Customer Success Manager

Join Lively, a rapidly growing company focused on providing exceptional customer experiences. As a Customer Success Manager, you will be the primary point of contact for a portfolio of employer customers, advocating for their needs and helping them leverage modern tools to optimize their benefit administration processes. You will also be responsible for onboarding new customers, maintaining relationships with third-party vendors, and driving revenue through cross-selling. This position offers a range of benefits, including health, dental, vision, and unlimited vacation policy.

• Gérer un portefeuille de clients employeurs, en fournissant un service consultatif de haute qualité et en augmentant la fidélité et la valeur des clients.
• Assurer l'intégration et la mise en œuvre de nouveaux clients employeurs, en les accompagnant depuis l'inscription jusqu'au financement des comptes.
• Collaborer avec les équipes internes pour résoudre les besoins des clients et identifier proactivement les tendances afin d'informer les équipes produit et opérations de Lively.
• Excellent verbal and written communication skills
• Experience with upselling and cross selling products to existing customers, as well as hitting revenue-generating goals
• Demonstrated experience using AI tools and automation platforms to improve customer experience, streamline workflows, and drive efficiency
• Proficient in Microsoft Office and Salesforce
• Comfortable working with a high level of adaptability and flexibility in a fast-paced, sometimes unstructured environment
• Tech-savvy and AI-curious experimental mindset with the ability to adopt and advocate for new technologies and systems while focusing on efficiencies
• Experience delivering an exceptional level of customer support to B2B customers
• 4+ years of experience in a customer success, implementation, account management, or similar role
• Support high customer volume during our busy Open Enrollment season, roughly October through the end of February each year
• Strong project management, organizational, and interpersonal skills
• Exceptional attention to detail
• We encourage you to apply even if you do not meet all of the qualifications, but feel you would be a good fit for the position