Senior Remote Customer Success Specialist – CRM Onboarding & Integration Champion for Insurance Agents & Brokers at brighthush – Drive Agent Success, Automate Workflows, and Shape the Future of Insurance Tech

Welcome to brighthush – Where Innovation Meets Impact

brighthush is a high‑velocity technology partner that empowers small businesses and independent professionals with intuitive, high‑impact customer relationship management (CRM) solutions. Founded in 2023, we have 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? A Career That Moves You Forward

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 Senior Remote 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 – Your Day‑to‑Day Impact

• Onboarding Excellence: Conduct engaging brighthush 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 brighthush 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 – What We Expect

• 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 brighthush or a comparable CRM platform.
• Experience in the insurance industry or possession of an insurance license is highly desirable.
• Proficiency with brighthush Ads Manager and basic digital advertising concepts.

Preferred Qualifications – Bonus Points

• 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 – What Makes You Thrive

• 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 – Your Path Forward

At brighthush, your career trajectory is shaped by your ambition and performance. As a Senior Remote 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 continuous learning resources, including certifications in CRM, digital marketing, and customer success frameworks.

Work Environment & Culture – A Remote Team That Feels Close

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 brighthush, 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 – We Value Your Contribution

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 – Take the Next Step

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.

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Join brighthush Today – Make an Impact

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.