Remote Otter LogoRemoteOtter

Client Success Manager - Remote

Posted 3 days ago
Customer Service
Full Time
USA

Overview

Your Money Line is looking for a dynamic Client Success Manager to drive financial wellness outcomes and ensure customer satisfaction and retention.

In Short

  • Build strong relationships with assigned clients.
  • Foster adoption of the Your Money Line platform.
  • Ensure clients find value in services through metrics.
  • Conduct presentations for clients, virtually and in person.
  • Collaborate with various teams for exceptional client experience.
  • Negotiate client renewals and drive upgrade revenue.

Requirements

  • 2-3 years in account management or client success.
  • Experience exceeding renewal and new business quotas.
  • Technical aptitude and ability to learn software.
  • Strong communication skills with client representatives.
  • Passion for serving clients and helping achieve objectives.
  • High energy and motivation in a growth environment.
  • Superior organizational and project management skills.
  • Experience with Salesforce and HubSpot is a plus.
  • Experience in personal finance or fintech is a plus.

Benefits

  • Medical, Dental, and Vision Insurance.
  • Life Insurance and 401k with match.
  • Company equity options and work laptop.
  • Unlimited wellness time off and 20 days of paid time off.
  • Volunteer time off and paid holidays.
  • Fun startup culture and regular employee events.
Your Money Line logo

Your Money Line

Your Money Line is a forward-thinking company dedicated to enhancing financial wellness for American workers. By combining AI-powered software with compassionate human coaching, YML aims to alleviate the stress associated with financial challenges, helping individuals achieve stability and confidence in their financial lives. The company serves a diverse clientele, including teachers and nurses, and focuses on improving employee wellness, retention, and engagement through its innovative financial wellness benefits. Recognized as a 'Best Place to Work in Indiana' for multiple years, Your Money Line fosters a collaborative and dynamic work environment, emphasizing the importance of client success and satisfaction.

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