Customer Success Manager (Employee Benefits)

New
O
Outmarket AICommercial Insurance
Remote USFull-TimeMiddle
Salary not disclosed
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Job Details

Required Skills
Account ManagementCustomer Success

Requirements

  • Deep domain expertise in the Employee Benefits ecosystem.
  • Experience managing the post-sale customer journey for software or service platforms.
  • Demonstrated ability to build and maintain relationships with brokers, agency leaders, and account teams.
  • Experience driving product adoption, retention, and expansion.
  • Ability to work effectively in a fast-moving, high-growth environment.
  • Ability to contribute to building playbooks and scaling customer success processes.

Responsibilities

  • Own onboarding and activation for Employee Benefits agencies and brokers to ensure fast time to value and strong adoption.
  • Build and maintain trusted relationships with EB group leaders, benefits brokers, and account managers.
  • Serve as the primary post-sale point of contact for implementation, training, ongoing engagement, retention, and account health.
  • Identify opportunities for expansion within existing accounts as customers grow their Employee Benefits business.
  • Translate customer feedback into actionable product insights to inform roadmap prioritization.
  • Build and improve scalable onboarding materials, training content, and Customer Success processes.
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