Remote Customer Success Manager — Benefits Tech

Lively; United States; Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

Stock options

Medical, dental, vision

Life and disability insurance

HSA with employer contribution

401k plan

Paid parental leave

Flexible vacation policy

Job summary

Lively, a remote-first company, is hiring a Customer Success Manager to oversee employer customers in the United States. You’ll drive onboarding, adoption, and renewal while using AI-powered tools to streamline benefit administration and reporting. Central Time Zone preferred.

The role requires 4+ years in customer success or related fields, strong communication, and experience with Salesforce and Microsoft Office. We offer competitive salary, stock options, and comprehensive benefits.

Qualifications

• 4+ years of experience in a customer success, implementation, account management, or similar role.
• Experience delivering an exceptional level of customer support to B2B customers.
• Support high customer volume during Open Enrollment season.
• Experience with upselling and cross selling products to existing customers, as well as hitting revenue-generating goals.
• Strong project management, organizational, and interpersonal skills.
• Excellent verbal and written communication skills.
• Exceptional attention to detail and adaptability in a fast-paced environment.
• Proficient in Microsoft Office and Salesforce.

Responsibilities

• Serve as the primary point of contact for a portfolio of customers for all account needs.
• Advocate for and assist customers in leveraging modern tools, including AI-powered solutions, to optimize their benefit administration processes and reporting needs.
• Increase value and drive revenue from existing Lively employers by cross selling other Lively products to those we already have existing relationships.
• Onboard and implement new employer customers to Lively from sign up to funding of accounts.
• Build and maintain relationships with customers’ third-party vendors, benefits consultants, and brokers.
• Facilitate recurring meetings with customers and brokers as requested.
• Educate customers on Lively configuration options for benefit enrollment, payroll, and reporting.
• Provide client administrators with ongoing enrollment and contribution processing support.
• Respond to all employer inquiries within 1-2 business days at all times.
• Work cross-functionally to support resolution of customer needs and proactively identify trends across customers to inform Lively product and operations teams.
• Create bug reports in Jira for reproducible product issues.
• Facilitate bulk asset transfers from third-party HSA providers to Lively.

Skills

Customer success

Account management

Project management

Communication

Salesforce

Microsoft Office

Tools

Jira

Salesforce

Job description

Lively, a remote-first company, is hiring a Customer Success Manager to oversee employer customers in the United States. You’ll drive onboarding, adoption, and renewal while using AI-powered tools to streamline benefit administration and reporting. Central Time Zone preferred.

The role requires 4+ years in customer success or related fields, strong communication, and experience with Salesforce and Microsoft Office. We offer competitive salary, stock options, and comprehensive benefits.