Client Success Manager

$85,000 - $123,250/Yr

Financial Finesse - El Segundo, CA

Full-time - Mid Level

Remote - El Segundo, CA

Educational Services

About the position

Financial Finesse is seeking a dedicated Client Success Manager to spearhead the development and implementation of tailored financial wellness programs for both new and existing clients. This role is pivotal in enhancing awareness of our financial wellness offerings within client organizations, collaborating closely with Human Resources partners to engage employees effectively. The ideal candidate will not only execute and adapt strategies but also proactively identify opportunities for program expansion, embodying a mission-driven approach to client success. The Client Success Manager will work remotely, with occasional meetings at our headquarters in El Segundo, CA, and will need to align with Pacific Time for internal meetings. As a B2B2C organization, Financial Finesse integrates customized programs with employer-sponsored benefits to boost employee engagement, reduce expenses, and enhance productivity. Our elite team of CERTIFIED FINANCIAL PLANNERS (CFPs) provides employees with unbiased financial guidance across various topics, from budgeting to retirement planning, through our innovative Financial Wellness Hub platform. This unique service has demonstrated significant, positive behavioral changes in individuals' financial lives, making the role of Client Success Manager crucial in driving these outcomes. The successful candidate will be a natural relationship builder, adept at understanding client needs and identifying areas for program improvement. They will stay informed about industry trends and competitive landscapes, ensuring that they can provide insightful recommendations. The Client Success Manager will act as a liaison between clients and internal teams, advocating for client needs and ensuring optimal value from our financial wellness benefits. Responsibilities include promoting client program success, analyzing usage data, designing engaging educational content, and ensuring operational excellence in service delivery.

Responsibilities

• Act as a liaison between clients and internal teams, advocating for client needs.
• Promote the success of clients' financial wellness programs by driving employee utilization and analyzing results.
• Design and implement engaging group education calendars in collaboration with clients and the Marketing team.
• Service the program's ongoing operational needs to ensure excellence in service delivery and client satisfaction.

Requirements

• 5-7 years of experience managing relationships across large organizations, with a track record of retaining and growing client accounts.
• Strong understanding of financial wellness concepts, with experience in writing content preferred.
• Demonstrated ability to plan, manage, and ensure delivery of all phases of a project lifecycle.
• Ability to recognize opportunities to expand client relationships and navigate internal teams to deliver results.
• Experience in lifecycle marketing strategies to engage end users effectively.

Nice-to-haves

• Experience working with Human Resource professionals.
• Familiarity with the employee benefits industry.

Benefits

• Competitive benefits package including employer paid medical, dental, vision, and life insurance.
• HSA and FSA options.
• 401(k) match with immediate vesting.
• Employee discount programs.
• Paid parental leave.
• Flexible work environment.
• Generous PTO and paid sick days.
• Education stipend.
• Best-in-class financial wellness coaching resources for employees, friends, and family.
• Remote work opportunities.
• Cash-based profit sharing and equity plans.