Client Success Manager - New York City

Responsibilities

• Manage and grow a portfolio of strategic enterprise employer accounts
• Serve as the primary relationship owner for HR, People, and Benefits leaders
• Analyze utilization, engagement, and program performance data to deliver executive business reviews and provide strategic recommendations
• Proactively identify risks and opportunities to drive client retention, expansion, and long-term account growth
• Possess strong data fluency and analytical mindset, with the ability to work comfortably with data sets, reports, and dashboards to identify trends, assess performance, and support client decision-making
• Manage contract renewals, identify expansion opportunities, and partner with Sales to grow strategic accounts
• Own client-facing communications, presentations, and materials across the client lifecycle, ensuring accuracy, consistency, and brand alignment
• Coordinate webinar, virtual and in-person event setup and follow-up
• Stay informed on employer benefits trends and competitive offerings to proactively advise clients on best practices and emerging opportunities

Qualifications

• Experience managing enterprise-level partnerships, including presenting to HR, Benefits, or People leaders, particularly in the employee benefits space
• A deeply client service-oriented professional who brings a culture of exceptional service, and ownership to everything they do
• A proven track record building trusted client relationships and delivering consistently high-quality experiences across multiple touchpoints
• Strong data fluency and analytical mindset, with the ability to work comfortably with data sets, reports, and dashboards to identify trends, assess performance, and support client decision-making
• Exceptional attention to detail and an eye for clean, consistent design
• An exceptional written and verbal communicator who can confidently lead executive meetings, business reviews, and strategic discussions with HR, Benefits, and C-suite leaders

Skills

• Proficiency with Google Workspace (Docs, Sheets, Slides)
• Proficiency with Salesforce
• Proficiency with HubSpot

Benefits

• Full-time role with the targeted annual salary range being $85,000-$100,000 per year
• Investment in your growth and skill development as a member of the growing Central Office team
• Competitive pay, including stock options
• Comprehensive benefits package for full-time employees (medical, dental, vision, 401(k), etc.)
• Flexible paid time off
• Free child care