CSM II

About Carrot

Carrot is the leading global fertility and family care platform, built on intelligent care orchestration: the right clinical guidance, at the right moment, in the context of each member’s life. More than a thousand multinational employers, health plans, and health systems trust Carrot to support millions of members across 195 countries – from pre-pregnancy through menopause and major life moments in between. Carrot's comprehensive clinical program delivers industry-leading cost savings for plan sponsors and award-winning experiences and improved outcomes for millions of people worldwide. Carrot is widely regarded as a defining force in healthcare innovation as a recipient of several top-tier awards, including Fast Company's 'Most Innovative Companies' and CNBC's '100 Barrier Breaking Startups'. The company is regularly cited by leading global outlets — including The Economist, Bloomberg, The Wall Street Journal, NPR, ABC News, and Harvard Business Review — as a leading voice on digital health, the future of work, and family health.

The Opportunity

Carrot is looking for a Customer Success Manager II to own the health, adoption, retention, and growth of a book of Small Business (SMB) accounts. Reporting to a Manager of Customer Success, you will serve as the primary point of contact and trusted advisor for HR benefits leaders across your portfolio, helping them communicate the value of the Carrot benefit, respond to their needs, and ensure Carrot remains a celebrated part of their benefits offering.

Your Day-to-Day

• Own the health, adoption, retention, and growth of a book of SMB accounts, serving as the primary point of contact for HR benefits leaders
• Conduct regular check-ins and business reviews to align on goals, track program performance, and course-correct proactively
• Monitor and act on success metrics including CSAT, utilization, and member engagement to identify risks and address churn drivers early
• Support the renewal cycle across your book, partnering with Customer Success leadership to drive on-time close and strong retention outcomes
• Identify and pursue expansion and upsell opportunities within your book, contributing to ACV growth
• Partner with internal teams, including Product, Implementation, Member Support, and Operations, to ensure customers realize full value from their Carrot partnership
• Maintain accurate account records and pipeline hygiene in Salesforce
• Execute established SMB playbooks with consistency and surface feedback that helps the team improve and scale

About You

• A bachelor’s degree
• 3+ years of experience in customer success, account management, or customer support in a high-growth technology environment
• A track record of managing a book of business with strong retention and customer satisfaction outcomes
• Comfort presenting to HR benefits leaders, with a clear, empathetic communication style that balances customer needs against internal priorities
• Proficiency with Salesforce or another CRM
• Strong organizational skills and a proactive, solutions-oriented mindset
• Enthusiasm for Carrot’s mission and eagerness to be part of a collaborative, friendly, and dynamic team

Nice to Have

• Familiarity with Carrot’s buyers (HR benefits leaders) and the employee benefits landscape
• Prior experience supporting renewal or expansion conversations with existing customers
• Experience with tools beyond Salesforce, such as Gong, Airtable, or BI/reporting tools
• Comfort working in an ambiguous, fast-scaling environment; organized, diligent, and self-motivated

Why This Role Matters

SMB customers make up a large share of Carrot’s customer base, and the CSM II role is the front line of how those customers experience Carrot. Strong account management at this level directly protects retention, drives member engagement, and creates the expansion pipeline that fuels segment growth.

Interview Process

• Recruiter Screen — 30 minutes
• Hiring Manager Interview — 30–45 minutes
• Presentation Interviews — 45 minutes
• Executive Leadership Conversation — 30 minutes
• Hiring Manager Wrap-Up — 15 minutes

Why Candidates Join Carrot

• A mission-driven company focused on expanding access to fertility and family-forming care globally
• A high-growth environment where leaders are empowered to shape strategy and drive impact
• Competitive compensation, equity, and comprehensive benefits
• Flexible Time Off and a culture that actively encourages employees to recharge
• Comprehensive parental leave and family-forming benefits
• A collaborative, inclusive, and values-driven culture

Compensation

Carrot offers a holistic Total Rewards package designed to support our employees in all aspects of their life inside and outside of work, including health and wellness benefits, retirement savings plans, short- and long-term incentives, parental leave, family-forming assistance, and a competitive compensation package. The starting base salary for this position will range from $70,000.00 to $82,000.00. Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience.

Fraud and Security Notice

Please note that all communication regarding job opportunities at Carrot will come exclusively from an @get-carrot.com email address. If you receive messages from any other domain, please disregard them and report the incident to: securityreporting@get-carrot.com

A Note on AI

At Carrot, we believe AI can help us work smarter, move faster, and create more meaningful experiences for our members, customers, and each other. While not every role requires deep technical AI expertise, we value people who are curious, eager to learn, and excited to thoughtfully incorporate AI into their day-to-day work.

Why Carrot?

• Carrot has received national and international recognition for its pioneering work, including Fast Company's Most Innovative Companies and World Changing Ideas, Inc. Power Partners, and Modern Healthcare’s Innovators.
• Carrot’s global workforce has been acknowledged with several accolades, including Fortune’s Best Workplaces in Healthcare, Great Place to Work, and Age-Friendly Employer certifications.
• Carrot is regularly featured in media reporting on issues related to the future of work, women in leadership, and healthcare innovation, including MSNBC, The Economist, Bloomberg, The Wall Street Journal, CNBC, National Public Radio, Harvard Business Review, and more.