Sr. Customer Success Manager
Onboards and manages high-impact health/wellness merchant partners on HSA/FSA payment platform, drives revenue through co-marketing campaigns and data optimization, provides white-glove service for long-term growth.
About the job
Responsibilities
- Lead end-to-end onboarding and implementation for high-impact merchant partners (e.g., Peloton, ARMRA, Sleep Number) to accept HSA/FSA payments.
- Collaborate with growth marketing to design and launch co-marketing campaigns driving awareness, adoption, transaction volume, and ROI.
- Provide white-glove service: educate merchants on best practices, gather feedback, build relationships for long-term loyalty.
- Analyze performance data to identify optimization opportunities and drive revenue growth.
- Manage multiple high-priority accounts, acting as trusted advisor with cross-functional alignment.
Requirements
- Autonomy, maturity, and eagerness to create exceptional merchant experiences in health/wellness.
- Proven cross-functional collaboration and communication with internal/external partners.
- Strong analytical skills for data-driven decisions.
- Ability to manage multiple projects in fast-paced environment.
- Thrive in ambiguity with critical thinking and proactivity.
Nice-to-Haves
- Background in early-stage startups, business development, sales ops, consulting, or finance.
- Experience in growth marketing, partner success, or strategic account management.
- Familiarity with health, wellness, or fintech industries.
- AI-driven mindset for scaling account management.
Compensation & Benefits
- Comp and equity in top decile for Series A startups.
- Comprehensive medical, dental, vision insurance with employer HSA contributions.
- 401(k).
- Unlimited PTO.
- Coworking stipend.
- L&D stipend.
- 2x/year company offsites and 2x/year team offsites.
Skills
Hsa/Fsa, Data Analysis, Growth Marketing, Cross-Functional Collaboration, Account Management, Strategic Onboarding, Revenue Growth, Ai Applications, Fintech, Health & Wellness
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