Our Firm



Manager, Project Management - Professional Services


Vertafore | Customer Success | Denver, CO

Make an impact and love what you do!  Vertafore is a top provider of software for the insurance industry that keeps transforming. We create award-winning solutions to boost productivity, lower costs and help agents and carriers grow their businesses. We respect and value our team, and we look to bring the best talent together to make our future even stronger.

We are currently seeking a customer-centric, energetic, and highly-motivated individual to join our Customer Success Team. The Manager is responsible for leading a team to cultivate and maintain strong relationships within assigned customer accounts to create high levels of customer satisfaction. The Manager, Customer Success works closely with Sales, Customer Support, Product Management and Finance teams to ensure customers are pleased with Vertafore.


o   Manage and lead a high performing, collaborating team to build relationships with assigned customers, help them with issues, and continually delight them with a positive, customer-centric attitude

o   Lead the team to work with customers to ensure they are leveraging Vertafore software solutions effectively and finding value in our services

o   Become an expert in Vertafore’s solutions and educate customers and the team on the use and benefits of our products

o   Work closely with Sales, Support, Billing, and other technical teams to ensure an exceptional customer experience and take care of any customer issues as well as ensuring alignment

o   Be a customer advocate while capturing customer feedback and reporting requests to Product Management and Development

o   Efficiently manage time to focus on essential activities to ensure customer satisfaction, team engagement, account renewal, and account growth

o   Develop and share best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes

o   Manage strategic initiatives to continually evolve Vertafore’s Customer Success program

Skills & Requirements


  • Bachelor's degree and 5+ years of experience in customer-facing role, such as Customer Success or Account Management
  • 3+ years of experience leading a high performing team and managing employees
  • Possess strong phone, written and verbal communication skills with excellent presentation skills
  • Confident, high energy, self-motivated and a true team player
  • Experience working with senior and executive level customer contacts
  • Demonstrated ability and desire to work and excel in fast-paced environment
  • Excellent multitasking and project management skills
  • Understanding of Internet and web applications with a desire learn new technologies
  • Ability to understand and articulate technical concepts and derive solutions
  • Must possess a proven understanding of corporate business world; prior experience in SaaS or Insurance is preferred
  • Well-organized, with a high attention to detail and ability to prioritize
  • Proficiency with MS Office
  • Salesforce experience preferred
  • Gainsight experience a plus
  • Insurance industry experience is a plus