Client Success Manager
Your Money Line is actively seeking a dynamic, self-motivated, and collaborative Client Success Manager to join our team. The Client Success Manager is responsible for driving financial wellness outcomes with their clients throughout the lifetime of their relationship. The CSM is responsible for customer satisfaction as well as retention and upsells.
The person in this role reports directly to the CS Team Lead and works cross-functionally to deliver an exceptional experience throughout the entire client lifecycle.
To succeed as a Client Success Manager, you should be an effective communicator and people person who also has strong multitasking and project management skills.
About Your Money Line
Money is the #1 stressor for American workers—and we're on a mission to create financial stability and confidence for all. YML is a financial wellness benefit that pairs AI-powered software with empathetic human coaching to increase financial stability and confidence in thousands of households—from teachers to nurses and everyone in between. With YML, employees get help with everyday money challenges, and employers see gains in team wellness, retention, and engagement.
Responsibilities
Build strong relationships with your book of assigned clients as their main point of contactFoster adoption of the Your Money Line platform and programming through ongoing engagement planning and strategy.Work with clients to ensure they find value in the company's services as measured through NPS and Health Scores.Conduct employee-facing presentations for clients, both virtually and in person. Collaborate closely with the Sales, Business Operations, Marketing, and Financial Guide team to ensure an exceptional client experience.Serve as an internal advocate for the client's voice and needs.Negotiate all client renewals for your assigned book of businessDrive upgrade revenue through increased contract length or expansion of programs.
Requirements
2-3 years of experience in account management, client success, technical support, or a combination (preferably in a B2B SaaS environment)Experience owning, forecasting, and exceeding renewal and/or new business quotasTechnical aptitude and ability to learn software programs and train othersConfidence and ability to communicate with client representatives from all levels of the organizationPassion for serving clients and helping them achieve their organizational objectives through the use of the Your Money Line website and helplineSelf-confidence and high energy; motivation and ability to excel in a growth environmentSuperior organizational and project management skills; close attention to detailExperience with Salesforce and HubSpot a plusExperience in personal finance, employee benefits, or fintech a plus
Benefits
Medical InsuranceDental and Vision InsuranceLife Insurance401k and 401k matchCompany equity optionsWork laptopUnlimited wellness time offHybrid office model20 days of paid time off annuallyVolunteer time offPaid holidaysFlex holidaysPaid maternity, paternity, and adoption leaveHSA and employer HSA contributionDependent care flexible spending accountOffice snacksRegular employee eventsFun startup cultureVoted a “Best Place to Work in Indiana” 2023, 2024, 2025
If you feel you meet these qualifications, you get excited by the idea of helping millions of people achieve financial stability, and you want to work with a diverse, hardworking team – we'd love to meet you.
At this time, Your Money Line is unable to provide visa sponsorship. Applicants must be authorized to work in the U.S. now and in the future without the need for sponsorship.
Apply Now
The person in this role reports directly to the CS Team Lead and works cross-functionally to deliver an exceptional experience throughout the entire client lifecycle.
To succeed as a Client Success Manager, you should be an effective communicator and people person who also has strong multitasking and project management skills.
About Your Money Line
Money is the #1 stressor for American workers—and we're on a mission to create financial stability and confidence for all. YML is a financial wellness benefit that pairs AI-powered software with empathetic human coaching to increase financial stability and confidence in thousands of households—from teachers to nurses and everyone in between. With YML, employees get help with everyday money challenges, and employers see gains in team wellness, retention, and engagement.
Responsibilities
Build strong relationships with your book of assigned clients as their main point of contactFoster adoption of the Your Money Line platform and programming through ongoing engagement planning and strategy.Work with clients to ensure they find value in the company's services as measured through NPS and Health Scores.Conduct employee-facing presentations for clients, both virtually and in person. Collaborate closely with the Sales, Business Operations, Marketing, and Financial Guide team to ensure an exceptional client experience.Serve as an internal advocate for the client's voice and needs.Negotiate all client renewals for your assigned book of businessDrive upgrade revenue through increased contract length or expansion of programs.
Requirements
2-3 years of experience in account management, client success, technical support, or a combination (preferably in a B2B SaaS environment)Experience owning, forecasting, and exceeding renewal and/or new business quotasTechnical aptitude and ability to learn software programs and train othersConfidence and ability to communicate with client representatives from all levels of the organizationPassion for serving clients and helping them achieve their organizational objectives through the use of the Your Money Line website and helplineSelf-confidence and high energy; motivation and ability to excel in a growth environmentSuperior organizational and project management skills; close attention to detailExperience with Salesforce and HubSpot a plusExperience in personal finance, employee benefits, or fintech a plus
Benefits
Medical InsuranceDental and Vision InsuranceLife Insurance401k and 401k matchCompany equity optionsWork laptopUnlimited wellness time offHybrid office model20 days of paid time off annuallyVolunteer time offPaid holidaysFlex holidaysPaid maternity, paternity, and adoption leaveHSA and employer HSA contributionDependent care flexible spending accountOffice snacksRegular employee eventsFun startup cultureVoted a “Best Place to Work in Indiana” 2023, 2024, 2025
If you feel you meet these qualifications, you get excited by the idea of helping millions of people achieve financial stability, and you want to work with a diverse, hardworking team – we'd love to meet you.
At this time, Your Money Line is unable to provide visa sponsorship. Applicants must be authorized to work in the U.S. now and in the future without the need for sponsorship.
Apply Now