Senior Account Management Associate

Rula

Account management associate onboarding employers to Rula’s mental healthcare benefit. Managing customer portfolios, broker partnerships, campaigns, and long-term employer engagement.

Posted 8/9/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $131,000 - $152,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer success and account management, with a strong focus on onboarding and long-term engagement for employer clients. Proven ability to build relationships, deliver customized communications, and enhance customer experiences in a B2B environment.

Highest-signal resume keywords

Customer Success ManagementAccount ManagementB2B ExperienceCRM Systems (Salesforce)Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

OnboardingImplementationClient ServicesSales Pipeline ManagementForecastingOperational ImprovementsCustomer Relationship Management

Soft Skills

Problem SolvingRelationship BuildingCustomer Experience Focus

Industry Keywords

Employee BenefitsHealthcareInsuranceHR TechnologySaaS

About the role

Key responsibilities & impact

Own onboarding and ongoing success of employers with fewer than 3,000 employees
Help employers launch quickly and navigate the Employer Portal
Serve as the primary point of contact for a portfolio of employers from onboarding through long-term engagement
Partner with Broker Partnerships, Marketing, Product, and Operations
Deliver customized communications
Support employer campaigns
Answer employer questions
Identify opportunities to increase awareness and utilization of the Rula benefit
Build relationships, solve problems, and create exceptional customer experiences at scale

Requirements

What you’ll need

3+ years of experience in customer success, account management, implementation, onboarding, client services, or another customer-facing role
Experience working in a B2B organization, preferably within employee benefits, healthcare, insurance, HR technology, or SaaS
Experience partnering with employee benefits brokers, consultants, or other channel partners to support employer clients and drive successful customer outcomes
Experience managing a portfolio of customer relationships and serving as a trusted point of contact throughout the customer lifecycle
Excellent written and verbal communication skills, with the ability to communicate professionally and confidently with external business partners
Preferred: 1+ years of experience in a high-growth startup or rapidly scaling organization
Preferred: Experience with CRM systems such as Salesforce, sales pipeline management, and forecasting
Preferred: Experience managing a high-volume customer portfolio while meeting service level expectations
Preferred: Experience identifying operational improvements and scaling customer success or onboarding processes
Must be based in the United States; Rula is currently not hiring in Hawaii

Benefits

Comp & perks

100% remote work environment
Attractive pay and benefits
Comprehensive health benefits: Medical, dental, vision, life, disability, and FSA/HSA
401(k) plan access
Generous time-off policies, including 2 company-wide shutdown weeks each year for self-care (for most employees)
Paid parental leave for all parents, including birthing, non-birthing, adopting, and fostering
Employee Assistance Program (EAP)
Quarterly department stipend for team-building activities or in-person gatherings
Community and employee resource groups
New hire home office stipend
$50 monthly stipend to help cover internet or cell phone expenses
Wellness at Rula program
$50/month wellness stipend
Equity
Bonus