Customer Success Manager

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $70k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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WellRight

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2013

🏥 Healthcare

💼 Consulting

📣 Marketing

💰 $625k Series B - WellRight on 2014-10

Healthcare • Consulting • Marketing

WellRight is a B2B SaaS employee wellbeing platform that helps employers, health systems, health plans, and benefit consultants design, deliver, and manage customizable wellness programs. The platform provides personalized content, integrated coaching, configurable features, and seamless integrations to drive engagement, retention, and holistic outcomes across multiple dimensions of wellbeing. WellRight emphasizes flexibility and consultative partnerships to implement, scale, and continuously evolve employer-focused wellbeing programs.

📋 Description

• Own and manage a portfolio of mid-market client accounts with accountability for retention, growth, and satisfaction • Develop, maintain, and execute Growth & Retention Plans for each account • Lead clients through WellRight’s structured success journey, tools, frameworks, and best practices • Identify marketplace and industry trends and provide proactive strategic recommendations • Complete monthly client health assessments using defined success metrics and signals • Translate client health insights into strategies improving engagement, outcomes, and performance • Ensure products and services align with contractual commitments and maintain client satisfaction • Provide consultative guidance through business reviews and strategic planning conversations • Maintain deep knowledge of platform functionality and capabilities • Configure platform settings and support program setup • Conduct system training and education for admins, end users, and stakeholders • Demo platform features to reinforce value and drive adoption • Identify and execute upsell, expansion, and renewal opportunities • Own renewal strategy and contribute to contracting processes in the CRM • Build relationships with client stakeholders, brokers, and consultants • Communicate client feedback and product opportunities to internal teams • Represent the client internally and serve as a subject matter expert in sales meetings • Maintain accurate account data, activity tracking, and planning documentation in CRM systems • Share insights, best practices, and process improvements • Support cross-functional initiatives improving client experience and operational rigor

🎯 Requirements

• 3+ years of account/project management experience • SaaS and health and wellness experience preferred • Undergraduate degree required • Strong strategic thinking and ability to translate data and insights into actionable client strategies • Demonstrated ability to manage, retain, and grow a portfolio of client accounts • Experience leveraging CRM systems such as HubSpot or Salesforce • Working proficiency in Excel, including pivot tables, sorting, and filtering • Strong product aptitude and ability to learn, demonstrate, and configure software solutions • Excellent communication skills with day-to-day contacts and executive stakeholders • Highly organized with ability to manage multiple priorities and deadlines • Collaborative, proactive, solutions-oriented mindset • Ability to travel periodically, approximately 10–15% of the time

🏖️ Benefits

• Unlimited PTO + 11 Company Paid Holidays • Volunteer Time Off (minimum 3 hours per quarter) • Flexible work schedule • Affordable health, dental, and vision options • Company-paid long-term and short-term disability insurance • Supplemental life insurance • Transit benefits • Legal services • Identity protection • Pre-tax savings accounts • 401(k) program matching 100% with Company contribution of up to 4%; immediately vested • Comprehensive pet wellness plan reimbursing preventive and routine pet care • Up to 12 weeks of paid medical leave for pregnancy • Up to 6 weeks of paid parental leave • At-home internet stipend • Immediate access to a Udemy Business license • Unlimited monetary incentives through the WellRight Wellness Platform • $125 annual fitness tracking equipment allowance