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Jobs/Advisor Role/LearnLux - Enterprise Client Success Manager
LearnLux

LearnLux - Enterprise Client Success Manager

Remote - United States$150k - $150k+ Equity2mo ago
RemoteSeniorNAFintechSoftwareAdvisorEnterprise Sales ManagerCFPRevenue GrowthCustomer SuccessAccount ManagementB2B

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Requirements

• Skills needed: Strategic advisor for enterprise clients, relationship management with HR/Benefits leaders. • Years of experience: Not specified in the posting. • Education: Not specified in the posting. • Certifications: Must be a Certified Financial Planner™ professional (CFP).

Responsibilities

• Own the end-to-end success of a portfolio of enterprise and global employer clients, serving as their primary relationship manager and strategic advisor. • Lead complex client onboardings and implementations, coordinating across internal teams to ensure successful launches. • Develop and execute client success strategies that drive engagement, adoption, and measurable outcomes across diverse and distributed employee populations. • Build strong, executive-level relationships with HR, Benefits, and People leaders, positioning yourself as a subject-matter expert in financial wellbeing. • Lead regular business reviews, using data and insights to demonstrate value, influence client strategy, and inform renewal and expansion conversations. • Partner closely with Sales on renewals, upsell, and cross-sell opportunities, contributing to retention and revenue growth. • Identify risks to client health early and proactively address them through thoughtful planning and cross-functional collaboration. • Deliver and support engagement initiatives such as webinars, campaigns, benefits fairs, and live or virtual program rollouts. • Act as the voice of the customer internally, sharing feedback and insights to inform product and program improvements. • You should bring • You should bring • 7+ years of experience in Client Success, Customer Success, or Account Management, ideally supporting enterprise clients in a B2B SaaS, benefits, or fintech environment. • Proven experience managing complex client relationships and driving renewals and account growth. • Experience working with global clients and navigating the needs of internationally distributed or diverse employee populations. • Strong executive presence and the ability to build trust with senior stakeholders. • A commercial mindset, with comfort discussing value, outcomes, and expansion opportunities. • Excellent communication and presentation skills, including facilitating executive-level conversations. • Strong project management and organizational skills, with the ability to manage multiple complex initiatives. • Analytical fluency and experience using data to inform client strategy and decision-making. • Comfort operating in fast-paced, evolving environments and adapting as client needs and priorities change. • It would be great if you also • Have experience in employee benefits, HR tech, fintech, or financial wellness. • Have supported multi-year, enterprise contracts with complex stakeholder groups. • Have experience delivering or supporting large-scale employee engagement programs. • Enjoy being both strategic and hands-on in how you partner with clients. • LearnLux is a fit for you if you • Thrive in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow. • Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn’t previously exist. • Take initiative and don’t wait to be asked. You see problems as opportunities and are comfortable stepping in to move work forward. • Are energized by ambiguity and willing to make decisions with imperfect information. We learn quickly by doing, and pace is a competitive advantage for us. • Enjoy being hands-on and owning work end to end. While strategic thinking matters, execution, follow-through, and accountability are what drive impact here. • Are motivated by high standards and continuous improvement. As we hit new milestones, we intentionally raise the bar on quality, ownership, and outcomes. • Value clear, frequent communication and collaboration. As a remote team, staying aligned through proactive communication is core to how we operate.

Benefits

• Remote-first company structure • Medical, dental, and vision • Mental wellbeing (Talkspace) • Financial wellbeing (LearnLux) • Equity (Full-time employees) • Paid vacation and sick leave • Paid sabbatical after 5 years of service • A supportive, inclusive team culture • Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology • Closing • Closing • LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply.

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