Manage SMB and emerging tech clients through onboarding to ongoing success planning
Drive admin platform education and adoption via regular check-ins and training
Identify growth opportunities and collaborate with sales on upsell
Monitor customer health metrics and address at-risk accounts
Gather customer feedback to help shape product roadmap
Develop scalable processes for SMB clients

🎯 Requirements

3-5 years in customer success or account mgmt in SaaS/start-up/healthcare/Benefits
Direct experience in the Benefits space
Proven track record growing SMB and emerging tech accounts
Able to analyze data to influence decisions
Interact with diverse teams and levels, from end users to C-level
Cross-functional collaboration with sales, marketing, product

🎁 Benefits

95% medical, dental, and vision coverage
$250 WFH setup stipend
$150/month cell phone + internet
$100/month wellness stipend
Several team on-sites per year
Flexible PTO

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