Customer Success Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage a portfolio of designated client relationships from start to finish

• Act as the primary point of contact for assigned accounts on a day-to-day basis

• Establish trusted relationships with key stakeholders and decision-makers

• Oversee new client onboarding and technical integration processes from initiation to completion

• Collaborate with Product, Engineering, and Data teams to ensure timelines, dependencies, and go-live commitments are met

• Supervise ongoing client workstreams while maintaining clear action plans

• Identify and mitigate risks before they impact delivery or the client experience

• Monitor engagement, adoption, and outcomes

• Convert data into actionable insights and recommendations for clients and internal stakeholders

• Lead the comprehensive strategic business-review process

• Link wellbeing and program insights to quantifiable business value

• Formulate account strategies and pinpoint opportunities to enhance partnerships

• Facilitate renewal and expansion discussions with internal teams

• Incorporate client feedback into product and roadmap planning

• Collaborate with Sales, Legal, Security, and other departments on contracts, data agreements, and escalations

⛳️ Requirements

• A bachelor’s degree or equivalent relevant professional experience

• A minimum of five years of proven success in customer success, account management, or a similar client-facing role

• Preferably two or more years of experience in a SaaS technology company

• Proven ability to independently manage named accounts within a SaaS, health technology, or enterprise services organization

• Experience in achieving or directly contributing to renewal or growth targets

• Exceptional executive communication and presentation skills, including experience leading business reviews

• Capability to manage multiple client workstreams and conflicting deadlines with a high level of organization and accountability

• Proficient in Excel or Google Sheets

• Experience in interpreting and presenting client or program data

• Quick learner of technical products and implementation processes

• Previous implementation or integration experience is advantageous but not mandatory

• Must be eligible to work in the United States

🏝️ Benefits

• Mission-driven impact

• Career growth and development opportunities

• Supportive, human-centric work environment

• Wellness perks and benefits

• Medical, dental, and vision coverage

• 401(k) program with company match

• Generous paid-time-off programs

• Thrive Time: additional paid time off following major projects or intensive work periods

• Variable compensation and equity as part of the total compensation package