About the RoleThe Customer Success Manager at Quandri is a high-impact, customer-facing role responsible for owning a portfolio of mid-market insurance brokerage accounts and driving measurable outcomes across adoption, retention, and revenue growth.You will serve as the primary point of contact and trusted partner for your assigned customers, accountable for ensuring they fully realize the value of Quandri's AI-powered platform. This means going deep on their workflows, running engaging adoption and change management sessions, and proactively identifying risks and opportunities across your book of business. You’ll partner closely with Sales, Support, Product, and Implementation teams to deliver a seamless customer experience and ensure Quandri becomes core to how your customers operate.This role requires someone who is organized, commercially aware, passionate about customer outcomes, and who thrives in a fast‑paced startup environment where we’re constantly pushing the boundaries on what we can do for our customers.This is a hybrid role for candidates based in or willing to relocate to Vancouver, BC.What you’ll doBecome an expert in our products and be able to clearly communicate the value and impact of QuandriProvide adoption and change management sessions with our customers and their teams on how to properly use our productUnderstand the fundamentals of the insurance broker landscape and the day-to-day broker processes that Quandri improvesTake responsibility for the management of customers by being a proactive partner in achieving exceptional results with QuandriBuild multithreaded relationships with assigned customers at the primary contact and decision‑maker levelPrepare for and execute proactive customer touch points that focus on driving value to the customerResolve concerns,



issues and disputes with customers coordinating escalations internally as requiredTrack all customer activities in the CRM platform and utilize CRM as a key tool for customer managementEnsure CRM data is accurate and up to dateIn partnership with finance, ensure customers are being billed correctly & support the resolution of any billing errors or disputesCoordinate inquiries to the support and product team as requiredInterpret reporting with a customer to provide valuable insights and utilize data as a key communication toolProactively coordinate customer renewals to retain revenue from assigned customers – renewal motions starting at least 90 days in advanceCoordinate recovery efforts and salvage offers if a customer has requested cancellationIdentify upsell or cross‑sell opportunities through ongoing customer touchpointsProvide insights and feedback from our customers to the customer success and product team to help shape our product refinementSubmit feature request forms to product teams as requiredLearn support workflow and be able to manage the support queueTravel may be requiredQualifications3+ years experience in Customer Success or Account ManagementDemonstrated experience leveraging AI tools (Claude, ChatGPT, or similar LLMs) to streamline customer workflows, automate routine tasks, or enhance service deliveryProficiency in Microsoft Word, Excel,



PowerPoint or G‑Suite equivalentsProficiency in using a CRM platform (HubSpot preferred)Ability to handle multiple responsibilities and prioritize efficientlyAptitude for technology and the ability to learn to use different software programs quicklyThe ability to effectively listen and communicate with customers in a professional mannerEffectively present to customers and run engaging customer meetingsWell‑organized with attention to detailDemonstrate commitment and passion for creating positive customer‑centric interactionsBonus PointsKnowledge of insurance brokerage workflows, personal lines insurance, or related financial services industries is highly desirableExperience in an AI-native and high‑growth startup environment, comfortable navigating ambiguity while maintaining customer focus and moving fastCompensation and BenefitsThe range of on target earnings for this position is $90,000 - $120,000 which is dependent on level of experienceEmployee stock options, granted based off experience level upon hire and subject to a standard vesting scheduleComprehensive health advantages, including $500 Lifestyle Spending AccountFour weeks of paid vacation per yearWork anywhere in the world for 60 calendar days of the yearParental leave top‑ups: 6 months for birthing parents, 8 weeks for non‑birthing parents (up to $100,000 annual salary)We’re dedicated to fostering a diverse and inclusive workplace. As an equal opportunity employer, Quandri adheres to Canadian labour laws and does not engage in discrimination based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or any other status protected under Canadian law.#J-18808-Ljbffr

📌 Customer Success Manager - $90,000 - $120,000 A Year (Winnipeg)
🏢 Quandri
📍 Winnipeg