Client Success Manager

This is a fully remote position, open to applicants in New York.

📋 Description

• Onboarding and Account Management / Customer Success: In this role, you will oversee key customer relationships, acting as the primary point of contact for numerous employer partners and users.

• Customer Support: You will take charge of our customer support operations, placing you at the center of it all—capturing valuable feedback from both customers and end users.

• Develop operational tests and processes from the ground up. As we are still in the early stages, this role involves refining existing processes and creating new ones.

⛳️ Requirements

• A strong executor with over 2 years of experience who thrives in detail-oriented tasks, can work independently, build from the ground up, and accomplish objectives efficiently.

• A versatile generalist who is intelligent, adaptable, and a quick learner.

• Comfortable in a fast-paced environment that necessitates managing multiple priorities and deadlines, swiftly pivoting, and developing new processes as the company expands.

• An analytical and organized thinker with excellent written and verbal communication skills.

• A clear communicator who is confident in expressing their thoughts and possesses strong interpersonal skills.

🏝️ Benefits

• Competitive salary: We understand the competitive landscape and offer attractive salaries to our team members.

• 401(k) & Employer Match: As a company focused on financial wellness, we want to help you optimize your personal finances with excellent retirement savings plans and a matching program to support your goals.

• Work from anywhere: We embrace a remote-first culture with a home base in NY. Whether you choose to work from home or collaborate with nearby colleagues, the choice is yours.

• Health insurance & wellness benefits: We provide flexible healthcare options, including dental and vision coverage, along with a healthcare FSA account.

• Equity compensation: As an early-stage, equity-forward company, we offer an employee-friendly equity plan with significant equity opportunities compared to larger tech firms.

• Generous parental leave: We believe you shouldn't have to choose between your career and family, which is why we offer paid parental leave.

• Unlimited vacation: We support sustainable work habits rather than burnout by offering unlimited vacation days along with numerous company holidays.

• Company offsites: Team culture is vital to our success. As a remote-first organization, we organize regular team events and offsites to foster a close-knit and enjoyable environment.

• Unlimited access to financial professionals: If you need guidance on personal finances or taxes, our Financial Pros are always available to assist you.