TruMed Systemsorporated
Customer Success Manager
Los Angeles, San Francisco, Austin · Senior
Sponsorship not specifiedDetected 76 days ago
Growth MarketingAccount ManagementCustomer SuccessResearch
About the role
- Your portfolio will include a mix of mid-market and growth-stage health and wellness brands integrating Truemed into their checkout flows to accept HSA/FSA payments.
- This role reports to the Head of Customer Success and works cross-functionally with Sales, Marketing, Growth, Product, and Solutions Engineering.
- CSM team on shared playbooks, processes, and best practices.
Responsibilities
- Serve as the primary point of contact for your merchants, building strong relationships with key stakeholders and providing responsive, high-quality support.
- Analyze merchant performance data - transaction volume, conversion rates, campaign results - to identify optimization opportunities and build data-driven growth plans.
- Manage multiple merchant accounts simultaneously, staying organized across onboarding timelines, campaign launches, and ongoing check-ins.
- Collaborate cross-functionally with Sales, Product, Solutions Engineering, and Growth to resolve merchant issues and surface product feedback.
- Merchant retention across your portfolio is strong, with partners viewing Truemed as a valuable growth channel.
- The Customer Success Manager is the merchant's primary partner at Truemed.
- This role ensures that partners are onboarded efficiently, activated successfully, and supported with the data, campaigns, and co-marketing strategies that drive transaction volume and long-term retention.
- As Truemed's merchant base scales, this role becomes the foundation of our partner experience.
Requirements
- 3-4+ years of experience in Customer Success or Account Management, ideally in e-commerce, DTC, marketplace, or SaaS.
- You are consistently identifying and acting on optimization opportunities using performance data.
- You are contributing to scalable CS processes that improve the team's ability to serve a growing merchant base.
- Compensation and Benefits
- Comp and equity in the top decile for Series A startups
- Comprehensive medical, dental, and vision insurance with employer sponsored HSA contributions
- Unlimited PTO
- Coworking stipend
- L&D Stipend
- 2x/year company offsites and 2x/year team offsite
- Location
- Los Angeles preferred / SF / Austin // Hybrid
Compensation
- Today's healthcare system spends less than 3% of the $4.3T in annual spending on prevention.
Benefits
- Truemed's merchant network is growing rapidly across health and wellness verticals - fitness equipment, supplements, nutrition, recovery, sleep, and beyond.
- Each merchant that launches with Truemed needs hands-on guidance through onboarding, activation, and ongoing optimization to unlock the full value of HSA/FSA purchasing for their customers.
- Own a portfolio of Truemed merchant partners across health and wellness verticals, managing the full lifecycle from onboarding through ongoing optimization.
- Partner with Truemed's growth marketing team to develop and execute co-marketing initiatives that drive consumer awareness and HSA/FSA adoption on merchant sites.
- Proactively monitor merchant health across your portfolio, identifying risks early and developing action plans to improve engagement and retention.
- Partner engagement is high - merchants are responsive, participating in co-marketing initiatives, and actively growing their HSA/FSA transaction volume.
- Mission-driven - you believe in what Truemed is building and want to help merchants and consumers benefit from it.
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