Customer Success Manager, SMB

November 22

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Benepass

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HR Tech • Finance • Wellness

Benepass is a flexible benefits platform designed for people-first companies, offering a range of personalized and adaptable employee benefits solutions. With a focus on meeting the diverse needs of today’s global workforce, Benepass allows companies to provide customized benefits packages that include health savings accounts, flexible spending accounts, wellness programs, professional development, and more. The platform emphasizes ease of use with features like card-first technology, automated enrollment, and real-time engagement metrics. Benepass supports companies in designing competitive benefits programs that enhance employee satisfaction and retention while staying aligned with corporate DEI and wellness values.

11 - 50 employees

👥 HR Tech

💸 Finance

🧘 Wellness

💰 $12M Series A on 2021-09

📋 Description

• Manage a portfolio of SMB and emerging tech clients through all stages of the customer lifecycle, from onboarding to ongoing success planning • Drive admin platform education and adoption by providing regular check-ins, product training, and best practice guidance • Identify growth opportunities within your accounts and collaborate with sales on upsell and expansion strategies • Monitor customer health metrics and proactively address at-risk accounts • Gather and communicate customer feedback to product and engineering teams to help shape our roadmap • Develop scalable processes and resources tailored to the unique needs of SMB clients

🎯 Requirements

• 3-5 years of experience in customer success or account management in SaaS, start-up, healthcare, or Benefits space. • Direct experience working in the the Benefits space • Proven track record of managing and growing SMB and emerging tech accounts • Demonstrated ability to analyze data and business insights to influence stakeholder decision-making • Ability to interact with customer teams at various levels of technical and non-technical depth, and across multiple levels from end users through C-level stakeholders • Experience working with cross-functional teams and communicating common customer behaviors to the sales, marketing, and product teams.

🏖️ Benefits

• 95% coverage of medical, dental, and vision • $250 WFH setup • $150/month cell phone + internet • $100/month Wellness • Flexible PTO