Customer Success Manager - Growth & Engagement (Equity)

Valid8 Financial, Inc.; Canada; Hybrid; CAD 126,156 - 140,174; Full time

Benefits offered by this job

Early equity

Medical insurance

Dental & vision

FSA

Life Insurance

Disability insurance

EAP

401K

Job summary

Valid8 Financial, Inc. is seeking a Customer Success Manager to onboard, activate and engage members, driving retention and growth across accounts.

You will lead implementations, manage renewals, and collaborate with sales, marketing and product teams to improve ROI and NRR. Strong communication and project-management skills are essential.

Salary $90-$100k base plus uncapped variable, plus benefits including medical, dental, vision, FSA, Life, disability, EAP and 401K, with early equity potential.

Qualifications

• 3+ years in a customer success role, preferably in a health tech, SaaS or agency environment.
• Track record of achieving retention and growth goals.
• Demonstrated ability to improve member engagement through marketing programs.
• Excellent verbal and written communication skills, with a challenger mentality.
• Hubspot CRM and Marketing Automation experience is a plus.
• Experience with self-funded customers and employee benefits consultants is a plus.
• Experience in startup environments; flexibility and proactivity are required.
• Self-starter with the ability to drive your own learning.
• B2B2E experience preferred, but not required.

Responsibilities

• Lead onboarding and activation for new customers and manage the PM aspects of multi-department deliverables.
• Nurture customer relationships, engage and challenge them to achieve cost containment goals.
• Oversee renewals and support Account Executives with expansion opportunities.
• Develop and execute integrated marketing campaigns to improve awareness and engagement.
• Create account plans with health and goals for each customer account.
• Collaborate with data analytics to analyze performance and ROI, informing product/clinical roadmaps.
• Coordinate with Growth to define core processes across customer success.

Skills

Customer success

Communication

Project management

Self-starter

Tools

HubSpot CRM

Marketing Automation

Job description

Valid8 Financial, Inc. is seeking a Customer Success Manager to onboard, activate and engage members, driving retention and growth across accounts.

You will lead implementations, manage renewals, and collaborate with sales, marketing and product teams to improve ROI and NRR. Strong communication and project-management skills are essential.

Salary $90-$100k base plus uncapped variable, plus benefits including medical, dental, vision, FSA, Life, disability, EAP and 401K, with early equity potential.