Enterprise Onboarding & Success Manager

About Our Client

Today, over 112 million Americans have access to health spending benefits. This company offers software tools and APIs to help organizations design, launch, and manage various health accounts. The team is made up of educators, entrepreneurs, industry experts, musicians, and technologists, working towards making the offering and usage of benefits seamless.

About this Role

As the Enterprise Onboarding & Success Manager, the individual in this role will be crucial in supporting the partner and employer onboarding processes. Responsibilities include managing relationships with current partners, facilitating bulk HSA and Notional migrations, and collaborating with the team to ensure successful partner implementations. This dynamic role offers exposure to various areas of the business as it grows.

The ideal candidate is curious, flexible, and poised to advance into a full-time Customer Success or Implementation Manager position as the company scales. This presents an excellent opportunity for someone eager to learn and thrive in a fast-paced environment where change management and ambiguity are essential elements of the journey!

What You’ll Do

Customer Success & Relationship Management

- Build and maintain trusted advisor relationships with partners and employers.

- Ensure that partners maximize value from the platform by understanding and advocating for their needs.

- Mitigate risks and prevent churn by identifying issues early and leading resolution efforts.

- Serve as the voice of the customer by providing internal feedback for product improvements.

- Lead ongoing status calls and develop strategies to enhance client health and satisfaction.

Employer Onboarding & Implementation

- Lead the onboarding implementation for SMB and Mid-Market clients through strategic partners.

- Manage bulk HSA and Notional migrations, ensuring seamless transitions for employers.

- Collaborate on partner implementation projects, contributing to the continued success of the platform.

Change Management & Process Improvement

- Adapt to changing responsibilities as the company scales, transitioning toward a dedicated Customer Success or Implementation role when needed.

- Continuously identify opportunities for enhancing internal processes and improving the overall client experience.

What’s Being Looked For

- **Adaptability:** Comfort with ambiguity and the evolving nature of a scaling startup.

- **Curiosity:** A natural curiosity and passion for learning new concepts and skills.

- **CDH Experience:** Experience or interest in the Consumer Driven Healthcare (CDH) or related industries.

- **Relationship Management:** An interest in building and maintaining long-term client relationships.

- **Implementation Interest:** Eagerness to contribute to implementation processes for enterprise partners.

Why You’ll Love Working Here

- Be part of a rapidly growing company that is transforming the future of healthcare benefits.

- Gain broad exposure to customer success, implementation, and relationship management in a hands-on role.

- Advance your career in either Customer Success or Implementation Management based on business needs and personal interests.

- Join a supportive and collaborative team dedicated to your success.

Benefits

- **Compensation:** Competitive salary and meaningful equity. The company adopts a data-driven approach to ensure all team members are compensated equitably and competitively.

- **Tax-advantaged Vehicles:** Access to tax-advantaged options, including a 401(k) plan and a health savings account (HSA) for eligible medical plans. The company also contributes generously to the HSA.

- **Remote Work Stipend:** Each team member receives $500 to cover expenses such as co-working memberships, home office equipment, and refreshments.

- **Benefits:** Comprehensive medical, dental, and vision insurance coverage. The company covers 100% of employee medical premiums and 50% of family member premiums for employees enrolled in the HDHP. Additionally, all employees receive a complimentary One Medical membership.

- **Work-Life Balance:** Progressive policies supporting work-life balance, including flexible paid time off and a parental leave program.

- **Office:** A beautiful, convenient, and state-of-the-art office in downtown Austin is available for those who prefer an office environment.