About the role
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.
