paced, high transaction volume environments with minimal training - Ability to deliver high-quality client service outcomes and satisfaction - Ability to work cross culturally on a global team - Prolonged periods of time sitting at a desk and working on a computer - Ability to perform at a high-level in a remote work environment Preferred States for Remote Work Eligibility: Arizona, Alabama, Alaska, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Iowa, Louisiana, Maine, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Mexico, North Dakota, Nevada, North Carolina, Oklahoma, Kansas, Kentucky, South Dakota, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin, Wyoming. Our Values We operate as one team, prioritize impact, and bring energy to everything we do: - Pack First — We act in the best interest of the company and each other. - Be All-In — We move with urgency, ownership, and commitment. - Create Magic — We deliver exceptional experiences for our customers and colleagues. Benefits & Perks We offer a comprehensive and competitive benefits package for U.S. and Canadian employees, including: - Health, dental, and vision coverage - Retirement savings with employer match - Paid parental leave - Flexible time off and wellness support - Employee assistance programs - Remote work stipend - Equity participation Benefit offerings vary by location and are subject to change. Applicant Privacy Notice We are committed to protecting your personal information. Learn more about how we collect, use, and safeguard applicant data, and your applicable privacy rights: View Applicant Privacy Notice

About Eve Eve is redefining legal technology for plaintiff law firms, and we're building the team that will take us there. We help firms handle more cases, recover more for clients, and grow with AI that works across every stage of a case, from intake through resolution. The next generation of great plaintiff firms will be AI-Native, and Eve is how they get there. But what makes Eve different isn't just the product. It's how we build it. If you're someone who takes ownership, stays curious, and wants to build AI that's already changing how law is practiced, this is where you belong. Product-market fit: Eve is trusted by over 1000+ law firms, and we’re growing fast. Backed by top investors: We’ve raised over $160M from world-class partners including Spark Capital, Andreessen Horowitz(A16z), Menlo Ventures, and Lightspeed. Built by a world-class team: Engineers, designers, and operators from places like Scale, Meta, Airbnb, Cruise, Square, Rubrik, and Lyft are building Eve from the ground up. AI-Native from day one: We’re on the bleeding edge of AI, collaborating directly with teams at OpenAI and Anthropic to build best-in-class AI workflows tailored for legal work. Explosive growth: We are growing 2X revenue Quarter over Quarter. What You'll Do: - Own CS analytics end-to-end: health scoring methodology, renewal forecasting, portfolio segmentation, and the dashboards that leadership and Finance rely on for decision-making - Design and operationalize playbooks that drive customer outcomes: onboarding workflows, risk intervention sequences, expansion motions, renewal execution - Use AI tools as part of your daily workflow: automating data pulls, building smarter alerting, finding patterns that manual analysis would miss - Build and maintain the CS tech stack. Clean data, working automations, tooling the team relies on. Partner with GTM Systems on shared infrastructure across the revenue stack - Deliver capacity planning, territory design, and comp modeling that keeps pace with a growing team and portfolio - Identify patterns across the portfolio: what’s driving churn and where onboarding stalls. Turn those into specific actions for CSMs and leadership - Partner with RevOps and Finance to make sure CS metrics (GRR, NRR, renewal forecasts) are calculated consistently, trusted across the business, and ready for executive reporting What We're Looking For: - 5-8+ years in CS Operations, Revenue Operations, or Business Operations at a B2B SaaS company, with at least 2 years focused on Customer Success - Hands-on experience building health scores, renewal forecasting models, and portfolio segmentation frameworks - Strong SQL skills and comfort working directly with data warehouses - Experience implementing and administering CS platforms, including configuration, workflow design, and driving adoption across a team - Track record of designing processes that CSMs actually follow - Ability to translate data into narrative for leadership: what’s happening, why it matters, what to do about it - Comfortable using AI tools (Claude, ChatGPT, Copilot) for analysis, automation, and workflow design Preferred Qualifications: - Experience with consumption-based or usage-based pricing models - Background in legal technology or professional services SaaS - Familiarity with AI/ML products and the adoption challenges they create - Experience with CS platforms like Gainsight, Vitally, ChurnZero, or Totango - Experience with Salesforce or HubSpot CRM administration and reporting. - Familiarity with Snowflake, Looker, or similar BI/warehouse tools - Background scaling CS operations at a company growing to $100M+ in ARR Benefits 💰 Competitive Salary & Equity 💹 401(k) Program with Employer Matching ⚕️ Health, Dental, Vision and Life Insurance 🩼 Short Term and Long Term Disability 🚗 Commuter Benefits* 🧑‍💻 Autonomous Work Environment 🖥️ Workplace Setup Reimbursement 🏠 Telecomm Stipend 🏝 Flexible Time Off (FTO) + Holidays 🚀 Quarterly Team Gatherings 🥪 In office Perks* *In office employees only Eve Legal is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation during the application process, reach out to your recruiter. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

• The Senior CSM will focus on a smaller number of high-value strategic accounts. Develop and execute comprehensive account strategies for long-term success. • Proactively identify risks before they happen. Rally and project management internal stakeholders to address customer issues in a timely manner to optimize customer sentiment. • Build relationships with senior stakeholders. Develop a deep understanding of the customer's business, hiring plans, and the outcomes that will define the success of the partnership. Then put a success plan in place to maximize the customers’ experience. Host regular business reviews to review the partnership. • Be the voice of the customer by collecting product and operational feedback. CSM should prioritize requirements based on risk, urgency, and revenue impact + project manage internal stakeholders to deliver priority items in a timely manner while setting appropriate expectations with the customer along the way. • Responsible for providing a high-quality experience to our customers on a day-to-day basis. • Coordinate with internal stakeholders to ensure timely response and completion of customer requests. • Drive adoption of platform features that will lead to a better customer experience and better retention.

• Serve as the primary point of accountability for assigned client, owning overall health relationship, satisfaction, and service outcomes • Act as a trusted advisor to senior client stakeholders by understanding business priorities, risk areas, and transformation opportunities • Lead client governance routines including operational reviews, SLA tracking, QBRs, and escalation management • Ensure adherence to contractual commitments, service scope, and governance cadence across all countries in scope • Provide end-to-end oversight of service delivery across assigned clients • Partner with Country Operations Leads and Teams to ensure timely, accurate, and compliant service execution • Monitor delivery performance, controls, and audit readiness; proactively address risks or systemic issues • Collaborate with AMO and technical teams to resolve application, integration, or configuration challenges • Drive consistency, standardization, and best practices across regions, while accommodating local requirements • Own the Client P&L and improve both top and bottom lines