LearnLux Financial Wellbeing · 2 hours ago
Enterprise Client Success Manager
United States
Full-time
Remote
Mid, Senior Level
$110K/yr - $150K/yr
7+ years expLearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. As an Enterprise Client Success Manager, you will own and grow a portfolio of enterprise employer clients, serving as a strategic partner throughout the client lifecycle, from onboarding to ongoing engagement and expansion.
EducationFinancial ServicesFinTechInternet
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
Qualification
Required
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
Preferred
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
Benefits
Remote-first company structure
Medical, dental, and vision
401(k)
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
Company
LearnLux Financial Wellbeing
LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$24.16MKey Investors
Crosslink CapitalMarc Benioff,Sound VenturesDCU FinTech Innovation Center
2024-02-13Series Unknown· $7.1M
2022-09-29Series A· $10M
2020-05-05Series Unknown· $4.66M
Leadership Team
Rebecca Liebman
Co-Founder & CEO
Michael Liebman
Co-Founder & COO
Recent News
Company data provided by crunchbase