About us

Commercial insurance is a $1.1T+ global market. It is financial infrastructure that lets businesses take risks: borrow, invest, grow, and recover when things go wrong. Yet it has never had a common data standard to make policies legible: what it costs, what it covers, and how it compares to the broader market. This distorts pricing, hides coverage gaps, and creates enormous friction for businesses that depend on insurance.

Advocate has raised an $18M seed round to build that standard and a network of companies that contribute real-time policy data on top of it.

Today, our customers include 4 of the top 20 financial institutions. These customers participate in a network with more than $8B of premiums across 70,000+ policies. Their policies are aggregated to power Advocate's real-time insurance market pricing feed, while the coverage terms of each individual policy are normalized into a common, machine-readable schema. That means lenders, brokers, carriers, and property owners can increasingly reference the same structured understanding of coverage instead of independently interpreting the same policy.

Insurance professionals use this common data layer to improve how they manage these 70,000 policies: evaluate coverage gaps, benchmark pricing, manage third-party compliance, and more. Every workflow consumes data from the network while adding to it: as our customers do more work on our platform, more data enters the network.

This creates a compounding data flywheel: more customer activity adds more transactions and structured coverage data, which strengthens our benchmarks and models. We get better as frontier AI models improve, we can structure more of the insurance market at greater depth and lower cost, accelerating the growth and value of the network.

We are still early. Our ambition is to make this data layer foundational infrastructure for commercial insurance and turn this Trillion-dollar market into the next financial ecosystem.

The team is small and the bar is high. You will work across a highly empowered team that owns the product roadmap and on problems without established playbooks: designing systems that turn unstructured insurance contracts into reliable data, building products on top of a rapidly growing proprietary dataset, and creating workflows that become more valuable as the network grows. We expect you to be high agency and in return you will have immediate impact on global problems. Learn more at advocate.app.

About the Role

Advocate Technologies is seeking an experienced and driven Client Solutions Manager to lead client onboarding, technical integrations, and ongoing client success across a portfolio of lender accounts.

You will own the end-to-end client experience — from implementation through long-term account growth — partnering closely with operations, product, and engineering to translate client needs into scalable workflows. As a manager-level individual contributor on the Client Solutions Team, you will set the standard for execution, mentor junior team members, and serve as a trusted advisor to senior stakeholders at our clients.

Key Responsibilities

Client Onboarding & Implementation

• Lead end-to-end onboarding engagements for new clients, including project planning, data migration, system configuration, reconciliation, and go-live readiness on the Advocate platform.

• Translate complex onboarding requirements, loan and asset information, and program specifications into scalable account configurations.

• Own quality assurance and validation across implementations to ensure data integrity and alignment with client expectations.
• Drive cross-functional execution with operations, product, and engineering stakeholders to shape client workflows and contribute to standard operating procedures.

• Develop and maintain process documentation, product guides, and internal playbooks to scale onboarding excellence.

• Build deep technical mastery of the Advocate platform, current features, and product roadmap; advocate for client needs in roadmap discussions.

Client Success Management

• Serve as the primary point of contact and trusted advisor for a designated portfolio of client accounts.

• Lead recurring client business reviews, identify integration needs, surface product challenges, and prioritize feature requests.

• Partner with internal product and engineering teams to translate client feedback into roadmap inputs and ensure timely resolution of escalations.

• Coordinate and manage key client initiatives across stakeholders, tracking progress and driving accountability to milestones.

• Identify opportunities for account expansion, deeper platform adoption, and retention through proactive engagement.

Client Support & Training

• Investigate client-reported issues, triage bugs and feature requests, and manage escalations to resolution.

• Design and deliver client training sessions and lead change management efforts during new rollouts, releases, and transitions.

• Mentor junior team members on client engagement best practices and technical troubleshooting.

Requirements

• 4+ years of experience in client onboarding, client success, technical account management, or implementation roles, ideally in B2B SaaS, fintech, or insurtech.

• Strong analytical skills and attention to detail in managing client data, configurations, and workflows.

• Excellent written and verbal communication skills, with the ability to explain technical concepts clearly to both technical and non-technical audiences.

• Proven ability to lead multiple complex projects and client engagements simultaneously.

• Demonstrated track record of working cross-functionally with operations, product, and engineering teams.

• Proficiency with Excel, Word, and structured workflow or CRM platforms.

• Working knowledge of REST API fundamentals — including integration testing, authentication, and reading technical documentation — is required.

What we offer

At Advocate, we believe in supporting our team with meaningful benefits that enhance work-life balance, well-being, and professional growth. As a Client Solutions Manager you will enjoy:

• Gross annual total compensation of €45,000.

• An annual performance bonus tied to successful new account onboarding.

• Private health insurance, fully covered by the company.

• A hybrid work model: 2 days in the office and 3 days working from home.

• Extra “work from anywhere” days annually for added flexibility.

• A home office stipend to help you set up or upgrade your remote workspace.

• A monthly team bonding budget to foster connection and collaboration.