Client Success Manager
Core
Manage client relationships and drive employee engagement with the FinPath financial wellness platform for employers.
Role type
Client Success Manager
Builds
Client retention, program adoption, and seamless service delivery for employer clients
Domain
Financial wellness / Employee benefits / SaaS
Deliverable
client delivery
Required skills
relationship management, client onboarding, CRM management, report generation, contract negotiation, cross-functional collaboration, project management, executive communication, technical issue understanding, travel
Preferred skills
experience in financial wellness, retirement, employee benefits, or SaaS environments
Technologies
CRM systems
Responsibilities
Develop and nurture client relationships to enhance satisfaction and retention; lead client onboarding and program launches; generate and analyze client reports; serve as liaison between clients and internal teams; manage account escalations and service agreements; represent FinPath at events and conferences; coordinate employee engagement activities like webinars and campaigns; collaborate cross-functionally to align client goals with company objectives.
Seniority
Mid-level, hands-on IC
