Senior Customer Success Manager

Healthee

Senior Customer Success Manager responsible for managing employer accounts in a healthcare company. Focused on client retention, adoption, and collaborative engagements to optimize healthcare benefits.

Posted 6/12/2026full-timeNew York City • New York • 🇺🇸 United StatesSenior💰 $100,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

Own a portfolio of 50–60 direct-to-employer accounts, serving as the primary point of contact for day-to-day needs, escalations, and strategic conversations
Monitor and proactively manage account health, identifying risks early and driving resolution before they become problems
Partner with the Implementation team during onboarding to support communication strategy, training, and early engagement — while establishing long-term success criteria and operating cadence from day one
Collaborate with marketing on ongoing engagement strategies that drive platform awareness and adoption throughout the client lifecycle
Run regular business reviews with HR and benefits stakeholders, covering outcomes, challenges, and roadmap alignment
Identify and develop expansion opportunities within your book
Build and maintain success plans that evolve with your clients' needs and business objectives
Represent the client internally — surface feedback that shapes product priorities and service delivery

Requirements

What you’ll need

3–5+ years of experience in customer success or account management managing a substantial book of business, including experience owning a direct-to-employer portfolio.
Experience with employer-sponsored benefits, healthcare navigation, or benefits administration.
Experience owning external relationships with HR leadership, senior executives, or benefits teams, and working cross-functionally with internal teams to support client outcomes.
Proficiency with Excel and PowerPoint or Slides.
Eligible to work in the United States.
Willingness to travel occasionally, less than 10%.
Experience managing a mixed book of business is a plus.
Experience with HubSpot is a plus.

Benefits

Comp & perks

Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Family Leave (Maternity, Paternity)
Short-Term & Long-Term Disability
Training & Development
Hybrid Work
Wellness Resources
Stock Option Plan

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer successaccount managementportfolio managementbenefits administrationhealthcare navigationrelationship managementcross-functional collaborationdata analysisstrategic planningbusiness reviews

Soft Skills

communicationproblem-solvingstrategic thinkingclient advocacyadaptabilitycollaborationrelationship buildingorganizational skillsproactive managementfeedback incorporation