Customer Success Manager

Truemed

Customer Success Manager managing health and wellness merchants to optimize HSA/FSA integration and drive transaction volume. Collaborating cross-functionally with sales and marketing teams to enhance partner engagement.

Posted 5/15/2026full-timeLos Angeles • California • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Own a portfolio of Truemed merchant partners across health and wellness verticals, managing the full lifecycle from onboarding through ongoing optimization
Serve as the primary point of contact for your merchants, building strong relationships with key stakeholders and providing responsive, high-quality support
Partner with Truemed’s growth marketing team to develop and execute co-marketing initiatives that drive consumer awareness and HSA/FSA adoption on merchant sites
Analyze merchant performance data—transaction volume, conversion rates, campaign results—to identify optimization opportunities and build data-driven growth plans
Proactively monitor merchant health across your portfolio, identifying risks early and developing action plans to improve engagement and retention
Manage multiple merchant accounts simultaneously, staying organized across onboarding timelines, campaign launches, and ongoing check-ins
Collaborate cross-functionally with Sales, Product, Solutions Engineering, and Growth to resolve merchant issues and surface product feedback
Identify expansion opportunities within your portfolio—additional product lines, deeper co-marketing commitments, new use cases
Contribute to the development of scalable CS processes, playbooks, and templates that improve efficiency and consistency across the team

Requirements

What you’ll need

3-4+ years of experience in Customer Success, Account Management ideally in e-commerce, DTC, marketplace, or SaaS
Experience managing a portfolio of merchant or brand partner accounts through, activation, and ongoing engagement
Strong analytical skills—comfortable working with performance data, spreadsheets, and reporting tools to inform decisions
Excellent written and verbal communication skills
Demonstrated ability to manage multiple accounts and competing priorities
Strong organizational skills
Experience working cross-functionally with Sales, Marketing, Product, or Engineering teams
Track record of building strong partner or client relationships that drive retention and growth

Benefits

Comp & perks

Comp and equity in the top decile for Series A startups
Comprehensive medical, dental, and vision insurance with employer sponsored HSA contributions
401(k)
Unlimited PTO
Coworking stipend
L&D Stipend
2x/year company offsites and 2x/year team offsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisperformance dataspreadsheetsreporting toolscustomer successaccount managemente-commerceDTCSaaS

Soft Skills

analytical skillswritten communicationverbal communicationorganizational skillsrelationship buildingmulti-account managementprioritization