Client Success Manager

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. We help businesses evaluate their risks and develop solutions tailored to their needs. As a global firm, we offer employees resources in both technology and industry expertise while maintaining the local flavor of our offices. Our structure enables teams to maintain their own unique, regional culture. HUB has been recognized with the Gold Stevie Award for Employer of the Year in 2023 and named one of America’s Best Large Employers by Forbes in 2024. We’ve also won the Insurance Business America’s 5-Star Diversity, Equity, and Inclusion Award for the past two years.

About HUB Retirement & Private Wealth (RPW)

We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. Our mission is to provide financial peace of mind and top-of-class solutions, investments, administration, and service to hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We are committed to the highest ethics, competency, customer service, and delivering the best professional team to our valued clients.

About the Role

We are seeking a Client Success Manager (CSM) to join the FinPath Team. The selected individual plays a key role in strengthening client relationships, driving employee engagement with the FinPath program, and supporting internal operations that ensure seamless delivery and client satisfaction. This role requires a balance of strategic relationship management, proactive communication, and operational excellence.

Responsibilities

• Client Engagement
  • Develop, nurture, and manage strong client relationships to enhance satisfaction, increase adoption and engagement, and ensure long-term retention.
  • Lead the client onboarding process, ensuring smooth implementation and timely program launches.
  • Maintain accurate and up-to-date client information, correspondence, and activity records within the CRM system.
  • Generate and analyze client reports to track success metrics and identify opportunities for improvement.
  • Serve as the liaison between clients and internal teams, effectively documenting and communicating client requests, feedback, and priorities.
  • Own the client renewal process, including contract discussions, timeline tracking, and proactive communication to secure continued partnerships.
  • Represent FinPath at events, conferences, and client-facing functions.
  • Travel as needed for onsite client visits, implementation meetings, benefits fairs, and presentations.
  • Programmatically manage account escalations, past-due invoices, contracts, and service agreements in collaboration with internal stakeholders.
• Employee Engagement
  • Partner with the Marketing and Client Success Teams to develop and execute strategies that increase employee participation in the FinPath program.
  • Coordinate webinars, virtual events, and educational sessions to boost awareness and participation among employees.
  • Drive participant and client engagement activities through targeted campaigns, events, and communications.
  • Track and analyze client database usage to monitor adoption and engagement trends, providing insights to guide outreach and growth initiatives.
• Team Operations
  • Collaborate cross-functionally with internal departments (Marketing, Sales, Operations, etc.) to align client goals with company objectives.
  • Support team members in addressing and resolving client issues related to administration, operational, and service delivery.
  • Ensure efficient internal communication, documentation, and follow-through on all client and project-related activities.

Requirements

• Bachelor’s degree required or equivalent work experience.
• 3–5 years of experience in client success, account management, or relationship management, preferably in financial wellness, retirement, employee benefits, or SaaS-based program environments.
• Proven ability to manage multiple projects simultaneously while maintaining attention to detail.
• Ability to work and communicate with senior/executive-level partners.
• Demonstrated ability in communicating and understanding complex technical issues.
• Excellent written and oral communication skills across multiple channels (email, phone, etc.).
• Ability to travel as needed (up to 25%).

Benefits

At HUB International, we provide a comprehensive benefits package to support your health, wellness, and financial future, including:

• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA)
• 401(k) Savings Plan
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Flexible Spending Accounts (FSAs)
• Life and Disability Plans
• Long-Term Care
• Identity Theft, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Comprehensive Onboarding
• Continuing Education
• Flexible Work Arrangements
• Dress for Your Day Dress-Code

We also offer opportunities to engage in Employee Resource Groups (ERGs) and Voices of HUB groups, fostering diversity, inclusion, and belonging.

Pay

$75,000–$80,000 plus a 10% yearly discretionary bonus.

Schedule

Monday–Friday: 8:00 AM–5:00 PM