Tenant Insurance - Success Specialist

Tenant Insurance - Success Specialist

Storable is seeking a highly organized and detail-oriented Success Specialist to join our Tenant Insurance Success Team. In this role, you will provide critical administrative, technical, and operational support to ensure the team operates efficiently and delivers outstanding service to our partners. You will work closely with Client Success Managers (CSMs) to help prioritize tasks, track progress, and ensure timely completion of important client-related activities.

What You Will Do

• Task Prioritization: Pull and categorize work order reports from ZOHO CRM for each Success Manager into actionable categories such as Retention, Upsell, Growth Opportunities, Pending Termination, and Delayed Enablement.
• Immediate Attention Items: Identify critical tasks such as expiring licenses, pending terminations, customer responses, and retention concerns; ensure these are flagged and addressed promptly.
• Weekly Check-ins: Meet weekly with each Success Manager to review prioritized tasks and address items needing immediate attention.
• Administrative Support:
• Complete setup and facility forms; contact operators as needed.
• Set up terminations in the ZOHO Pending Termination Module.
• Monitor and update “Pending Terminations” and ensure timely SM field updates in ZOHO.
• Enablement Oversight:
• Track enablement progress to prevent delays and ensure required ZOHO fields align with Success Manager wins.
• Reassign work orders for final checks or reach out to partners when necessary.
• Reporting & Collaboration: Provide regular reports and summaries to leadership and assist the Director of TI Success with tasks such as round-robin assignments and reporting needs.

What You Will Need

• Experience: 5+ years experience in customer service, account management, administrative assistant and/or a similar role.
• Organizational Skills: Ability to manage multiple moving pieces, ensuring short- and long-cycle tasks are completed efficiently.
• Communication: Exceptional written and verbal communication skills.
• Self-Discipline: Proven ability to monitor and complete tasks independently and on time.
• Time Management: Superior organizational skills to prioritize and execute tasks effectively.

Bonus Points

• Familiarity with the self-storage industry or insurance products.
• Experience with ZOHO CRM or similar systems.

All applicants must be currently authorized to work in the United States on a full-time basis.

Location: Primarily REMOTE

• Storable is a fully distributed company, but is currently only registered for employment in certain states. To be eligible for employment, you must reside in the following states: AL, AZ, CA, CO, CT, FL, GA, ID, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Most of our roles are remote, while certain positions in Costa Mesa, CA offer hybrid work flexibility. For CA hybrid roles, candidates must be located in Costa Mesa, CA.

About Us:

At Storable, we’re redefining property management for specialty real estate. Tailored for the self-storage, marine, and RV & camping industries, we seamlessly integrate management software with marketplace listings, websites, CRM, insurance, payments and more. Dedicated to empowering owners and operators, Storable helps you win more every day. Explore our platform solutions at www.storable.com. 

At the heart of Storable is our “Do More Be More” culture, which reflects our dual commitment to delivering exceptional value to our customers and fostering the personal and professional growth of our employees. We strive to empower our team and our customers to achieve more than ever before.

Benefits and Perks: 

• Generous health coverage for you and your family, including short- and long-term disability coverage, two-times base salary company-provided life insurance, emergency loans, legal coverage and more.
• 401(k) match after 60 days, 100% vested after 1 year
• Employer contribution to your HSA, plus a HRA to help offset your deductible.
• Engage remotely! Since 2020, we’ve transitioned to a fully remote environment but that doesn’t mean we’re not connected. We continue to run regular contests, trivia games, and virtual happy hours!
• Instant-access and flexible vacation. We trust you, so we have a ‘take what you need’ vacation policy. No waiting to use it or need for accruals.
• Do More, Be More – company rewards and recognition that add up and can be redeemed for personalized gifts and experiences! Storriors have been able to enroll in scuba certification classes, travel overseas, and redo their back patio among many other things.
• Company anniversaries, birthdays, weddings, adding children to a family, first-time home buyers and more are celebrated.
• We encourage you to get active in the community by joining one of our offsite volunteer and community service events and by using volunteer PTO time.
• Self-care matters, so we offer the opportunity to take a load-off and enjoy a mental health day outside of your normal PTO time.
• Fully-paid parental leave: 12 and 6 weeks for primary and secondary caregivers respectively.
• ’Paw’ternity Leave and Pet Bereavement - we understand that pets are a part of the family and have generous time-off policies, which honor that commitment.
• Caregiver Leave: four weeks of fully paid time away from work to take care of aging dependents or family members, if needed.
• Monthly home data stipend added directly to your paychecks to help cover the cost of home internet, plus a home office sign-on bonus of $250.
• Comprehensive fertility care to support your journey towards parenthood. From fertility treatments to consultations, we've got you covered.
• Access a range of mental well-being resources for yourself and your dependents, including counseling services, stress management programs, and mindfulness workshops
• We offer financial experts to all our team members to help you make informed decisions and achieve your financial goals.
• We offer break initiatives that promote relaxation, ensuring you can recharge and bring your best self to both work and personal endeavors.
• Early Wage Access with DailyPay, this is an optional benefit that allows you to get your pay any time before payday and easily track how much you’re making.
• Direct Student Loan Payment Program, Storable has partnered with Fidelity to make a contribution directly to your loan servicer, some qualifications and eligibility rules apply.

Don't check all the boxes? Studies have shown that women and people of color are less likely to apply for a job unless they meet every single qualification, especially in the tech industry. At Storable, we are devoted to strengthening and upholding a diverse, inclusive, and authentic workplace. If you’re excited about this role but your professional background doesn’t perfectly align with the qualifications above, we encourage you to apply. Even if this role isn’t the right match, we would love to have your resume on file for future opportunities!

Storable is committed to providing equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Storable will provide reasonable accommodations for qualified individuals with disabilities.

Important Notice: Protect Yourself from Fraudulent Activities Targeting Job Seekers

We’ve been made aware of fraudulent activities where an individual or group is pretending to represent Storable, attempting to deceive job seekers by using our company's good name and stellar reputation.

To protect yourself, please consider the following guidelines:

- Official Communication: All genuine communication from Storable will come from official email addresses, ending in “@storable.com.” Be cautious of any communication that doesn’t match this criteria.
- No Unsolicited Offers: We do not extend job offers without a formal interview process. If you receive an unsolicited job offer claiming to be from Storable or any of its representatives, it’s a red flag.
- Verification: If you’re uncertain about the legitimacy of any job offer or communication claiming to be from Storable, please directly contact our HR department directly at POps@storable.com for verification.

Your security and trust are paramount to us. If you suspect you’ve been contacted by someone falsely claiming to be from Storable or using our company's name for any dubious purpose, please immediately report the incident to POps@storable.com