Senior Client Success Manager – Central/Mountain/Pacific Time Zones

Beam Benefits

Client Success Manager ensuring broker satisfaction and client retention at Beam Benefits through managing onboarding, support, and renewals. Collaborating cross-functionally to drive high performance and client value.

Posted 4/16/2026full-timeRemote • California, Colorado, Utah • 🇺🇸 United StatesSenior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Provide proactive client management through managing the onboarding of new groups
Own open enrollment support by leading or participating in meetings
Own client renewals by identifying cross-sell and upsell opportunities
Own a book of business and understand the needs of the brokers and clients
Generate/request reports and derive insights from data
Execute at a high volume with a variety of processes/activities
Collaborate cross-functionally with multiple internal team members

Requirements

What you’ll need

3-5 years of experience in a client facing role
Requirement to have your Life & Health license
Experience in communicating to multiple stakeholders both tactically and strategically
A history of investigating and solving client issues
Excellent organizational skills and attention to detail
Ability to quickly learn new product lines and adapt to dynamic sales and service processes
Experience with Salesforce or other CRMs or Client Success tools preferred

Benefits

Comp & perks

Website LinkedIn All Job Openings 201 - 500 employees Founded 2012 ⚕️ Healthcare Insurance ☁️ SaaS 👥 HR Tech 💰 $40M Venture Round - Beam on 2024-10 Healthcare Insurance
SaaS
HR Tech Beam Benefits is a company that simplifies employee benefits by offering modern ancillary insurance plans—primarily dental, vision, life, disability, and supplemental health—built for brokers, employers, members, and providers. They provide digital quoting, self-service portals, enrollment and billing tools, and rapid implementation support, and they partner with traditional underwriters and administrators to market and administer plans. Beam positions itself as a tech-enabled benefits provider that streamlines quoting, enrollment, provider access, and claims support for employer-sponsored plans.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

client managementonboardingopen enrollment supportcross-sellupselldata analysisreport generationproblem solvingsales processesservice processes

Soft Skills

communicationorganizational skillsattention to detailcollaborationadaptabilitystakeholder managementtactical communicationstrategic communicationclient issue resolutionproactive approach

Certifications

Life & Health license