Technical Solutions Specialist

About us

We are a fast-growing SaaS company helping insurance brokers automate client communication, improve retention, and scale their operations.

We work with leading brokers and agencies globally and are building a best-in-class Customer Success team to support our growth.

The Role

We’re hiring a Technical Solutions Specialist (Customer Success) to join our team.

This is not a relationship management role.

Instead, you’ll act as a technical expert, working alongside Customer Success Managers (CSMs) to ensure client systems are configured correctly, workflows run smoothly, and technical issues are resolved quickly.

Think of this role as a Technical CSM / Solutions Specialist focused on execution—not account ownership.

What You’ll Be Doing

You’ll be responsible for the technical delivery and performance of client accounts:

Workflow & System Configuration

• Build, optimize, and maintain automated workflows
• Configure forms, triggers, and communication logic

Troubleshooting & Issue Resolution

• Diagnose and resolve complex technical issues
• Collaborate with internal teams to escalate and resolve bugs

Account Setup & Optimization

• Support onboarding by configuring client accounts
• Audit existing setups and identify improvements
• Ensure best practices across all implementations

Collaboration with CSMs

• Partner closely with CSMs to support client needs
• Provide technical input during client discussions when needed
• Help execute retention and expansion initiatives from a technical perspective

What This Role Is NOT

• You do not manage client relationships
• You do not own renewals or commercial conversations
• You are not a project manager

Your focus is technical execution and problem-solving

What We’re Looking For

Must-Have

• Strong technical aptitude (SaaS platforms, workflows, automation tools)
• Experience troubleshooting complex system or data issues
• Ability to think logically and solve problems quickly
• High attention to detail

Who You Are

• You enjoy building and fixing systems, not managing relationships
• You’re naturally curious and analytical
• You take ownership and move quickly
• You care about doing things right and efficiently

Why Join ud?

• Join a high-growth SaaS company
• Be part of a structured, performance-driven Customer Success team
• Opportunity to grow into senior technical or product roles
• Work in a fully remote, global team

If you enjoy solving technical problems and building scalable systems, we’d love to hear from you.