Customer Success Manager – Employee Benefits

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

📋 Description

• Take charge of the onboarding and activation processes for Employee Benefits agencies and brokers utilizing the Outmarket platform, ensuring rapid time to value and robust adoption.

• Develop and sustain trusted relationships with leaders in the EB group, benefits brokers, and account managers within commercial insurance agencies.

• Act as the main point of contact post-sale for implementation, training, continuous engagement, retention, and account health management.

• Recognize opportunities for expansion within existing accounts as clients enhance their Employee Benefits business.

• Convert customer feedback into actionable product insights that assist in informing roadmap prioritization.

• Create and enhance scalable onboarding materials, training resources, and Customer Success processes that evolve alongside the business.

⛳️ Requirements

• Extensive domain knowledge in the Employee Benefits ecosystem.

• Background in customer success or a relevant SaaS environment.

• Strong comprehension of onboarding and customer relationship management.

• Capacity to build trusted relationships with brokers and agency leaders.

• Exceptional communication and project management abilities.

🏝️ Benefits

• Become part of a rapidly growing segment with significant customer momentum and substantial opportunities on the horizon.

• Collaborate closely with the Head of Customer Success and the CRO on strategies for customer growth, retention, and expansion.

• Oversee the customer experience from onboarding and activation through to renewal and upselling.

• Influence the product roadmap by acting as a direct representative of the customer within the Employee Benefits market.

• Join a distinguished team comprised of professionals from Meta, IBM, Adobe, Salesforce, DocuSign, and Uber, enjoying real ownership, strong trust, and meaningful equity.