Seasoned Remote Customer Success Specialist – CRM Onboarding & Support for Insurance Agents

About brighthush

brighthush is a fast‑growing technology partner dedicated to empowering small businesses and independent professionals with intuitive, high‑impact customer relationship management (CRM) solutions. Founded in 2023, brighthush has quickly become a trusted name in the insurance and marketing technology space, helping agents streamline workflows, automate outreach, and close more deals. With a tight-knit team of 2‑10 specialists, we pride ourselves on a culture of agility, transparency, and relentless customer focus.

Why Join brighthush?

At brighthush, you’ll be part of a mission‑driven organization that values innovation, collaboration, and continuous learning. We offer a fully remote, flexible work environment that lets you balance professional growth with personal life. As a Customer Success Specialist, you’ll play a pivotal role in ensuring our agents achieve success, which directly translates into the growth of their businesses and the reputation of brighthush.

Key Responsibilities

• Onboarding Excellence: Conduct engaging Zoom onboarding sessions with new insurance agents, guiding them through the full setup of their brighthush CRM accounts.
• Account Configuration: Create and configure agent accounts, ensuring all fields, permissions, and integrations are correctly established.
• A2P Texting Setup: Register business phone numbers for agents, enabling them to send automated, compliant text messages to leads.
• Ticket Management: Monitor and resolve support tickets in our ticketing system, prioritizing issues based on impact and urgency.
• Live Support: Host Zoom support calls for agents encountering complex problems or needing step‑by‑step guidance.
• Email Support: Respond to support emails with clear, concise, and actionable solutions.
• Issue Resolution: Diagnose and fix account problems, from data inconsistencies to integration failures, ensuring a seamless user experience.
• Process Improvement: Identify recurring pain points and collaborate with product and engineering teams to refine workflows and documentation.
• Knowledge Base Contribution: Author and update help center articles, video tutorials, and best‑practice guides to empower agents and reduce support volume.

Essential Qualifications

• Bachelor’s degree in Business, Marketing, Information Technology, or a related field.
• Minimum of 2 years’ experience in customer support, customer success, or account management, preferably within SaaS or CRM environments.
• Hands‑on experience helping customers set up, configure, and troubleshoot software products.
• Exceptional written and verbal communication skills, with the ability to translate technical concepts into plain language.
• Calm, professional demeanor when dealing with frustrated or high‑pressure customers.
• Meticulous attention to detail—small errors in account setup can cascade into major operational issues.
• U.S. residency and legal authorization to work in the United States without sponsorship.
• Familiarity with GoHighLevel (HighLevel) or a comparable CRM platform.
• Experience in the insurance industry or possession of an insurance license is highly desirable.
• Proficiency with Meta (Facebook) Ads Manager and basic digital advertising concepts.

Preferred Qualifications

• Prior experience in a remote-first organization, demonstrating self‑management and strong time‑management skills.
• Knowledge of A2P texting regulations and compliance requirements.
• Experience creating and delivering training materials or workshops.
• Background in data analysis or reporting, enabling you to provide actionable insights to agents.
• Multilingual capabilities to support a diverse agent base.

Core Skills & Competencies

• Customer‑centric mindset with a passion for problem solving.
• Strong technical aptitude and quick learning curve for new tools and integrations.
• Excellent organizational skills and the ability to juggle multiple support tickets simultaneously.
• Proactive communication—anticipating agent needs and offering proactive solutions.
• Collaboration across cross‑functional teams (Product, Engineering, Marketing).
• Adaptability to evolving processes and product updates.

Career Growth & Learning Opportunities

At brighthush, your career trajectory is shaped by your ambition and performance. As a Customer Success Specialist, you’ll have the chance to:

• Progress into a Senior Customer Success role, managing a portfolio of high‑value agents.
• Transition into Product Management or Customer Experience strategy, leveraging your deep understanding of agent pain points.
• Lead internal training initiatives, becoming the go‑to expert for new hires.
• Participate in quarterly hackathons and innovation sprints to influence product roadmap.
• Access to continuous learning resources, including certifications in CRM, digital marketing, and customer success frameworks.

Work Environment & Culture

brighthush thrives on a culture of openness, collaboration, and continuous improvement. Even though we operate remotely, we maintain:

• Weekly all‑hands video calls to share updates, celebrate wins, and align on priorities.
• Monthly virtual team‑building events—think trivia nights, virtual escape rooms, and coffee chats.
• Transparent communication channels via Slack, where ideas and feedback are encouraged.
• A flat hierarchy that empowers every team member to contribute ideas and drive change.
• Commitment to work‑life balance, with flexible hours and a results‑oriented approach.

Compensation & Benefits

While specific salary ranges are tailored to experience and skill level, brighthush offers a competitive compensation package that includes:

• Competitive base salary commensurate with market rates for remote Customer Success Specialists in the U.S.
• Performance‑based bonuses tied to customer satisfaction scores and retention metrics.
• Generous paid time off (PTO) policy—take the time you need to recharge.
• Paid holidays, including major U.S. public holidays.
• Health, dental, and vision insurance options for full‑time employees.
• 401(k) retirement plan with company match.
• Professional development stipend for courses, conferences, or certifications.
• Access to a comprehensive digital benefits platform covering wellness, learning, and financial tools.

How to Apply

Ready to help insurance agents unlock the full potential of their businesses? Submit your application through the link below, and let’s explore how your expertise can drive success for both our agents and brighthush.

Apply to this job

Join brighthush Today

We’re looking for a dedicated, customer‑focused professional who thrives in a dynamic, remote environment. If you’re passionate about empowering agents, solving complex problems, and contributing to a mission‑driven company, we want to hear from you. Apply now and become a key player in brighthush’s journey to redefine how small businesses grow.