Cara Ai
Customer Success
New York City. Posted 9 months ago
The role
You will ensure agencies and brokerages successfully adopt and expand their use of Cara after the sale. You will own the customer journey from onboarding through renewal to drive impact across servicing, sales, and operational workflows.
What you will do
- Lead successful rollouts of Cara and ensure seamless integration into client workflows.
- Train producers, account managers, and servicing teams to embed Cara into daily workflows.
- Serve as the primary point of contact post-sale to build relationships with stakeholders and users.
- Manage inbound customer support requests and triage tickets.
- Handle customer inquiries and feature requests and ensure timely resolution in accordance with SLAs.
- Partner with engineering to prioritize and resolve issues.
- Monitor usage, adoption metrics, and feedback to manage customer health and ensure renewals.
- Identify expansion opportunities.
- Partner with product and engineering to relay customer insights and influence roadmap priorities.
Required qualifications
- 2+ years of experience in Customer Success, Solutions Consulting, or a similar client-facing AI, SaaS, or fintech role.
- Proven ability to manage customer relationships and drive adoption in a high-growth environment.
- Strong ability to translate complex technology into clear operational and business value.
- Excellent communication and relationship-building skills across both executives and operational teams.
- Highly organized and able to manage multiple accounts simultaneously.
- Entrepreneurial mindset—thrives in a fast-paced, ambiguous environment with significant ownership.
Nice to have
- Experience working with insurance agencies, brokerages, or financial services organizations.
- Experience with AI, automation, or vertical SaaS products.
About the company
Cara is a domain-specific AI platform purpose-built for insurance. It is a modular system that enables agencies, brokerages, and wholesalers to automate servicing, accelerate sales, and scale operations with a 24/7 digital workforce.