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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.

San Francisco, CALos Angeles, CAAustin, TXCustomer SuccessHybrid

About the role

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/FsaData AnalysisGrowth MarketingCross-Functional CollaborationAccount ManagementStrategic OnboardingRevenue GrowthAi ApplicationsFintechHealth & Wellness

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