Lively

Customer Success Manager

United States - Remote

Sponsorship not specified$70k-$90kDetected 6 days ago

Project ManagementJiraAccount ManagementCustomer SuccessCustomer SupportCommunicationAdaptabilityMicrosoft Office

About the role

At Lively, a key differentiator is our customer experience and the amount of care we give to our employer groups.
The CSM team provides an outstanding onboarding and ongoing management experience to our employer customers throughout their lifecycle.
It is the job of the CSM to increase customer loyalty and value by providing great consultative white-glove service.

Increase value and drive revenue from existing Lively employers by cross selling other Lively products to those who we already have existing relationships.
Provide client administrators with ongoing enrollment and contribution processing support.
Create bug reports in Jira for reproducible product issues.

4+ years of experience in a customer success, implementation, account management, or similar role.

We offer competitive salaries, stock options, medical, dental, vision, life and disability coverage.
An HSA with employer contribution, FSA, paid parental leave, medical travel benefits, a 401k plan, flexible vacation policy, lifestyle spending accounts, and more!
Come join us in our mission to help people optimize their healthcare spending, maximize their savings, and better their livelihood!
Lively set out to raise the bar on benefit solutions, because we believe no one should have to sacrifice personal wellness for financial wellness.
Our modern HSA is consistently top-rated, and we have since expanded our offerings to provide a full suite of other benefits and services for companies, consumers, and financial institutions.
Come join us and help make getting the value out of your benefits as simple as it should be.
Advocate for and assist customers in leveraging modern tools, including AI-powered solutions, to optimize their benefit administration processes and reporting needs.
Build and maintain relationships with customers' third-party vendors, benefits consultants, and brokers.
Educate customers on Lively configuration options for benefit enrollment, payroll, and reporting.
Facilitate bulk asset transfers from third-party HSA providers to Lively.

Serve as the primary point of contact for a portfolio of customers for all account needs.
Onboard and implement new employer customers to Lively from sign up to funding of accounts.
Facilitate recurring meetings with customers and brokers as requested.
Work cross-functionally to support resolution of customer needs and proactively identify trends across customers to inform Lively product and operations teams.
At Lively, we believe having diverse teams in which everyone can be their authentic self is key to our success.

This listing is sourced directly from Lively's careers page and normalized into a canonical job model.