Client Success Manager

$70,000 - $70,000/Yr

Your Money Line Powered By Pete The Planner® - Indianapolis, IN

Full-time - Mid Level

Indianapolis, IN

About the position

The Client Success Manager at Your Money Line is a pivotal role focused on enhancing financial wellness outcomes for clients throughout their relationship with the company. This position is responsible for ensuring customer satisfaction, retention, and upselling services, while collaborating cross-functionally to deliver an exceptional client experience. The ideal candidate will possess strong communication and project management skills, and will act as the main point of contact for assigned clients, fostering engagement and value from the Your Money Line platform.

Responsibilities

• Build strong relationships with your book of assigned clients as their main point of contact
• Foster adoption of the Your Money Line platform and programming through ongoing engagement planning and strategy
• Work with clients to ensure they find value in the company's services as measured through NPS and Health Scores
• Conduct employee-facing presentations for clients, both virtually and in person
• Collaborate closely with the Sales, Business Operations, Marketing, and Financial Guide team to ensure an exceptional client experience
• Serve as an internal advocate for the client's voice and needs
• Negotiate all client renewals for your assigned book of business
• Drive upgrade revenue through increased contract length or expansion of programs

Requirements

• 2-3 years of experience in account management, client success, technical support, or a combination (preferably in a B2B SaaS environment)
• Experience owning, forecasting, and exceeding renewal and/or new business quotas
• Technical aptitude and ability to learn software programs and train others
• Confidence and ability to communicate with client representatives from all levels of the organization
• Passion for serving clients and helping them achieve their organizational objectives through the use of the Your Money Line website and helpline
• Self-confidence and high energy; motivation and ability to excel in a growth environment
• Superior organizational and project management skills; close attention to detail
• Experience with Salesforce and ActiveCampaign a plus
• Experience in personal finance, employee benefits, or fintech a plus

Nice-to-haves

• Experience with Salesforce and ActiveCampaign
• Experience in personal finance, employee benefits, or fintech

Benefits

• Paid parental leave
• Health savings account
• Paid holidays
• Health insurance
• Dental insurance
• Flexible spending account
• Paid time off
• Vision insurance
• 401(k) matching
• Volunteer time off
• Life insurance