Client Success Lead

You’ll work cross-functionally with Sales, Marketing, Product, Engineering and Operations to ensure brokers are confident, empowered, and successful using Pasito.

What You’ll Do

Broker Relationship Management

• Serve as the primary point of contact for broker questions, training needs, and engagement opportunities
• Build strong broker relationships through proactive communication and thoughtful problem solving
• Guide broker teams through onboarding after new business is signed, keeping all stakeholders aligned on next steps and timelines
• Coordinate between broker teams and internal Product, Design and Engineering teams to deliver Guides, Tables, Pages, and Microsites that meet branding and content requirements
• Conduct live training sessions to walk brokers through Pasito’s platform, use cases, and workflows
• Provide 1:1 consultations to ensure brokers can confidently onboard and support their employer clients independently
• Support Pasito’s growth into the Vendor-Broker-Client RFP process by building out standard workflows and outlining current industry pain points

Product & Feedback Loop

• Act as the voice of the broker, sharing feedback and insights with Product and Engineering
• Identify opportunities to improve Pasito’s platform, training materials, and support resources
• Participate in product testing and QA to help ensure new features meet real-world broker needs

Tracking & Reporting

• Track broker engagements, training sessions, 1:1 bookings, and qualitative feedback
• Report metrics and insights to the Consultant Engagement leadership team
• Use broker feedback and data to continuously refine onboarding, training, and engagement strategies

Represent Pasito externally

• Participate in industry events, conferences, and webinars to build relationships and market presence.

Who You Are

• Client-facing, personable, and comfortable leading conversations with external stakeholders
• Confident presenting, training, and teaching across different learning styles
• Highly organized and comfortable managing multiple brokers and workflows at once
• Collaborative and proactive; you enjoy working across teams to solve problems
• Comfortable receiving feedback and turning it into action
• Energized by helping others replatform with AI

Experience We’re Excited About

• Experience supporting brokers, consultants, or carriers
• Experience as an Account Manager at a brokerage having seen RFP and day-to-day client support processes up close 
• Familiarity with employee benefits, insurance, or broker-led ecosystems
  Comfort working with task-management and collaboration tools
• Knowledge of the RFP process experienced annually by Vendors-Brokers and Employers
• Strong written and verbal communication skills

What’s In It For You

• Direct client impact: Be a trusted partner to brokers using Pasito every day
• Cross-functional exposure: Work closely with Sales, Marketing, Product, Design, and Engineering
• Growth: Join at a pivotal stage and develop deep expertise in AI-powered benefits technology
• Competitive compensation: Salary, meaningful equity, and full benefits: medical, dental, vision, 401(k) with match, life insurance, and flexible PTO
• Remote-first: Work from anywhere in the U.S. with a highly collaborative team

Statement of Equal Opportunity

Pasito is proud to be an equal opportunity employer. We believe great teams are built through diversity of background, perspective, and experience, and we’re committed to creating an inclusive environment where everyone can do their best work.