Senior Customer Success Manager

📋 Description

• Manage SMB/mid-market client portfolios through onboarding to ongoing success plans.
• Drive admin platform education and adoption with regular check-ins and training.
• Identify growth opportunities and collaborate with sales on upsell strategies.
• Monitor customer health metrics and address at-risk accounts.
• Gather feedback for product and engineering to shape the roadmap.
• Develop scalable processes and resources for SMB clients.

🎯 Requirements

• 3-6 years in customer success or account management (SaaS/startup/healthcare/benefits)
• Direct experience in the benefits space
• Proven track record of managing SMB/midmarket accounts
• Ability to analyze data and insights to influence stakeholder decisions
• Interact with teams from end users to C-level; cross-functional
• Bonus: Previous startup experience

🎁 Benefits

• 95% health coverage for medical, dental, and vision
• $250 WFH setup (one-time)
• $500/year Learning & Development benefit
• $150/month cell phone + internet
• $100/month Wellness
• $100/month Co-working & commuter benefit