WellRight

Customer Success Manager

WellRight

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $70,000 - $85,000 per year

About the role

  • Own and manage a portfolio of mid-market client accounts with full accountability for retention, growth, and satisfaction
  • Develop, maintain, and actively execute a comprehensive Growth & Retention Plan for each account
  • Lead clients through a structured success journey using WellRight’s established tools, frameworks, and best practices
  • Complete monthly client health assessments for every account, leveraging defined success metrics and signals
  • Ensure all products and services are delivered in alignment with contractual commitments while maintaining high levels of satisfaction
  • Serve as a product expert, maintaining deep knowledge of all platform functionality and capabilities
  • Conduct system training and education for all user types (admins, end users, stakeholders)
  • Identify and execute opportunities for upsell, expansion, and renewal success across assigned accounts

Requirements

  • Minimum 3-5 years of account/project management experience, SaaS and health and wellness experience preferred
  • Undergraduate degree required
  • Strong strategic thinking with the ability to translate data and insights into actionable client strategies
  • Demonstrated ability to manage, retain, and grow a portfolio of client accounts
  • Experience leveraging CRM systems (HubSpot, Salesforce, etc.) to manage client lifecycle and commercial activities
  • Working proficiency in Excel, including data analysis using pivot tables, sorting, and filtering
  • Strong product aptitude with the ability to learn, demonstrate, and configure software solutions
  • Excellent communication skills with confidence engaging both day-to-day contacts and executive stakeholders
  • Highly organized with the ability to manage multiple priorities and deadlines
  • Collaborative team player with a proactive, solutions-oriented mindset
  • Ability to travel periodically (~10-15% of the time)
Benefits
  • Competitive Salaries
  • Unlimited PTO + 11 Company Paid Holidays
  • VTO (Volunteer Time Off)
  • Flexible work schedule
  • Whole Wellness
  • 401(k) program matching 100%
  • Pet Wellness
  • Paid Pregnancy Medical Leave & Paid Parental Leave
  • At-home internet stipend
  • Immediate access to a Udemy Business license
  • Rewards and incentives for participation in our WellRight Wellness Program
Applicant Tracking System Keywords

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

Hard Skills & Tools
account managementproject managementdata analysisCRM systemsExcelsoftware solutions configurationclient lifecycle managementupsellinggrowth strategy developmenthealth and wellness experience
Soft Skills
strategic thinkingcommunication skillsorganizational skillscollaborationproactive mindsetsolutions-orientedclient relationship managementability to manage multiple prioritiesconfidence engaging stakeholdersability to translate data into actionable strategies