[Remote] Customer Success Manager - SMB at Benepass

Miramar, Florida, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, HR Tech, BenefitsIndustries

Requirements

3-5 years of experience in customer success or account management in SaaS, start-up, healthcare, or Benefits space
Direct experience working in the Benefits space
Proven track record of managing and growing SMB and emerging tech accounts
Demonstrated ability to analyze data and business insights to influence stakeholder decision-making
Ability to interact with customer teams at various levels of technical and non-technical depth, and across multiple levels from end users through C-level stakeholders
Experience working with cross-functional teams and communicating common customer behaviors to the sales, marketing, and product teams

Responsibilities

Manage a portfolio of SMB and emerging tech clients through all stages of the customer lifecycle, from onboarding to ongoing success planning
Drive admin platform education and adoption by providing regular check-ins, product training, and best practice guidance
Identify growth opportunities within your accounts and collaborate with sales on upsell and expansion strategies
Monitor customer health metrics and proactively address at-risk accounts
Gather and communicate customer feedback to product and engineering teams to help shape our roadmap
Develop scalable processes and resources tailored to the unique needs of SMB clients

Skills

Key technologies and capabilities for this role

Customer SuccessClient Relationship ManagementAccount ManagementCustomer RetentionSaaSFintechCross-functional CollaborationSMB Sales

Questions & Answers

Common questions about this position

What does the Customer Success team look like?

The Customer Success team currently consists of 4 Customer Success Managers and is expanding across all departments.

Is this a remote position?

This information is not specified in the job description.

What are the main responsibilities of this role?

You will manage a portfolio of SMB and emerging tech clients through the customer lifecycle, drive platform adoption with training and check-ins, identify growth opportunities, monitor health metrics, gather feedback, and develop scalable processes.

What is the company culture like?

Benepass offers a fast-paced environment where you can shape customer success processes, work with an innovative team, and collaborate across product, sales, engineering, support, and alliances.

What experience makes a strong candidate for this role?

Candidates with experience working with SMB and emerging tech clients who thrive in a fast-paced environment will be a great fit.

Benepass

Platform for managing employee benefits efficiently

About Benepass

Benepass helps companies manage and distribute employee benefits efficiently and in a personalized manner. It operates in the employee benefits market, offering services such as health and wellness programs and professional development funds. The main product is a versatile benefits platform that includes virtual and physical cards, as well as mobile wallets, allowing employees to access and manage their benefits easily. Employers can customize the platform to set rules for contributions and eligibility. Benepass generates revenue through a B2B model, charging companies for access to its services, and partners with financial institutions for secure transactions. A key differentiator is its user-friendly mobile app and responsive customer service, which enhance the employee experience. The goal of Benepass is to improve how companies take care of their employees, boosting morale and productivity.

New York City, New YorkHeadquarters

2019Year Founded

$33.3MTotal Funding

EARLY_VCCompany Stage

Consumer Software, Enterprise Software, FintechIndustries

51-200Employees

Benefits

Healthcare: We pay $430 per month toward your health insurance and fully cover dental and vision. You also get membership to OneMedical, Teladoc and Talkspace

Flexible, autonomous work: We’re remote first so live where you’re most happy. We come together in-person as a team 3-4 times per year.

Benepass perks: $500 to set up your home office, $100 per month for wellness, however you define it, $150 per month for home internet and cell phone, $150 per month for co-working

Risks

Benebot's AI tool may face data privacy and compliance challenges.

$20 million funding round increases pressure to scale and meet investor expectations.

Competitive landscape intensification could impact Benepass's market share.

Differentiation

Benepass offers a versatile platform with virtual and physical cards and mobile wallets.

The company integrates AI with 'Benebot' for enhanced benefits education and administration.

Benepass provides a user-friendly mobile app and responsive customer service for employees.

Upsides

Increased demand for personalized benefits solutions positions Benepass for growth.

AI integration in benefits platforms is a significant trend Benepass is capitalizing on.

Remote work models boost demand for flexible benefits, aligning with Benepass's offerings.

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