Your Money Line is actively seeking a dynamic, self-motivated, and collaborative Client Success Manager to join our team. The Client Success Manager is responsible for driving financial wellness outcomes with their clients throughout the lifetime of their relationship. The CSM is responsible for customer satisfaction as well as retention and upsells.
The person in this role reports directly to the Vice President of Client Success and works cross-functionally to deliver an exceptional experience throughout the entire client lifecycle.To succeed as a Client Success Manager, you should be an effective communicator and people person who also has strong multitasking and project management skills.
About Your Money Line
Money is stressful. We're on a mission to fix it. Your Money Line is one of the leading financial wellness benefits in the nation. We pair AI-powered software with empathetic human coaching to increase financial stability and confidence in thousands of households—from teachers to nurses and everyone in between. With YML, employees get help with their everyday money challenges, and employers see gains in team wellness, retention, and engagement. Your Money Line was founded by Peter Dunn (aka Pete the PlannerTM) and is funded by leading Midwest investors like Ground Game Ventures, Elevate Ventures, Rehab Industries, InnovateMap Ventures and Gravity Ventures.
Responsibilities
- Build strong relationships with your book of assigned clients as their main point of contact
- Foster adoption of the Your Money Line platform and programming through ongoing engagement planning and strategy.
- Work with clients to ensure they find value in the company’s services as measured through NPS and Health Scores.
- Conduct employee-facing presentations for clients, both virtually and in person.
- Collaborate closely with the Sales, Business Operations, Marketing, and Financial Guide team to ensure an exceptional client experience.
- Serve as an internal advocate for the client’s voice and needs.
- Negotiate all client renewals for your assigned book of business
- Drive upgrade revenue through increased contract length or expansion of programs.
Requirements
- 2-3 years of experience in account management, client success, technical support, or a combination (preferably in a B2B SaaS environment)
- Experience owning, forecasting, and exceeding renewal and/or new business quotas
- Technical aptitude and ability to learn software programs and train others
- Confidence and ability to communicate with client representatives from all levels of the organization
- Passion for serving clients and helping them achieve their organizational objectives through the use of the Your Money Line website and helpline
- Self-confidence and high energy; motivation and ability to excel in a growth environment
- Superior organizational and project management skills; close attention to detail
- Experience with Salesforce and ActiveCampaign a plus
- Experience in personal finance, employee benefits, or fintech a plus
Benefits
- Medical Insurance
- Dental and Vision Insurance
- Life Insurance
- 401k and 401k match
- Company equity options
- Work laptop
- Unlimited wellness time off
- Hybrid office model
- 20 days of paid time off annually
- Volunteer time off
- Paid holidays
- Flex holidays
- Paid maternity, paternity, and adoption leave
- HSA and employer HSA contribution
- Office snacks
- Regular employee events
- Fun startup culture
- Voted a “Best Place to Work in Indiana” 2023, 2024
If you feel you meet these qualifications, you get excited by the idea of helping millions of people achieve financial stability, and you want to work with a diverse, hardworking team – we’d love to meet you.
