Senior Manager, Customer Success

About First Gen Financial We’re a fast-growing, purpose-driven B2B financial services company built on integrity, accountability, and continuous growth. We have developed our own proprietary insurance product for employers which is scaling rapidly. Our leadership team brings proven expertise from multiple sectors of finance, and every team member plays a direct role in expanding both our clients’ success and our company’s vision. We unlock capital to empower teams! About the role We’re looking for a high-performing Insurance Account Executive who thrives in a fast-paced, performance-driven environment. You’ll lead full-cycle B2B sales from prospecting warm leads and consultative selling to closing and onboarding new accounts, while helping shape the standards and culture of our rapidly expanding sales team. Position Summary The Senior Manager of Customer Success leads and develops a team of Customer Success Managers, owning the strategy, execution, and results for the Customer Success function's client portfolio. This person will lead a team of 3–4 CSMs and report to the Director of Customer Success. The Senior Manager ensures the team can confidently guide clients through these time-sensitive, high-stakes processes. This role is a key strategic partner in shaping processes, driving retention and expansion, and scaling the CS organization as the company grows. The Senior Manager combines hands-on ownership of the company's most strategic accounts with people leadership, coach