Your Money Line · 12 hours ago
Director of Client Success
Indianapolis, IN
Full-time
Hybrid
Mid, Senior Level
6+ years expYour Money Line is actively seeking a motivating and strategic Director of Client Success to join our team. The Director of Client Success owns customer value and outcomes and works cross-functionally to deliver an exceptional experience throughout the entire client lifecycle.
ConsultingFinancial ServicesFinTechHuman ResourcesProfessional Services
Responsibilities
Own reporting and data analysis for the Client Success team, defining and building reports that act as leading indicators for customer and internal outcomes
Lead a team of CSMs via one on ones, call coaching, and team meetings
Evaluate and propose new technology that makes CSMs’ work easier, improves the customer experience, or delivers customer value
Work cross-functionally to ensure customers realize value at every stage of their journey with Your Money Line
Collaborate closely with Marketing to develop and execute client communications and engagement strategies that drive awareness and adoption of services, ensuring a consistent and impactful client experience
Manage escalations for key accounts, partnering with CSMs and fellow leaders to resolve issues
Support revenue growth by coaching CSMs on negotiation, renewals, and identifying upsell and expansion opportunities
Own and continuously improve client success playbooks
Travel as needed for client on-sites and events
Qualification
Required
6-8 years in customer-facing roles (Customer Success, Account Management, Consulting, or similar)
3-5 years of experience in account management or client success within a B2B or B2B2C SaaS environment
1-2 years of experience leading CSMs, AMs, or equivalent
Experience building or improving Customer Success processes and playbooks in a growth stage company
Proven history of using data and reporting to drive decisions and improve outcomes
Experience fielding escalations and leading strategic client meetings
Preferred
Experience in benefits, HR tech, financial wellness, or other participant-facing benefits environments
Benefits
Medical Insurance
Dental and Vision Insurance
Life Insurance
401k with a 4% match
Company equity options
Work laptop
Unlimited wellness time off
Unlimited paid time off
Hybrid office model
Paid 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, 2025
Company
Your Money Line
Your Money Line is a financial wellness company that provides custom financial paths, expert guides, and human resource benefits.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$7.33MKey Investors
Allos Ventures
2024-08-16Series A· $4.5M
2022-09-06Series Unknown· $2.83M
Leadership Team
Peter Dunn
Chief Executive Officer
Recent News
2025-08-21
Company data provided by crunchbase