---
title: 'Customer Success at Cara'
canonical: 'https://feeny.ai/job/customer-success-cara-new-york-q43ehq8xfj8e'
type: 'job'
last_seen: '2026-09-14'
---

# Customer Success at Cara

- **Company:** Cara
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-02-16
- **Last confirmed live:** 2026-09-14
- **Apply:** https://jobs.ashbyhq.com/cara-ai/5caa95d9-e3f1-4da4-bde1-bd3a2d851a45

## Job description

## About Cara

Cara is a domain-specific AI platform purpose-built for insurance—a modular system that enables agencies, brokerages, and wholesalers to automate servicing, accelerate sales, and scale operations with a 24/7 digital workforce. We’re one of the fastest-growing AI companies in the insurance industry, attracting agencies and brokerages of all sizes with an expanding customer base. We’re a team of experts in engineering and insurance from Stripe, Blend, Strategy&, and Travelers, backed by top-tier VCs, and are scaling our product and team quickly to meet market demand.

## About the Role

As a Customer Success Manager at Cara, you’ll be responsible for ensuring agencies and brokerages successfully adopt and expand their use of Cara after the sale. You’ll own the customer journey from onboarding through renewal, working closely with clients to drive measurable impact across servicing, sales, and operational workflows. This is a high-impact role where you’ll be on the front lines helping agencies and brokerages operationalize AI within their organizations. You’ll collaborate directly with the founders and product team, shape the post-sale motion, and play a critical role in Cara’s growth story.

## What You’ll Do

- Customer Onboarding & Implementation: Lead successful rollouts of Cara, ensuring seamless integration into client workflows.
- Adoption & Enablement: Train producers, account managers, and servicing teams to embed Cara into their daily workflows and maximize value from the platform.
- Customer Relationship Management: Serve as the primary point of contact post-sale, building strong relationships with both executive stakeholders and frontline users to drive long-term partnership.
- Customer Support & SLA Management: Manage inbound customer support requests, triage tickets, handle customer inquiries and feature requests, and ensure timely resolution in accordance with defined SLAs. Partner with engineering to prioritize and resolve issues efficiently.
- Customer Health & Retention: Monitor usage, adoption metrics, and feedback to proactively manage customer health, ensure renewals, and identify expansion opportunities.
- Product Feedback Loop: Partner closely with product and engineering to relay customer insights, influence roadmap priorities, and continuously improve the customer experience.

## What You Have

- 2+ years of experience in Customer Success, Solutions Consulting, or a similar client-facing AI, SaaS, or fintech role.
- Proven ability to manage customer relationships and drive adoption in a high-growth environment.
- Strong ability to translate complex technology into clear operational and business value.
- Excellent communication and relationship-building skills across both executives and operational teams.
- Highly organized and able to manage multiple accounts simultaneously.
- Entrepreneurial mindset—thrives in a fast-paced, ambiguous environment with significant ownership.
- Bonus: Experience working with insurance agencies, brokerages, or financial services organizations. Experience with AI, automation, or vertical SaaS products.

## About Cara

## Company Overview
- **One-liner**: Cara is a domain-specific AI platform purpose-built for insurance agencies, brokerages, and wholesalers, automating sales and servicing workflows with a 24/7 digital workforce.
- **Entity Type**: Private (Seed stage – raised $8M in March 2026)
- **Headquarters**: New York, NY, USA (also has an office in San Francisco, CA)
- **Founded**: 2024
- **Founders**: Vic Yeh (CEO), Nikhil Kansal, Jonathan (Jon) Patel

## Core Business
- **Primary industry**: Insurance technology (InsurTech) / AI software for insurance operations
- **Target customers**: Insurance agencies, brokerages, and wholesalers (B2B, primarily SMB and mid-market, with enterprise-grade capabilities)
- **Mission or purpose**: “Bringing Domain-Specific AI to Insurance” — built by former insurance agents to help teams focus on premium production and customer relationships by automating up to 70% of daily manual tasks.

## Products & Services
- **[Copilot](https://www.getcara.ai/)**: AI command center for automating tasks, managing workflows, and collaborating — includes research & compare, COI generation, policy document exploration, email assistant, and call triage.
- **[Communication](https://www.getcara.ai/)**: Tools for seamless client and partner interaction across voice, email, and web AI.
- **[Servicing](https://www.getcara.ai/)**: Converts unstructured communication into actionable tasks by capturing intent and organizing workflows.
- **[Knowledge](https://www.getcara.ai/)**: AI memory that stores and references internal knowledge, documentation, and account data.
- **All modules** are purpose-built for insurance and integrate with existing Agency Management Systems (AMS) and CRMs.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (private company)
- **Key Metric**: $8M in total seed funding (announced March 31, 2026); reached seven-figure ARR within seven months of launch.
- **Notable Investors/Partners**:
  - Seed round led by Kearny Jackson, with participation from Claire Hughes Johnson (former COO of Stripe), Kevin Mahaffey (founder of SNR), Sam Hodges (CEO of Vouch Insurance), and Colin Evans (Startups and Partnerships, OpenAI).
  - Trusted by leading brokerages: The McGowan Companies, Atlas Insurance Brokers, ISU Steadfast, Combined Agents of America, FirstChoice.
- **Growth Signals**: 16.7% monthly employee growth (LinkedIn); over 80% of customers come from organic word-of-mouth; thousands of agents and brokers across the U.S. using the platform; 24 employees as of mid-2026 with active hiring.

## Competitive Advantages
- **Domain specificity**: Built by former insurance agents who understand the industry’s pain points (ACORD forms, E&O reviews, COI generation, etc.).
- **Modular, integrated design**: Works as a full operating layer across the agency tech stack, automating workflows that consume up to 70% of an agent’s day.
- **Speed and accuracy**: What takes 90 minutes by hand takes roughly two minutes on Cara.
- **Enterprise-grade AI**: 24/7 availability, human-like chat, smart system integration, and support for complex insurance operations.

## Strategic Focus
- Continue insurance-specific AI research and product development.
- Deepen integrations with AMS and CRM systems.
- Expand the platform from smart assistance to a full operating layer for independent agencies, brokerages, and wholesalers.
- Scale the team across engineering, sales, and account executive roles.

## Why Work Here
- **Founding team** with strong operational backgrounds (Blend Labs, Stripe, Strategy&) and firsthand insurance experience — they built and sold a digital insurance brokerage before creating Cara.
- **Backed by top-tier investors** from Stripe, OpenAI, and Vouch, signaling strong credibility and growth trajectory.
- **Rapid growth**: Reached seven-figure ARR in seven months, serving thousands of agents; 80% organic word-of-mouth customer acquisition.
- **Culture**: Described as “built by agents, for agents” — a blend of insurance domain expertise and cutting-edge AI engineering. The company emphasizes “strong human relationships” and modern innovation.
- **Locations**: Offices in New York, NY and San Francisco, CA. Remote/hybrid policy not explicitly stated but likely flexible given multiple office locations.
- **Open roles** (as of mid-2026): Software Engineer and Account Executive, with more positions likely opening as the team grows.

## Sources
1. [getcara.ai – Product Overview](https://www.getcara.ai/)
2. [getcara.ai – Company Page](https://www.getcara.ai/company)
3. [LinkedIn – Cara Company Profile](https://www.linkedin.com/company/caraai)
4. [PRNewswire – Seed Funding Announcement](https://www.prnewswire.com/news-releases/cara-raises-8-million-to-help-every-insurance-brokerage-grow-its-book-302730002.html)
5. [Careers Page – Ashby](https://jobs.ashbyhq.com/cara-ai)

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