Role OverviewThe Customer Success Manager will own a book of mid-market employer accounts, focusing on customer satisfaction and retention to drive growth opportunities. This role requires an organized, relationship-driven professional who enjoys time on site with clients and cares about mental health and employee wellbeing.
What You Will Do
The Customer Success Manager will be responsible for owning relationships and account plans, serving as the main contact for HR and benefits leaders, leading client meetings and reviews, building presentations, and owning the renewal cycle.
Why It Might Be a Fit
The ideal candidate will have 4+ years of experience in customer success, account management, or client relations, ideally in EAP, behavioral health, benefits, or healthcare. They will be a clear communicator, confident presenting to HR audiences and employee groups, and have a passion for helping employees and their families live their healthiest lives.
Requirements
- 4+ years in customer success, account management or client relations, ideally in EAP, behavioral health, benefits or healthcare
- Bachelor's degree or equivalent experience
- Experience owning client relationships, including renewals and retention
- Experience partnering with regional and national brokers, consultants and carrier partners
- Comfort working with utilization and financial data and turning it into clear client insights
- Clear communicator, confident presenting to HR audiences and employee groups
- Strong organization and follow-through across multiple accounts at once
- Proficient in Microsoft Office, Google Suite, and Salesforce or a similar CRM, with an interest in using AI tools
- Adaptable and solutions-oriented when client needs or priorities change
- Familiarity with benefit plan documents, related regulations and digital health solutions a plus
- Valid driver's license and willingness to travel regionally, nationally and as needed
Benefits
- Competitive benefits offering
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