We are looking for a Customer Success Manager to manage and grow relationships with enterprise clients across digital health, insurance, employee wellbeing, and partner-led ecosystems.
The role will be responsible for ensuring successful client onboarding, smooth delivery coordination, high product adoption, strong engagement outcomes, and long-term account value. The Customer Success Manager will work closely with clients, internal product, technology, data, operations, and commercial teams to translate business objectives into measurable user engagement and health impact.
This is a client-facing role suited for someone who can combine relationship management, project coordination, product understanding, data-driven thinking, and strong execution discipline.
Key Responsibilities:
1. Own day-to-day relationships with assigned enterprise clients and act as the primary point of contact after contract signing.
2. Drive client onboarding, implementation coordination, launch planning, and post-launch success.
3. Understand each clientโs business goals and translate them into clear success plans, adoption targets, engagement strategies, and measurable outcomes.
4. Coordinate with product, technology, data science, operations, and support teams to ensure timely delivery of client requirements, issue resolution, and ongoing improvements.
5. Monitor user activation, engagement, feature usage, campaign performance, and account health metrics.
6. Prepare regular client reports, business reviews, performance insights, and recommendations to improve adoption and impact.
7. Support clients in planning campaigns, nudges, challenges, communication journeys, and other engagement initiatives.
8. Identify risks early, manage escalations, and ensure clear internal and external communication.
9. Capture client feedback and work with internal teams to prioritize enhancements, product improvements, and future roadmap inputs.
10. Support renewals, expansions, upsell opportunities, and long-term account growth in collaboration with the commercial team.
11. Maintain strong documentation of client requirements, action items, timelines, dependencies, risks, and account status.
Required Skills and Experience:
1. 3 to 6 years+ of experience in customer success, account management, client servicing, implementation, or project coordination, preferably in SaaS, digital health, insurance, health tech, employee benefits, or enterprise technology.
2. Strong client relationship management skills with the ability to work with senior stakeholders and operational teams.
3. Excellent communication skills, both written and verbal.
4. Strong project management and coordination ability across multiple internal and external stakeholders.
5. Comfort working with product, technology, data, and business teams.
6. Ability to understand digital products, user journeys, dashboards, analytics, and engagement metrics.
7. Analytical mindset with the ability to interpret data, identify trends, and convert insights into client recommendations.
8. Strong problem-solving skills and the ability to manage ambiguity, shifting priorities, and client escalations.
9. High ownership mindset, attention to detail, and ability to follow through consistently.
10. Experience with B2B SaaS platforms, health and wellness apps, insurance clients, employee wellbeing programs, or partner-led digital ecosystems would be an advantage.