Client Success Manager

About the role

This role transforms program data into boardroom-ready ROI stories that influence Fortune 100 companies' financial wellness strategies. It requires strategic thinking, business acumen, and executive presence.

Responsibilities

• Own an approximate portfolio of 20 high-value client relationships with full accountability for retention, member utilization growth, and revenue expansion.
• Design quarterly business reviews that clients actually look forward to.
• Identify the 3-4 engagement levers that move the needle for each account.
• Partner with internal teams to deliver outcomes, not excuses.
• Work at the executive level with clients including benefits directors, HR VPs, CFOs, and other Account Executives at major corporations.
• Shape how we operate by bringing proven frameworks and adapting them to our business model.

Requirements

• Managed complex B2B client relationships for 5-7+ years (benefits, HR tech, financial services, or SaaS preferred).
• Presented to senior leadership and executive audiences and can translate technical/program details into business impact.
• Owned retention and expansion targets with proven track record of 90%+ retention.
• Built client success frameworks such as client health scoring, renewal processes, QBR formats, and adapted them to new contexts.
• Strategically used CRM platforms like HubSpot to drive decisions, not just track activity.
• Operated with autonomy in environments where you defined the "how" based on clear "what" objectives.

Qualifications

• Experience in financial wellness programs and related industries.
• Strong analytical skills to interpret data and translate it into actionable insights.
• Excellent communication and presentation skills to articulate complex financial concepts to non-financial stakeholders.
• Ability to manage multiple priorities and meet tight deadlines.
• Passion for driving positive change in financial wellness and its impact on employee and organizational outcomes.

Skills

• Strategic thinking and business acumen.
• Executive presence and ability to influence decision-making at the highest levels.
• CRM platform proficiency (HubSpot experience preferred).
• Client relationship management and retention strategies.
• Financial wellness program knowledge and experience.

Benefits

• Medical, Dental, Vision insurance.
• 401(k) matching.
• Remote flexibility.

Pay

$70,000 - $90,000 base salary with a performance bonus tied to measurable outcomes, potentially up to $125,000.

Schedule

Fully remote with occasional travel for key client meetings (15-20% annually).