Customer Success Manager

Job Posted 6 Days Ago Posted 6 Days Ago
Hiring Remotely in U.S.
Remote
110K-130K Annually
Mid level
HR Tech • Payments • Software • Financial Services
Mission: Helping companies reimagine the world of benefits and how they are delivered to employees.
The Role
As a Customer Success Manager at Benepass, you will manage SMB and emerging tech client relationships, ensuring customer satisfaction and growth. Responsibilities include onboarding, providing product training, driving adoption, identifying growth opportunities, monitoring customer health, and collaborating with internal teams to improve processes and influence product development.
Summary Generated by Built In

About Us

At Benepass we're making benefits easy. We believe people are the most important asset to any company. Traditional one-size-fits-all benefits packages no longer cut it in today's hybrid and remote-first environment. With Benepass, companies can tailor their benefits to the unique needs of their workforce.

Through our easy-to-use and highly customizable fintech platform, People teams can implement, administer, and track the benefits that meet employees where they are. Employers design their benefits and perks plan by setting a contribution amount and eligible spend categories. Every employee has their own individual definition of wellness and needs different things to help them be their most productive, fulfilled self.

Our Mission

Helping companies reimagine how companies take care of their people.

Our Investors

We are backed by leading investors, including Portage Ventures, Threshold Ventures, Gradient Ventures, Workday Ventures, and Clocktower Technology Ventures. To date, the company has raised $35 million of equity capital.

Articles

  • Founder Story - Jaclyn Chen

  • Benepass Raises $20M

Candidate Resources

  • Benepass | Candidate Resource Page

  • Benepass Listed on Inc. Magazine's Best Workplaces of 2023

TEAM & ROLE

As a Customer Success Manager, you will lead the management of our SMB and emerging tech clients, reporting directly to our Head of Customer Operations, Aileen Palmer. You will be responsible for managing and nurturing client relationships to ensure customer satisfaction, retention, and growth.

This role involves working closely with customers to understand their needs, providing tailored solutions, and ensuring they derive maximum value from our products. In addition to owning a book of business, the CSM will contribute to the continuous improvement of our processes by collaborating with product, sales, engineering, support, and strategic alliances teams.

Currently, our Customer Success team is composed of:

  • 2 Customer Success Managers

  • 2 Technical Account Managers 

It’s an exciting time to join our Customer Success team as we are expanding across all departments. This is a fantastic opportunity to shape and influence customer success processes while working with an innovative team. If you thrive in a fast-paced environment and have experience working with SMB and emerging tech clients, we’d love to hear from you!

WHAT YOU'LL DO AT BENEPASS

  • Manage a portfolio of SMB and emerging tech clients through all stages of the customer lifecycle, from onboarding to ongoing success planning

  • Drive admin platform education and adoption by providing regular check-ins, product training, and best practice guidance

  • Identify growth opportunities within your accounts and collaborate with sales on upsell and expansion strategies

  • Monitor customer health metrics and proactively address at-risk accounts

  • Gather and communicate customer feedback to product and engineering teams to help shape our roadmap

  • Develop scalable processes and resources tailored to the unique needs of SMB clients

ABOUT YOU

  • You are relationship-focused and enjoy helping customers achieve their goals

  • You're organized and efficient, able to manage multiple accounts simultaneously while providing personalized service

  • You're a clear communicator who can translate product features into business benefits

  • You're adaptable and thrive in a fast-paced startup environment


REQUIREMENTS

  • 3-5 years of experience in customer success or account management in SaaS, start-up, healthcare, or Benefits space. 

  • Proven track record of managing and growing SMB and emerging tech accounts

  • Demonstrated ability to analyze data and business insights to influence stakeholder decision-making

  • Ability to interact with customer teams at various levels of technical and non-technical depth, and across multiple levels from end users through C-level stakeholders

  • Experience working with cross-functional teams and communicating common customer behaviors to the sales, marketing, and product teams.


BONUS SKILLS

  • Previous start-up experience 

  • Familiarity with the Benefits space 

COMPENSATION

Base salary of $110,000 to $130,000 + variable

Range(s) is subject to change. Benepass takes a number of factors into account when determining individual starting pay, including your expectations, how you interview, peer compensation, and years of experience. We also look at the market data.

Range(s) is subject to change. Benepass takes a number of factors into account when determining individual starting pay, including market comparables, interview performance, peer compensation, and years of experience.What We Offer

  • 95% coverage of medical, dental, and vision

  • Fantastic benefits (of course 😃), including:

    • $250 WFH setup

    • $150/month cell phone + internet

    • $100/month Wellness

  • No Meeting Wednesday!

  • We offer several team onsites a year

  • Flexible PTO

At Benepass, we are working towards reimaging how companies take care of their people. We are committed to creating an inclusive environment for all our employees and are seeking to build a team that reflects the diversity of the people we hope to serve with our revolutionary products. Benepass is proud to be an equal-opportunity employer.

Top Skills

Data Analysis
Fintech
SaaS
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The Company
HQ: New York, NY
38 Employees
On-site Workplace
Year Founded: 2019

What We Do

Benepass is a platform to flexibly distribute benefits and non-salary compensation globally. Through our easy-to-use and highly customizable fintech platform, People teams can implement, administer, and track the modern benefits that their employees are looking for.

Employers design their benefits and perks plan by setting a contribution amount and eligible spending categories. Every employee has their own individual definition of wellness and needs different things to help them be their most productive, fulfilled selves.

Our card-first technology gives employees a physical and virtual VISA card with all their benefits from their employer coded on the card including:

- Pre-Tax Benefits: Public Transit, Parking, Health FSA, Dependent Care FSA, HSA
- Perks Programs: Wellness (Physical and Mental), Food, Family and Childcare benefits, Work from Home, Professional Development, LSA, and custom programs for your company!

Today we’re the vendor of choice for 100+ clients representing 100,000+ employees in more than 30 countries.

Why Work With Us

We're a group of smart low ego hard-working professionals. We believe that we hire the best and give a high degree of ownership to be creative and execute. Being a part of a 37-person company you get the chance to directly shape how we build our culture, product, and trajectory of the company in a green field space. We practice what we preach!

Gallery

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