Customer Success Manager
Customer Success Manager
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
About Lively
Lively set out to raise the bar on benefit solutions because we believe no one should have to sacrifice personal wellness for financial wellness. While traditional benefits focus more on transactions and less on the humans using them Lively harnesses user-centric design and innovative technology to deliver an effortless experience for employers and account holders alike. Our modern HSA is consistently top-rated and we have since expanded our offerings to provide a full suite of other benefits and services for companies consumers and financial institutions.
Lively is a remote-first company headquartered in San Francisco with employees across the US. Come join us and help make getting the value out of your benefits as simple as it should be.
About the Role
We are looking for an experienced tech-forward Customer Success Manager to join our quickly growing team! At Lively a key differentiator is our customer experience and the amount of care we give to our employer groups. The CSM team provides an outstanding onboarding and ongoing management experience to our employer customers throughout their lifecycle. As a CSM you will own a portfolio of Lively employer customers to nurture support and develop. It is the job of the CSM to increase customer loyalty and value by providing great consultative white-glove service.
Candidates located in the Central Time Zone are strongly preferred to align with team and client needs.
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 to those who we already have existing relationships.
- Onboard and implement new employer customers to Lively from sign up to funding of accounts.
- Build and maintain relationships with customers third-party vendors benefits consultants and brokers.
- Facilitate a series of meetings with customers and brokers.
- Educate customers on Lively configuration options for benefit enrollment payroll and reporting.
- Provide ER Admins with ongoing enrollment and contribution processing support.
- Work cross-functionally to support resolution of customer needs and proactively identify trends across customers to inform Lively product and operations teams.
- Create bug reports in Jira for reproducible product issues.
- Facilitate bulk asset transfers from third-party HSA providers to Lively.
Skills & Experience
- 3 years of experience in a customer success implementation account management or similar role in a B2B Tech environment.
- Experience delivering an exceptional level of customer support to B2B customers and tech forward thinking.
- Tech-savvy mindset with the ability to adopt and advocate for new technologies and systems.
- Willingness and flexibility to support high customer volume during our busy Open Enrollment season roughly October through the end of February each year.
- Experience with upselling and cross selling products to existing customers as well as hitting revenue-generating goals.
- Strong project management organizational and interpersonal skills with exceptional attention to detail.
- Excellent verbal and written communication skills.
- Comfortable working with a high level of adaptability and flexibility in a fast-paced sometimes unstructured environment.
- Proficient in Microsoft Office and Salesforce.
- Demonstrated experience using AI tools and automation platforms to improve customer experience streamline workflows and drive efficiency.
- A good sense of humor and a down-to-earth personality. We work hard have fun and treat people with respect.
- Bachelors degree from an accredited college or university preferred but not required.
We encourage you to apply even if you do not meet all of the qualifications but feel you would be a good fit for the position.
Benefits & Perks
We offer competitive salaries stock options medical dental vision life and disability coverage. An HSA with employer contribution FSA paid parental leave medical travel benefits a 401k plan flexible vacation policy lifestyle spending accounts and more!
At Lively we believe having diverse teams in which everyone can be their authentic self is key to our success. We encourage people from underrepresented backgrounds to apply. Pursuant to the San Francisco Fair Chance Ordinance we will consider for employment qualified applicants with arrest and conviction records. Come join us in our mission to help people optimize their healthcare spending maximize their savings and better their livelihood!
Lively Inc. participates in the E-Verify program. Learn more about E-Verify here:
Manager
Employment Type
Full Time
Similar Jobs
Dr. Job is an online platform that connects employers with skilled job seekers, facilitating the search for job opportunities and top talent. Established in 2015. Dr. Job Pro has emerged as the world premier job portal, attracting thousands of job seekers every day from all over the world.
Follow Dr.Job
Dr Job FZ LLC. 2025 © All Rights Reserved