Customer Success Manager

Role Overview

Workplace Options is seeking a Customer Success Manager to own a book of mid-market employer accounts, focusing on customer satisfaction and retention. The role requires an organized, relationship-driven professional who enjoys time on site with clients and cares about mental health and employee wellbeing.

What You Will Do

The Customer Success Manager will own relationships and account plans, serve as the main contact for HR and benefits leaders, lead client meetings, and build clear presentations using data and trends.

Why It Might Be a Fit

The ideal candidate will have 4+ years of experience in customer success, account management, or client relations, ideally in EAP, behavioral health, benefits, or healthcare. They will be a clear communicator, confident presenter, and proficient in Microsoft Office, Google Suite, and Salesforce or a similar CRM.

Requirements

• 4+ years in customer success, account management or client relations
• Bachelor’s degree or equivalent experience
• Experience owning client relationships, including renewals and retention
• Experience partnering with regional and national brokers, consultants and carrier partners
• Comfort working with utilization and financial data and turning it into clear client insights
• Clear communicator, confident presenting to HR audiences and employee groups
• Strong organization and follow-through across multiple accounts at once
• Proficient in Microsoft Office, Google Suite, and Salesforce or a similar CRM
• Adaptable and solutions-oriented when client needs or priorities change
• Familiarity with benefit plan documents, related regulations and digital health solutions a plus
• Passion for helping employees and their families live their healthiest lives
• Valid driver’s license and willingness to travel regionally, nationally and as needed

Benefits

• Competitive benefits offering