Enterprise Client Success Manager - Insurance

We're looking for the following:

• A strong executor who enjoys getting into the weeds, can work independently, build from scratch and get things done.
• You take the time to understand each client’s unique goals and long-term objectives, and adapt your approach to help them succeed — leading to stronger relationships and measurable outcomes.
• You’re a hands-on partner in the day-to-day — solving problems, fielding feedback, and ensuring our product fits seamlessly into client workflows.
• You love to understand the technical pieces of the product and can figure out how to 
• A clear communicator with strong interpersonal instincts — unafraid to speak your mind and build trust across both internal and external stakeholders.
• You have a track record of using data and strategic thinking to drive results in client-facing roles like account management, customer success, consulting, or business operations.
• You have 5+ years of experience in client-facing roles such as account management, customer success, consulting, or business operations — with a strong track record of using data and strategic thinking to drive results.
• Experience in fintech, financial services, wealth management and/or insurance is preferred 

What you'll work on:

• Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless, high-quality experience at every stage. You'll play a key role in setting up accounts for success, guiding adoption, and helping our enterprise partners deliver value to their end clients.
• Act as a trusted day-to-day contact, helping clients navigate questions, share feedback, and get the most out of the product.
• Use data and insights to spot trends, identify opportunities, and support account growth strategies.
• Join client conversations to reinforce value, align on priorities, and help drive progress across key initiatives.
• Contribute to the evolution of our internal tools and processes, helping lay the groundwork for scalable enterprise account management.

What you'll get:

• Strategic Exposure to Key Enterprise Accounts - Gain front-line experience with our most critical enterprise clients. In this role, you’ll work closely with senior stakeholders, supporting relationship growth, identifying expansion opportunities, and contributing to long-term client success. 
• Product & Technical Experience - This is not just a customer support or client account management role. You will stretch into product and collaborate closely on product scoping (including owning the business requirements for our newest products), implementation, QA and more. 
• Cross-functional collaboration - Partner with product, operations, CRM etc to influence roadmap decisions, surface client insights, and deliver a cohesive customer experience.
• Flexibility - We believe in flexibility as long as you can deliver on strong outcomes for our clients.
• 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 millions 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. 
• 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.