Client Success Manager United States - Remote

LearnLux; United States; Remote; USD 85,000 - 120,000; Full time

Job summary

An innovative firm is seeking a Client Success Manager to enhance the experience for global clients. In this fully remote role, you will be the primary contact for employer clients, guiding them through implementation and building strong relationships. Your strategic thinking and exceptional communication skills will be essential in navigating the employee benefits landscape. This position offers the opportunity to work in a collaborative environment focused on financial wellbeing, where your contributions will directly impact client satisfaction and retention. Join a team that values diversity and inclusion while making a meaningful difference in the financial lives of employees.

Qualifications

• 3+ years in Client Success or Account Management, preferably in a startup.
• Proven experience in employee benefits and global client relationships.

Responsibilities

• Lead onboarding and implementation for US and global clients.
• Act as a trusted advisor, defining success plans and communication strategies.
• Support engagement through tailored campaigns and webinars.

Skills

Client Success

Account Management

Project Management

Communication Skills

Data Analysis

Relationship Building

Tools

Excel

Google Sheets

PowerPoint

Google Slides

Job description

LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive.

We’re a remote-first company, backed by prominent operators such as Ashton Kutcher’s fund Sound Ventures and Salesforce CEO Marc Benioff.

The Role

Join the Client Success team at LearnLux and help deliver a world-class experience for our global clients and members. Our Client Success team is responsible for successfully onboarding clients, delivering on various engagement tactics and ensuring success for the client and their members. Ultimately, our goal is to retain and grow all client accounts.

This individual will serve as the primary point of contact for a portfolio of employer clients, building strong relationships with HR and Benefits leaders. They will guide clients through the implementation process, collaborate on communication and success plans, and promote the LearnLux program to employees.

The ideal candidate has proven experience in client success or account management, ideally within the employee benefits space and with global client exposure. They are a strategic thinker with excellent communication and project management skills, and thrive in a fast-paced, collaborative environment.

Their ability to build trust, drive engagement, and support long-term success will make them an essential part of the LearnLux team. This role is 100% remote within the US and reports to the Director of Client Success.

Key Responsibilities

• Lead implementation and onboarding, for both US and global clients, including the setup of each client’s custom financial wellbeing portal, coordination of benefits content, and delivery of a seamless launch experience. Work in partnership with Engineering and Operations.
• Act as a strategic partner and trusted advisor to clients, helping them define Success Plans and Communication Strategies that align with their organizational goals and support employee engagement.
• Support ongoing engagement and adoption by building and executing tailored communication campaigns, delivering webinars, and promoting the program across diverse employee populations, including shift workers and global teams.
• Analyze and present impact during regular progress meetings by measuring success, identifying opportunities, and sharing creative, localized strategies to help global clients achieve their goals.
• Collaborate cross-functionally with internal teams including Product, Marketing, and Financial Planning to ensure client needs are met and feedback is shared.
• Manage renewals and identify growth opportunities, working closely with Leadership to support client retention and global account expansion.
• Support onsite and virtual engagement efforts, including benefits fairs, tabling events, and live program rollouts, occasionally requiring travel.

Qualifications & Experience

• 3+ years of experience in Client Success or Account Management, preferably in a high-growth or startup environment
• Proven experience in the employee benefits industry with a strong understanding of benefit programs, policies, and best practices (this is a must-have)
• Success managing global client relationships, with an understanding of regional benefits, cultural nuances, and communication strategies across international markets
• Exceptional account management and relationship-building skills, with the ability to influence stakeholders at all levels
• Strong project management skills, with a track record of leading complex initiatives and meeting deadlines across multiple workstreams
• Advanced reporting and data analysis skills, including proficiency in Excel/Google Sheets and comfort translating data into actionable insights
• Excellent communication skills in English
• Meticulous attention to detail
• Advanced knowledge of PowerPoint/Google Slides skills, with the ability to create polished, client-ready presentations

Closing

LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply.

LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team!

The pay range for this role is listed below. Individual compensation will be commensurate with the candidate's experience and local cost of labor.

Salary Range: $85,000 - $120,000 USD

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