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A leading financial wellness firm is seeking a Senior Client Success Manager to enhance client relationships and drive program engagement. This remote role requires strong relationship management skills and a focus on delivering value to enterprise clients. The ideal candidate will develop strategies to promote financial wellness programs and ensure client satisfaction. With a competitive salary and bonuses, this position offers a unique opportunity to impact clients positively.
Senior Client Success Manager- Program Manager Location National Job Code 99 # of openings 1
Are you self-motivated, client-focused, and eager to take the lead? Are you excited to design and implement customized programs that will empower end users with the knowledge to be financially well? Do you have a track record of successfully managing relationships and navigating internal structures within large companies (Fortune 1000)? If so, this opportunity is for you!
We are seeking an experienced Senior Client Success Manager with a strong background in enterprise relationship management and program engagement to join our growing team. In this role, you will serve as a trusted advisor to our largest clients, ensuring they derive maximum value from our solutions while driving adoption, engagement, and long-term partnership success.You will play a critical role in designing and executing engagement strategies, identifying expansion opportunities, and providing white-glove service to stakeholders at all levels.
In this role, you will develop strategies to build awareness of our financial wellness programs within our clients’ employee bases, work with our client partners in Human Resources to engage their employees, execute and adapt the defined strategy, and proactively identify opportunities for program expansion. Everything we do starts and ends with our clients, and the right candidate will take this on as a mission, not just a job, and challenge themselves to deliver the results that ultimately transform organizations.
Who WE Are And What You’ll Do
We are B2B2C.
For organizations, our customized programs integrate with employer-sponsored benefits and wellness programs to enhance utilization of employee benefits, reduce related expenses and risks, and improve employee engagement and productivity.
Individual employees have access to our elite team of CERTIFIED FINANCIAL PLANNERS (CFPs) through multiple channels and to our proprietary, open-architecture digital Financial Wellness Hub platform. Completely unbiased, with no sales pitch, our team of CFPs works with people from all walks of life on any financial matter from debt and budgeting to retirementand estate planning. Free access to an unbiased CFP is a unique service, and we have proven, behavior-changing results that have a positive impact on people’s lives.
The right individual for the team will be a natural relationship builder, able to gain insights into client needs, and identify opportunities to improve the program. You must have a finger on the pulse of the industry and its competitive trends, be forward thinking and not shy away from sharing your recommendations.
As a Senior Client Success Manager, you will:
Your Skills & Experience
Key Responsibilities:
Qualifications:
Preferred:
Who You Are
What’s In It For You
Our headquarters is located in El Segundo CA, however, we have been a fully distributed “work from home” team since March 2020. The Client Success Manager position is based remotely, and the ideal candidate is able to travel to the Los Angeles, CA area four times/year. Additionally, while our work hours are flexible, members of the team should expect to be available Monday – Friday and support internal meetings in Pacific Time,
The total compensation includes an $100,000-$125,000 base salary with quarterly and annual bonuses (typically between 10-20% and up to 25%, respectively), resulting in a total of up to $145,0000 - $181,250. Additional financial opportunities exist through cash-based profit sharing and through equity plans, and we offer a full comprehensive benefits package and 401k matching.
About us
Financial Finesse is a boutique, entrepreneurial firm located in El Segundo, CA. Since our founding in 1999, we have been the pioneering leader of the workplace financial wellness industry, which has recently reached an inflection point of growth. As an employee-owned company that operates with an entrepreneurial spirit and a philanthropic heart, we love what we do and the people we work with. We leverage the strengths of our people and proprietary technologies to work with large organizations such as Nestle, CVS Health, and the NFLPA to design and deliver full-scale, proprietary financial coaching technologies and services to be provided as an employer-sponsored benefit to their employees. We’ve been around for 26 years, and we’re honored to have been recognized by Los Angeles Business Journal as a ‘Best Place to Work’, by Entreprenuer.comas a ‘ Top Company Culture ’ , and Best in Biz as ‘ Most Innovative Small Company of the Year’.