Customer Success Manager

About the role

We are looking for an experienced, tech-forward Customer Success Manager (Central Time Zone preferred) to own a portfolio of Lively employer customers, providing white-glove onboarding, ongoing management, and cross-selling to increase customer loyalty and value.

Requirements

• 4+ years experience in customer success, implementation, account management, or similar role
• Experience delivering exceptional B2B customer support
• Experience upselling/cross-selling and hitting revenue goals
• Strong project management, organizational, and interpersonal skills
• Proficient in Microsoft Office and Salesforce
• Demonstrated experience using AI tools and automation platforms
• Ability to support high volume during Open Enrollment season (Oct-Feb)

What you'll do

• Own a portfolio of employer customers to nurture, support, and develop
• Onboard and implement new employer customers
• Cross-sell Lively products to existing customers
• Build relationships with third-party vendors, brokers, and consultants
• Facilitate bulk asset transfers from third-party HSA providers

Where this was posted

• LinkedIn

  last seen 2mo ago
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