Senior Remote Customer Success Manager – Strategic Virtual Engagement Lead, Family Protection Advocate, Relationship Builder, Growth Catalyst, and Client Experience Champion in Life Insurance & Financial Services at brighthush

About brighthush

brighthush is more than a company; it is a movement dedicated to empowering families to secure their future with confidence and clarity. Since our founding in 2019, we have evolved from a nimble startup into a leading force in the life‑insurance and financial services arena. By blending cutting‑edge digital tools with a human‑centered approach, we deliver solutions that are both innovative and deeply personal. Our mission is simple yet profound: every family deserves a clear, confident path to financial security, and we are committed to making that vision a reality through innovation, integrity, and relentless focus on client outcomes.

Why brighthush is the Place to Grow Your Career

At brighthush, success is built on relationships—both with our clients and within our team. As a Senior Remote Customer Success Manager, you will be the linchpin that connects families to the protection options they need while driving continuous improvement in the client experience. You will thrive in a fully remote, flexible environment that values work‑life balance, professional growth, and a shared commitment to service excellence. Our remote‑first culture means you can excel from anywhere while staying deeply connected to a vibrant, collaborative team that celebrates diversity, innovation, and shared purpose.

Key Responsibilities

Strategic Client Engagement & Pipeline Management

• Own the end‑to‑end engagement process, from initial warm lead follow‑up to closing the relationship, ensuring a seamless transition from interest to active client.
• Leverage data‑driven insights to prioritize outreach, nurture prospects through the sales funnel, and maintain a healthy pipeline of qualified opportunities.
• Collaborate with marketing to refine lead qualification criteria, improve conversion rates, and align messaging with market trends.
• Develop and implement a structured follow‑up cadence that balances proactive outreach with thoughtful listening, ensuring no opportunity is overlooked.

Virtual Consultations & Thought Leadership

• Conduct engaging, empathetic virtual consultations via brighthush, Zoom, or Teams, translating complex policy details into actionable, family‑centric recommendations.
• Deliver compelling presentations that align protection solutions with each family’s unique goals, risk tolerance, and financial horizon.
• Serve as a trusted advisor, offering insights on financial planning, estate planning, and related advisory services.
• Document key takeaways and next steps in the CRM, ensuring continuity and clarity for both the client and the internal team.

Relationship Management & Trust Building

• Build and nurture long‑term relationships with families, becoming their go‑to resource for all life‑insurance and protection needs.
• Maintain a high level of client satisfaction and retention through proactive follow‑up, personalized support, and continuous value delivery.
• Act as the client advocate within the organization, ensuring their voice informs product development and service enhancements.
• Identify opportunities for cross‑sell and upsell that align with the client’s evolving needs and life stages.

Communication Excellence & Brand Stewardship

• Maintain professional, timely, and transparent communication across all touchpoints—email, phone, and virtual platforms.
• Ensure consistent messaging that aligns with brighthush’s brand voice, values, and commitment to integrity.
• Document client interactions in the CRM, capturing insights that drive future engagement strategies.
• Act as a brand ambassador in external forums, webinars, and community events, reinforcing brighthush’s reputation as a thought leader.

Cross‑Functional Collaboration & Process Improvement

• Partner with sales, underwriting, and marketing teams to create a unified client experience and share actionable insights that drive process improvements.
• Champion continuous improvement initiatives, identifying bottlenecks and proposing solutions that enhance efficiency and client satisfaction.
• Represent the customer perspective in product roadmap discussions and feature prioritization.
• Facilitate regular cross‑departmental syncs to align on client goals and deliver integrated outcomes.

Performance & Growth Leadership

• Own and exceed quarterly performance goals, unlocking opportunities for bonuses, incentives, and career advancement.
• Own your metrics—client acquisition, retention, satisfaction scores, and revenue contribution—and use them to refine your approach.
• Mentor junior team members, sharing best practices and fostering a culture of excellence.
• Lead by example, demonstrating resilience, adaptability, and a passion for continuous learning.

Continuous Learning & Thought Leadership

• Participate in weekly virtual training sessions, workshops, and knowledge‑sharing forums to stay ahead of industry trends, product updates, and regulatory changes.
• Develop and deliver educational content—webinars, guides, and FAQs—to empower families and reinforce brighthush’s thought‑leadership position.
• Pursue professional certifications and licensing opportunities, such as a Life and Health Insurance License, with brighthush’s support.
• Contribute to internal knowledge bases, ensuring best practices are captured and shared across the organization.

Lead Generation & Pipeline Expansion

• Cultivate relationships with both company‑provided leads and self‑generated prospects, expanding the client base and strengthening the pipeline.
• Leverage social media, webinars, and community events to attract new families and raise brand awareness.
• Track and analyze lead sources to optimize acquisition strategies and ROI.
• Collaborate with marketing to create targeted campaigns that resonate with specific demographic segments.

Strategic Insight & Reporting

• Analyze client data to identify trends, forecast needs, and recommend product enhancements.
• Present findings to senior leadership, informing strategic decisions and resource allocation.
• Translate data insights into actionable strategies that drive growth and improve client outcomes.
• Maintain dashboards that provide real‑time visibility into key performance indicators.

Team Mentorship & Culture Building

• Coach junior team members on best practices, ensuring a high standard of client service across the organization.
• Foster a collaborative, inclusive culture that values diverse perspectives and continuous improvement.
• Champion recognition programs that celebrate achievements, milestones, and contributions to the team.
• Encourage peer learning through regular knowledge‑sharing sessions and informal “coffee chats.”

Essential Qualifications

• 3+ years of experience in sales, customer service, or a related field, preferably within the financial services or insurance industry.
• Strong verbal and written communication skills, with a proven ability to convey complex information in a clear, engaging manner.
• Proficiency with virtual meeting tools (brighthush, Zoom, Teams, etc.) and modern digital collaboration platforms.
• Excellent time‑management and organizational skills—capable of juggling multiple client accounts while meeting deadlines.
• Professional, dependable, and service‑driven mindset, with a genuine passion for helping families protect their futures.
• People‑first attitude, coupled with a willingness to learn, adapt, and grow in a fast‑paced environment.
• Active Life and Health Insurance License or a strong willingness to obtain one with brighthush’s support and resources.
• Demonstrated ability to work independently in a remote setting, maintaining high productivity and accountability.
• Experience with data‑driven performance tracking and CRM analytics to inform decision‑making.

Preferred Qualifications

• Prior experience in a customer success or client‑relationship role within the life‑insurance sector.
• Familiarity with CRM systems (e.g., Salesforce, HubSpot, etc.) and data‑driven performance tracking.
• Experience working remotely in a distributed team, demonstrating self‑discipline and strong communication practices.
• Knowledge of financial planning, estate planning, or related advisory services.
• Previous exposure to performance‑based incentive programs and a track record of exceeding sales targets.
• Experience in developing and delivering educational content or webinars to a client audience.

Core Skills & Competencies

• Client‑Centricity: Ability to put clients first, anticipating needs and delivering tailored solutions.
• Digital Fluency: Comfortable navigating and leveraging technology to enhance client interactions.
• Problem‑Solving: Quick to identify challenges and propose effective, client‑friendly solutions.
• Collaboration: Works seamlessly with cross‑functional teams to align on client goals and deliver integrated outcomes.
• Resilience & Adaptability: Thrives in a dynamic environment, handling change with composure and a positive attitude.
• Ethical Integrity: Upholds the highest standards of honesty, transparency, and confidentiality.
• Strategic Thinking: Able to translate data insights into actionable strategies that drive growth.
• Leadership & Mentorship: Guides and inspires junior team members to achieve excellence.

Career Growth & Learning Opportunities

At brighthush, your professional journey is supported by a robust development framework that empowers you to reach new heights. We believe in investing in our people, providing the tools, resources, and mentorship needed to excel in a rapidly evolving industry.

• Structured Onboarding & Ongoing Training: Comprehensive onboarding modules covering product knowledge, sales techniques, and customer success best practices.
• Mentorship & Coaching: Access to senior leaders who share insights and guidance on career progression.
• Performance Metrics & Incentives: Clear KPIs that unlock bonuses, incentives, and eligibility for leadership roles.
• Certification & Licensing Support: Access to industry conferences, webinars, and certification programs—especially for obtaining a Life and Health Insurance License in as little as 7–10 days.
• Team‑Building & Recognition: Annual company trips and team‑building events for high‑performing producers, fostering camaraderie and motivation.
• Continuous Learning Culture: Regular knowledge‑sharing forums, lunch‑and‑learn sessions, and a stipend for professional development courses.
• Career Pathing: Transparent pathways to senior leadership roles, including Customer Success Director, VP of Client Experience, and beyond.

Work Environment & Culture

brighthush is built on a foundation of trust, transparency, and teamwork. Even though we operate remotely, we maintain a vibrant, collaborative culture through:

• Weekly virtual huddles and informal “coffee chats” to keep the team connected.
• Open‑door communication channels—anyone can share ideas, feedback, or concerns with leadership.
• A commitment to diversity, equity, and inclusion, ensuring every voice is heard and valued.
• Flexible scheduling that respects personal commitments while meeting client needs.
• Recognition programs that celebrate achievements, milestones, and contributions to the team.
• Access to a digital community platform where team members can collaborate, share resources, and celebrate successes.

Compensation & Benefits

While specific figures vary based on experience and performance, brighthush offers a competitive package that includes:

• Base salary commensurate with industry standards for remote Customer Success Managers.
• Performance‑based bonuses and incentives tied to client satisfaction, retention, and sales metrics.
• Health, dental, and vision insurance options, with discounted personal coverage for employees.
• 401(k) matching program to support long‑term financial planning.
• Paid time off, including vacation, sick leave, and holidays.
• Professional development stipend for courses, certifications, and conferences.
• Remote‑friendly equipment stipend to ensure you have the tools needed for success.
• Wellness programs, including virtual fitness classes and mental health resources.
• Employee referral bonuses for bringing top talent into the brighthush family.

How to Apply

If you’re passionate about delivering exceptional client experiences, thrive in a remote setting, and are eager to grow within a dynamic, technology‑driven agency, we want to hear from you. Submit your application through our careers portal or click the link below to start your journey with brighthush.