Client Success Manager

We’re looking for the following:

• A strong executor, with 2+ years of experience who enjoys getting into the weeds, can work independently, build from scratch and get things done
• 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

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.