Salary
💰 $110,000 - $130,000 per year
About the role
- Lead management of SMB and emerging tech clients, reporting to Head of Customer Operations
- Manage a portfolio through all stages of the customer lifecycle, from onboarding to ongoing success planning
- Drive admin platform education and adoption via regular check-ins, product training, and best practice guidance
- Identify growth opportunities and collaborate with sales on upsell and expansion strategies
- Monitor customer health metrics and proactively address at-risk accounts
- Gather and communicate customer feedback to product and engineering to shape roadmap
- Develop scalable processes and resources tailored to SMB clients
- Collaborate with product, sales, engineering, support, and strategic alliances teams
Requirements
- 3-5 years of experience in customer success or account management in the employee benefits space
- Direct experience working in the Benefits space
- Proven track record of managing and growing SMB and emerging tech accounts
- Demonstrated ability to analyze data and business insights to influence stakeholder decision-making
- Ability to interact with customer teams at various levels of technical and non-technical depth, across end users through C-level stakeholders
- Experience working with cross-functional teams and communicating common customer behaviors to sales, marketing, and product teams
- Bonus: Previous start-up experience