Client Success Manager

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🕒 February 5

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My Secure Advantage®

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1986

💸 Finance

👥 HR Tech

🤝 B2B

Finance • HR Tech • B2B

My Secure Advantage® is a financial well-being company that provides clinically-informed money coaching, self-directed digital tools (including AI-enabled resources), and live financial education tailored primarily as an employer-sponsored benefit. Founded to improve individual economic stability, MSA emphasizes behavior-change coaching (one-on-one Money Coaches), zero product sales or data selling, and measurable outcomes; it serves employers and partner organizations (trusted by a large share of Fortune 100/500 companies) to deliver financial literacy and coaching at scale.

📋 Description

• Own a portfolio of approximately 20 high-value client relationships, with full accountability for retention, member utilization growth, and revenue expansion. • Design quarterly business reviews that clients actually look forward to. • Identify the key engagement levers that move the needle for each account. • Partner with internal teams to deliver remarkable outcomes. • Translate member outcomes (debt reduction, credit improvement, savings growth) into the business language these executives speak.

🎯 Requirements

• Managed complex B2B client relationships for 5+ years (benefits, HR tech, financial services, or SaaS preferred) • Presented to senior leadership and executive audiences • Can translate technical/program details into business impact • Owned retention and expansion targets with proven track record of 90%+ retention • Built client success frameworks (health scoring, renewal processes, QBR formats) • Used CRM platforms strategically (HubSpot experience preferred) to drive decisions, not just track activity • Operated with autonomy in environments where you defined the 'how' based on clear 'what' objectives

🏖️ Benefits

• Medical • Dental • Vision • 401(k) match • remote flexibility • free MSA financial coaching