Customer Success Manager
New
L
LivelyFintech Benefits
Lively is a remote-first company, headquartered in San Francisco with employees across the US., Central Time Zone preferredFull-TimeMiddle
Salary$70,000 — $90,000 USD
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Job Details
- Experience
- 4+ years of experience
- Required Skills
- Project ManagementSalesforceJiraMicrosoft OfficeCustomer SuccessAccount Management
Requirements
- 4+ years of experience in a customer success, implementation, account management, or similar role.
- Experience delivering an exceptional level of customer support to B2B customers.
- Ability to support high customer volume during the Open Enrollment season (October through February).
- Experience with upselling and cross selling products to existing customers.
- Strong project management, organizational, and interpersonal skills.
- Excellent verbal and written communication skills.
- Exceptional attention to detail.
- Proficient in Microsoft Office and Salesforce.
- Demonstrated experience using AI tools and automation platforms to improve customer experience and streamline workflows.
- Tech-savvy and AI-curious experimental mindset.
Responsibilities
- Serve as the primary point of contact for a portfolio of customers for all account needs.
- Advocate for and assist customers in leveraging modern tools, including AI-powered solutions, to optimize their benefit administration processes and reporting needs.
- Increase value and drive revenue from existing Lively employers by cross selling other Lively products.
- Onboard and implement new employer customers from sign up to funding of accounts.
- Build and maintain relationships with customers' third-party vendors, benefits consultants, and brokers.
- Facilitate recurring meetings with customers and brokers.
- Educate customers on Lively configuration options for benefit enrollment, payroll, and reporting.
- Provide client administrators with ongoing enrollment and contribution processing support.
- Create bug reports in Jira for reproducible product issues.
- Facilitate bulk asset transfers from third-party HSA providers to Lively.
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