Senior Customer Success Manager

About the Role:

Hi we’re Healthee.
We’re on a mission to make healthcare easy for everyone. Our AI-powered platform helps employees understand navigate and optimize their healthcare benefits — transforming how people access and manage care.

We're looking for a Senior Customer Success Manager to own and grow a book of small and mid-market employer accounts. You'll be the primary relationship owner — responsible for retention adoption and expansion — while serving as the internal voice of your clients across product operations and leadership.

This role reports directly to the VP of Client Services.

Responsibilities:

• Own a portfolio of 50–60 direct-to-employer accounts serving as the primary point of contact for day-to-day needs escalations and strategic conversations
• Monitor and proactively manage account health identifying risks early and driving resolution before they become problems
• Partner with the Implementation team during onboarding to support communication strategy training and early engagement — while establishing long-term success criteria and operating cadence from day one
• Collaborate with marketing on ongoing engagement strategies that drive platform awareness and adoption throughout the client lifecycle
• Run regular business reviews with HR and benefits stakeholders covering outcomes challenges and roadmap alignment
• Identify and develop expansion opportunities within your book
• Build and maintain success plans that evolve with your clients' needs and business objectives
• Represent the client internally — surface feedback that shapes product priorities and service delivery

• 3–5+ years of experience in customer success or account management managing a substantial book of business including experience owning a direct-to-employer portfolio.
• Experience with employer-sponsored benefits healthcare navigation or benefits administration.
• Experience owning external relationships with HR leadership senior executives or benefits teams and working cross-functionally with internal teams to support client outcomes.
• Proficiency with Excel and PowerPoint or Slides.
• Eligible to work in the United States.
• Willingness to travel occasionally less than 10%.
• Experience managing a mixed book of business is a plus.
• Experience with HubSpot is a plus.

• Health Care Plan (Medical Dental & Vision)
• Retirement Plan (401k IRA)
• Life Insurance (Basic Voluntary & AD&D)
• Paid Time Off (Vacation Sick & Public Holidays)
• Family Leave (Maternity Paternity)
• Short-Term & Long-Term Disability
• Training & Development
• Hybrid Work
• Wellness Resources
• Stock Option Plan

Healthee is proud to be an equal opportunity employer. We hire talented individuals regardless of gender race ethnicity ancestry age disability sexual orientation gender identity or expression military or veteran status cultural background religious beliefs or any other characteristic protected by federal state or local laws.

Salary:

$100000 - $120000 OTE subject to standard withholding and applicable taxes. In addition to base salary the role includes the opportunity to receive equity based on the Company’s plans and in accordance with the Company’s policies. Compensation finally awarded to the candidate will be commensurate with the candidate’s skills and experience.

What We Do

We’re tackling one of the most impactful ways to improve health in the US: fixing employee health benefits. Health insurance keeps 157 million US employees healthy yet it’s too complex confusing and costly. We envision a world where access to health benefits is no longer a barrier to health it's an enabler — the way it’s meant to be.

Why Work With Us

We are a blend of global talent driven by our shared mission to make a real impact. We thrive on transparency inclusivity and innovation. Join us in shaping the future of Healthcare.

Gallery