Remote Enterprise Customer Success Manager

Summary

The job is for a Customer Success Manager at LearnLux, a financial wellbeing provider. The role involves managing onboarding, developing communication programs, supporting members, and identifying upsell opportunities. The position is remote within the US and reports to the Director of Customer Success.

Requirements

• 2-3+ years experience in Customer Success or Account Management with enterprise clients
• Strong account management and relationship-building skills
• Advanced reporting and data analysis skills with expertise in Excel/Sheets
• Strong project management skills
• Strong technical acumen
• Outstanding communication skills
• Meticulous attention to detail
• Advanced knowledge of PowerPoint/Slides with a good eye for design

Responsibilities

• Manage and ensure a successful onboarding and implementation process
• Become a trusted advisor to employer partners in HR & Benefits
• Track and report on progress through regular check ins and Progress Checks (QBRs) with assigned accounts
• Manage an assigned set of accounts, manage upsells and renewals, and ensure that goals and timelines are met
• Build and customize communication toolkits, webinar slide decks, emails, and other engagement tools
• Provide first-level user support to members and clients via chat and email
• Plan, moderate, and follow up with webinars and other training events
• Travel to client sites as needed for meetings, relationship building, benefits fairs, and tabling events

Preferred Qualifications

• Strong familiarity and / or experience with benefits implementations, ideally working with HR and Benefits leaders to implement wellness-related benefits on a global scale
• Fluent Spanish speaker with deep understanding of minority communities’ mindsets about money
• Marketing or related experience creating and managing webinars, email, and communication materials to engage employees in their benefits
• Experience with end-user support for a SaaS or e-learning platform

Benefits

• Remote-first company structure
• Medical, dental, and vision
• 401(k)
• Mental wellbeing (Talkspace)
• Financial wellbeing (LearnLux)
• Equity (Full-time employees)
• Paid vacation and sick leave
• A supportive, inclusive team culture
• Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology