Client Success Manager

benefits , or HR tech spaces. A generalist who is smart, flexible, and a fast learner Comfortable working in a fast-paced environment that will require you to manage competing priorities and deadlines, pivot quickly, and build new processes as the company scales An analytical and structured thinker with strong written and verbal communication skills A clear communicator who is not afraid to speak their mind with strong interpersonal skills Open to 30% travel to client sites

Nice to have: Previous tenure at an early-stage/startup company What you’ll work on: Onboarding and Account Management / Customer Success: Managing key customer relationships, you’ll be the key point of contact for many of our employer partners and users. Customer Support: You’ll lead our customer support function. This means you’ll be at the heart of it all - hearing valuable feedback from customers and end users. Build operational tests and processes for the first time. We are still early - this means you will be iterating on existing processes and building new ones What you’ll get: Opportunity to partner directly with the Founding Team of an early stage company High Impact - Ability to drive real impact and have ownership over your work Flexibility - We are a fully remote and distributed company. This means you can work from wherever you want! However, ability to work EST or CST hours preferred. Endless growth - We care about your professional and personal growth. Stretch into areas that interest you and grow with the company as we scale Mission Driven - You’ll see the product of your work – directly improving the financial health of thousands of people in the US through access to high quality financial expertise We also offer great

benefits &

perks including: Competitive salary : We know it’s a competitive market out there, and we offer competitive salaries to our employees 401(k) & Employer Match : As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals. Work from anywhere : We're remote first with a home base in NY. WFH or cowork with nearby teammates - it’s up to you. Health insurance & wellness

benefits : Flexible healthcare options, including dental and vision, as well as healthcare FSA account. Equity

compensation : As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies. Generous parental leave : You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave. Unlimited vacation : We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays. Company offsites : Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun! Unlimited access to financial professionals : Need advice on your personal finances or taxes? Our Financial Pros are available to you, always. \n $80,000 - $120,000 a year Salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target salaries for the position across all US locations. Individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. The salary range reflects the base salary only. \n

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