About the Role:
Hi, we’re Healthee.
We’re on a mission to make healthcare easy for everyone. Our AI-powered platform helps employees understand, navigate, and optimize their healthcare benefits — transforming how people access and manage care.
We're looking for a Senior Customer Success Manager to own and grow a book of small and mid-market employer accounts. You'll be the primary relationship owner — responsible for retention, adoption, and expansion — while serving as the internal voice of your clients across product, operations, and leadership.
This role reports directly to the VP of Client Services.
Responsibilities:
- Own a portfolio of 50–60 direct-to-employer accounts, serving as the primary point of contact for day-to-day needs, escalations, and strategic conversations
- Monitor and proactively manage account health, identifying risks early and driving resolution before they become problems
- Partner with the Implementation team during onboarding to support communication strategy, training, and early engagement — while establishing long-term success criteria and operating cadence from day one
- Collaborate with marketing on ongoing engagement strategies that drive platform awareness and adoption throughout the client lifecycle
- Run regular business reviews with HR and benefits stakeholders, covering outcomes, challenges, and roadmap alignment
- Identify and develop expansion opportunities within your book
- Build and maintain success plans that evolve with your clients' needs and business objectives
- Represent the client internally — surface feedback that shapes product priorities and service delivery
Requirements
- 3–5+ years of experience in customer success or account management managing a substantial book of business, including experience owning a direct-to-employer portfolio.
- Experience with employer-sponsored benefits, healthcare navigation, or benefits administration.
- Experience owning external relationships with HR leadership, senior executives, or benefits teams, and working cross-functionally with internal teams to support client outcomes.
- Proficiency with Excel and PowerPoint or Slides.
- Eligible to work in the United States.
- Willingness to travel occasionally, less than 10%.
- Experience managing a mixed book of business is a plus.
- Experience with HubSpot is a plus.
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Short-Term & Long-Term Disability
- Training & Development
- Hybrid Work
- Wellness Resources
- Stock Option Plan
Healthee is proud to be an equal opportunity employer. We hire talented individuals regardless of gender, race, ethnicity, ancestry, age, disability, sexual orientation, gender identity or expression, military or veteran status, cultural background, religious beliefs, or any other characteristic protected by federal, state, or local laws.
Salary:
$100,000 - $120,000 OTE, subject to standard withholding and applicable taxes. In addition to base salary, the role includes the opportunity to receive equity based on the Company’s plans and in accordance with the Company’s policies. Compensation finally awarded to the candidate will be commensurate with the candidate’s skills and experience.
Skills Required
- 3-5+ years of experience in customer success or account management managing a substantial book of business
- Experience with employer-sponsored benefits, healthcare navigation, or benefits administration
- Experience owning external relationships with HR leadership, senior executives, or benefits teams and working cross-functionally
- Proficiency with Excel and PowerPoint or Slides
- Eligible to work in the United States
- Willingness to travel occasionally, less than 10%
- Experience managing a mixed book of business
- Experience with HubSpot
What the Team is Saying
Healthee Compensation & Benefits Highlights
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Healthcare Strength — The package includes medical, dental, vision, and mental-health coverage with transgender-inclusive care, alongside wellness programs.
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Parental & Family Support — Paid parental leave, fertility benefits, adoption assistance, family medical leave, and a return-to-work program are described as part of the offering.
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Leave & Time Off Breadth — Generous PTO, separate sick time that can be used for mental health days, and paid holidays are highlighted.
Healthee Insights
What We Do
We’re tackling one of the most impactful ways to improve health in the US: fixing employee health benefits. Health insurance keeps 157 million US employees healthy, yet it’s too complex, confusing, and costly. We envision a world where access to health benefits is no longer a barrier to health, it's an enabler — the way it’s meant to be.
Why Work With Us
We are a blend of global talent driven by our shared mission to make a real impact. We thrive on transparency, inclusivity, and innovation. Join us in shaping the future of Healthcare.
Gallery
Healthee Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Our hybrid policy allows employees to work in person from our New York Office twice a week on Mondays and Thursdays
