Client Success Manager

The Client Success Manager will manage employer-partner relationships, lead customer support, and build scalable operational processes for a remote financial health company. The role requires at least four years of client-facing experience, relevant fintech or HR technology expertise, strong communication, and analytical problem-solving skills.

About the job

Responsibilities

Manage onboarding, account management, and customer success for key employer partners and users.
Serve as a primary point of contact for client relationships.
Lead the customer support function and gather feedback from customers and end users.
Build, test, iterate, and improve operational processes as the company scales.
Use data and strategic thinking to drive business results.
Travel to client sites up to 30%.

Requirements

4+ years of experience in client-facing roles such as account management, customer success, consulting, or business operations.
2+ years of experience or domain expertise in fintech, financial services, technology, benefits, or HR technology.
Customer-focused, strategic, analytical, highly organized, and detail-oriented.
Ability to manage competing priorities, pivot quickly, and work in a fast-paced environment.
Strong written, verbal, and interpersonal communication skills.
Willingness to work Eastern or Central time zone hours preferred.

Nice-to-Haves

Previous experience at an early-stage or startup company.

Compensation & Benefits

Competitive salary.
401(k) with employer match.
Health insurance, dental and vision coverage, and healthcare FSA.
Equity compensation.
Generous paid parental leave.
Unlimited vacation and company holidays.
Company offsites.
Unlimited access to financial professionals.

Skills

Account Management, Customer Success, Customer Support, Consulting, Business Operations, Fintech, Financial Services, Benefits, Hr Technology, Data Analysis, Operational Processes, Written Communication, Verbal Communication, Interpersonal Skills, Strategic Thinking