Enterprise Client Success Manager

🕒 February 10

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LearnLux Financial Wellbeing

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

👥 HR Tech

📚 Education

Finance • HR Tech • Education

LearnLux Financial Wellbeing is a company that provides a comprehensive financial wellbeing platform designed for the workforce. It offers personalized financial planning services powered by Certified Financial Planner® professionals, aimed at helping employees create and manage their financial plans. The platform emphasizes unbiased, fiduciary guidance, providing tools for financial education, retirement planning, debt management, and more, all tailored to individual employee needs. LearnLux aims to help employees across various industries and income levels achieve financial security through customized benefits portals, interactive digital content, and one-on-one planning sessions. It is committed to enhancing employee financial wellness at every stage of life in a holistic and accessible manner.

📋 Description

• Own the end-to-end success of a portfolio of enterprise and global employer clients, serving as their primary relationship manager and strategic advisor. • Lead complex client onboardings and implementations, coordinating across internal teams to ensure successful launches. • Develop and execute client success strategies that drive engagement, adoption, and measurable outcomes across diverse and distributed employee populations. • Build strong, executive-level relationships with HR, Benefits, and People leaders, positioning yourself as a subject-matter expert in financial wellbeing. • Lead regular business reviews, using data and insights to demonstrate value, influence client strategy, and inform renewal and expansion conversations. • Partner closely with Sales on renewals, upsell, and cross-sell opportunities, contributing to retention and revenue growth. • Identify risks to client health early and proactively address them through thoughtful planning and cross-functional collaboration. • Deliver and support engagement initiatives such as webinars, campaigns, benefits fairs, and live or virtual program rollouts. • Act as the voice of the customer internally, sharing feedback and insights to inform product and program improvements.

🎯 Requirements

• 7+ years of experience in Client Success, Customer Success, or Account Management, ideally supporting enterprise clients in a B2B SaaS, benefits, or fintech environment. • Proven experience managing complex client relationships and driving renewals and account growth. • Experience working with global clients and navigating the needs of internationally distributed or diverse employee populations. • Strong executive presence and the ability to build trust with senior stakeholders. • A commercial mindset, with comfort discussing value, outcomes, and expansion opportunities. • Excellent communication and presentation skills, including facilitating executive-level conversations. • Strong project management and organizational skills, with the ability to manage multiple complex initiatives. • Analytical fluency and experience using data to inform client strategy and decision-making. • Comfort operating in fast-paced, evolving environments and adapting as client needs and priorities change.

🏖️ Benefits

• Remote-first company structure • Medical, dental, and vision • 401(k) • Mental wellbeing (Talkspace) • Financial wellbeing (LearnLux) • Equity (Full-time employees) • Paid vacation and sick leave • Paid sabbatical after 5 years of service • A supportive, inclusive team culture • Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology