Client Success Manager
Your Money Line
full-time
Posted on:
Location Type: Hybrid
Location: Indianapolis • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 per year
Job Level
JuniorMid-Level
About the role
- Build strong relationships with your book of assigned clients as their main point of contact.
- Foster adoption of the Your Money Line platform and programming through ongoing engagement planning and strategy.
- Work with clients to ensure they find value in the company’s services as measured through NPS and Health Scores.
- Conduct employee-facing presentations for clients, both virtually and in person.
- Collaborate closely with the Sales, Business Operations, Marketing, and Financial Guide team to ensure an exceptional client experience.
- Serve as an internal advocate for the client’s voice and needs.
- Negotiate all client renewals for your assigned book of business, driving revenue growth through upgrades and expansion.
Requirements
- 2-3 years of experience in account management, client success, technical support, or a combination (preferably in a B2B SaaS environment)
- Experience owning, forecasting, and exceeding renewal and/or new business quotas
- Technical aptitude and ability to learn software programs and train others
- Confidence and ability to communicate with client representatives from all levels of the organization
- Passion for serving clients and helping them achieve their organizational objectives through the use of the Your Money Line website and helpline
- Self-confidence and high energy; motivation and ability to excel in a growth environment
- Superior organizational and project management skills; close attention to detail
- Experience with Salesforce and HubSpot a plus
- Experience in personal finance, employee benefits, or fintech a plus
Benefits
- Medical Insurance
- Dental and Vision Insurance
- Life Insurance
- 401k with a 4% match
- Company equity options
- Work laptop
- Unlimited wellness time off
- Unlimited paid time off
- Hybrid office model
- Paid holidays
- Paid maternity, paternity, and adoption leave
- HSA and employer HSA contribution
- Office snacks
- Regular employee events
- Fun startup culture
- Voted a “Best Place to Work in Indiana” 2023, 2024, 2025
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
account managementclient successtechnical supportrenewal quotasnew business quotasproject managementorganizational skillstechnical aptitudesoftware training
Soft skills
relationship buildingcommunicationadvocacynegotiationself-confidencemotivationattention to detailhigh energy