Wellist

Customer Success Manager

• Serve as the primary lead for new client deployments—owning everything from kickoff to launch.
• Build tailored implementation plans that align with each employer’s workforce needs, benefits portfolio, and engagement goals.
• Partner closely with internal stakeholders (Support, Product, Directory, and Activation) to ensure coordinated execution.
• Track project milestones and dependencies, manage risks, and keep timelines on track with precision.
• Design platform configurations and directory customization plans that reflect each client’s brand, culture, and priorities.
• Lead discovery conversations to understand workforce challenges and translate those into actionable solutions.
• Collaborate with client stakeholders to develop launch campaigns, email communications, and internal engagement strategies.
• Implement and refine activation tactics—such as segmented outreach, referral prompts, and tailored content—to drive user adoption.
• Analyze client performance data and user feedback to identify early wins and opportunities for improvement.
• Serve as a strategic advisor to HR and Benefits leaders—ensuring that each program delivers value and exceeds expectations.
• Codify implementation workflows, toolkits, and playbooks to support future scale.
• Define and track key success metrics (e.g., time to launch, adoption rates, satisfaction scores).
• Contribute to Wellist’s implementation framework and play a key role in growing our client success function.

Senior Manager, New Client Success

Implementation Specialist

• Launch new employer programs and onboard enterprise clients to ensure measurable ROI and personalized employee support
• Serve as primary lead for client deployments—own kickoff to launch
• Build tailored implementation plans aligned to workforce needs, benefits portfolio, and engagement goals
• Partner with Support, Product, Directory, and Activation to coordinate execution
• Track milestones, manage risks, and keep timelines on track
• Design platform configurations and directory customization reflecting client brand and priorities
• Lead discovery conversations to translate workforce challenges into actionable solutions
• Develop launch campaigns, email communications, and internal engagement strategies
• Implement and refine activation tactics (segmented outreach, referral prompts, tailored content) to drive adoption
• Analyze client performance data and feedback to identify wins and improvement opportunities
• Codify implementation workflows, toolkits, playbooks, and define key success metrics to support scale

Senior Manager, New Client Success

Senior Manager, New Client Implementations