Customer Success Manager

Job Summary

To support a growing team, the remote Customer Success Manager will manage a portfolio of employer customers, providing exceptional onboarding and ongoing support while advocating for the use of modern tools to enhance their benefit administration processes.

Key responsibilities

• Serve as the primary point of contact for a portfolio of customers, addressing all account needs
• Onboard new employer customers and facilitate their implementation from sign-up to funding of accounts
• Increase customer loyalty and drive revenue by cross-selling additional Lively products to existing clients

Required qualifications

• 4+ years of experience in customer success, implementation, account management, or a similar role
• Proven track record of delivering exceptional customer support to B2B clients
• Experience with upselling and cross-selling products while meeting revenue goals
• Demonstrated experience using AI tools and automation platforms to enhance customer experience
• Proficient in Microsoft Office and Salesforce