Sr. Account Management Associate

Responsibilities

• Own onboarding and ongoing success for employers with fewer than 3,000 employees.
• Help employers launch quickly, navigate the Employer Portal, and access resources to promote the benefit.
• Serve as the primary point of contact for a portfolio of employers from onboarding through long-term engagement.
• Partner with Broker Partnerships, Marketing, Product, and Operations on customized communications, employer campaigns, support, and benefit utilization.
• Build relationships, solve problems, and create exceptional customer experiences at scale.

Required Qualifications

• 3+ years of experience in customer success, account management, implementation, onboarding, client services, or another customer-facing role.
• Experience in a B2B organization, preferably in employee benefits, healthcare, insurance, HR technology, or SaaS.
• Experience partnering with employee benefits brokers, consultants, or other channel partners to support employer clients and drive customer outcomes.
• Experience managing a portfolio of customer relationships and serving as a trusted point of contact throughout the customer lifecycle.
• Excellent written and verbal communication skills, with the ability to communicate professionally and confidently with external business partners.

Preferred Qualifications

• 1+ years of experience working in a high-growth startup or rapidly scaling organization.
• Experience with CRM systems such as Salesforce, including sales pipeline management and forecasting.
• Experience managing a high-volume customer portfolio while meeting service-level expectations.
• Experience identifying operational improvements and scaling customer success or onboarding processes.

Compensation and Benefits

• 100% remote work environment for employees based in the United States; Hawaii is currently excluded.
• Medical, dental, vision, life, disability, and FSA/HSA benefits.
• 401(k) plan access.
• Generous time-off policies, including two company-wide shutdown weeks each year for most employees.
• Paid parental leave for birthing, non-birthing, adoptive, and foster parents.
• Employee Assistance Program.
• Quarterly department stipend for team-building activities or in-person gatherings.
• Community and employee resource groups.
• New-hire home office stipend and a $50 monthly internet or cell phone stipend.
• $50/month wellness stipend and year-round wellness initiatives.