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 MissionHelping companies reimagine how companies take care of their people.
Our InvestorsWe are backed by leading investors, including Centana Growth Partners, Portage Ventures, Threshold Ventures, Gradient Ventures, Workday Ventures, and Clocktower Technology Ventures. To date, the company has raised approximately $75 million in equity capital.
ArticlesFounder Story - Jaclyn Chen
Benepass Raises $40M Series B
Benepass | Candidate Resource Page
Benepass Listed on Inc. Magazine's Best Workplaces of 2023
As the Senior Manager, Client Success, you will lead our SMB and Mid-Market Customer Success organization, reporting directly to the Head of Customer Operations. You'll be responsible for leading a team of six Customer Success Managers overseeing approximately $5M in Annual Contract Value.
Your primary responsibility is maintaining and building a high-performing Customer Success team that delivers exceptional customer outcomes while driving retention, growth, and operational excellence. You'll coach and develop CSMs, establish scalable operating rhythms, and partner cross-functionally to continuously improve the customer experience.
This role requires equal parts people leadership, customer strategy, and operational execution. You'll serve as the primary escalation point for your segment while partnering closely with Sales, Implementation, Technical Account Management, Customer Experience, Product, Engineering, and Business Operations to ensure our customers realize maximum value from Benepass.
As Benepass continues to scale, this leader will play a critical role in evolving how Customer Success operates. We're looking for someone who is AI fluent and excited to rethink traditional Customer Success workflows by leveraging AI, automation, and scalable processes to deliver exceptional customer experiences while improving team efficiency and maintaining strong unit economics.
WHAT YOU'LL DOLead, coach, and develop a team of Customer Success Managers through regular 1:1s, performance management, and career development.
Own team performance across customer retention, renewals, customer health, product adoption, and expansion pipeline generation.
Partner with CSMs on strategic customer relationships, executive conversations, and complex customer escalations.
Establish scalable operating rhythms for account reviews, renewal forecasting, health monitoring, and portfolio management.
Champion the adoption of AI and automation across the Customer Success organization by identifying opportunities to eliminate manual work, improve customer experiences, and enable the team to scale without sacrificing service quality.
Analyze customer and team performance data to identify trends, coaching opportunities, and process improvements.
Partner with Sales to ensure successful customer transitions and identify expansion opportunities.
Collaborate with Implementation, Technical Account Management, Customer Experience, Product, and Engineering to deliver an exceptional end-to-end customer experience.
Build and improve playbooks, customer journeys, and operational processes that enable the team to scale efficiently.
Serve as the voice of the SMB and Mid-Market customer internally by advocating for customer needs and communicating product feedback.
Help recruit, onboard, and develop future Customer Success talent as the organization continues to grow.
You love developing people and helping teams perform at their highest level.
You balance empathy with accountability and enjoy coaching through both successes and challenges.
You're highly organized and operationally minded, with a passion for building scalable processes.
You're comfortable making data-driven decisions while maintaining a strong customer-first mindset.
You enjoy experimenting with AI tools, automation, and new ways of working, and you know how to translate those innovations into practical improvements for both customers and internal teams.
You thrive in fast-paced startup environments where priorities evolve quickly.
You're an exceptional communicator who can build trust with customers, teammates, and executive stakeholders alike.
7+ years of experience in Customer Success, Account Management, or other customer-facing SaaS roles.
3+ years of experience managing Customer Success or Account Management teams.
Proven track record of driving customer retention, renewals, and team performance.
Experience coaching and developing high-performing customer-facing professionals.
Strong analytical skills with experience using customer health metrics and performance data to drive decisions.
Demonstrated ability to partner cross-functionally across Sales, Product, Engineering, Support, and Operations.
Demonstrated experience leveraging AI, automation, or workflow tooling to improve team productivity, customer experience, or operational efficiency.
Experience managing executive-level customer relationships and customer escalations.
Experience working in SaaS, HR Tech, fintech, healthcare, or employee benefits is preferred.
Experience leading SMB and Mid-Market Customer Success organizations.
Previous startup or high-growth company experience.
Experience building Customer Success operating models, health scoring, or scaled customer programs.
Direct experience in the employee benefits space.
$150,000 to $170,000 base salary + equity
95% coverage of medical, dental, and vision
Fantastic benefits (of course 😃), including:
$250 WFH setup (one time)
$500/year Learning & Development Benefit
$150/month cell phone + internet
$100/month Wellness
$100/month Co-working and Commuter Benefit
We offer several team onsites a year
Flexible PTO
At Benepass, we are working towards reimagining 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.
Skills Required
- 7+ years of experience in Customer Success, Account Management, or other customer-facing SaaS roles.
- 3+ years of experience managing Customer Success or Account Management teams.
- Proven track record of driving customer retention, renewals, and team performance.
- Experience coaching and developing high-performing customer-facing professionals.
- Strong analytical skills with experience using customer health metrics and performance data to drive decisions.
- Demonstrated ability to partner cross-functionally across Sales, Product, Engineering, Support, and Operations.
- Demonstrated experience leveraging AI, automation, or workflow tooling to improve team productivity, customer experience, or operational efficiency.
- Experience managing executive-level customer relationships and customer escalations.
- Experience working in SaaS, HR Tech, fintech, healthcare, or employee benefits.
- Experience leading SMB and Mid-Market Customer Success organizations.
- Previous startup or high-growth company experience.
- Experience building Customer Success operating models, health scoring, or scaled customer programs.
- Direct experience in the employee benefits space.
Benepass Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Benepass and has not been reviewed or approved by Benepass.
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Fair & Transparent Compensation — Pay is considered competitive for engineering and senior IC roles, and the company highlights pay transparency practices. Overall compensation satisfaction is characterized as strong, though experiences can vary by function and level.
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Flexible Benefits — Benefits are portrayed as highly configurable, consolidating LSAs and pre‑tax accounts into a single card/app with employer‑defined categories. A single wallet and global-friendly design aim to simplify spending and increase on‑card success.
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Healthcare Strength — Health coverage is described as comprehensive, including medical contributions, full dental and vision, and access to services such as OneMedical, Teladoc, and Talkspace. These elements can materially enhance perceived total compensation.
Benepass Insights
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!
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