My Secure Advantage® · 1 day ago
Customer Success Manager
United States
Full-time
Remote
Mid, Senior Level
$70K/yr - $95K/yr
5+ years expMy Secure Advantage® is a leader in financial well-being services, dedicated to empowering individuals to take charge of their financial future. The Customer Success Manager role focuses on transforming client program data into impactful ROI stories, managing high-value client relationships, and collaborating with internal teams to drive member outcomes and business metrics.
FinanceFinancial Services
Responsibilities
Own a portfolio of approximately 20 high-value client relationships with full accountability for retention, member utilization growth, and revenue expansion
Design quarterly business reviews that clients actually look forward to
Identify the key engagement levers that move the needle for each account
Partner with internal teams to deliver remarkable outcomes
Review client health data in HubSpot, prioritize accounts needing intervention, conduct client calls, plan quarterly business reviews
Host QBRs, present ROI analysis, troubleshoot program challenges, collaborate with Education/Coaching/Product teams to solve client needs
Document what's working, refine your approach, update forecasts, plan for next week
Manage 20ish client relationships with high average annual contract value
Qualification
Required
Managed complex B2B client relationships for 5+ years (benefits, HR tech, financial services, or SaaS preferred)
Presented to senior leadership and executive audiences and can translate technical/program details into business impact
Owned retention and expansion targets with proven track record of 90%+ retention
Built client success frameworks (health scoring, renewal processes, QBR formats) that you can adapt to new contexts
Used CRM platforms strategically (HubSpot experience preferred) to drive decisions, not just track activity
Operated with autonomy in environments where you defined the 'how' based on clear 'what' objectives
Preferred
HubSpot experience preferred
Benefits
Medical
Dental
Vision
401(k) match
Remote flexibility
Free MSA financial coaching
Company
My Secure Advantage®
For more than 35 years, My Secure Advantage (MSA) has stood as a leader in financial well-being, empowering employers and employees nationwide with solutions that finally aren’t one-size-fits-all.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brad Barron
CEO
Company data provided by crunchbase