Client Success Manager

Your Money Line•Indianapolis, IN

2d•Hybrid

About The Position

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 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 leading financial wellness benefit pairing AI-powered software with empathetic human coaching to change the financial lives of 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. Your Money Line was founded by Peter Dunn (aka Pete the Planner™) and is funded by leading Midwest investors, such as Allos Ventures, First Trust Capital Partners, Elevate Ventures, and CareSource.

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 quotas
Technical aptitude and ability to learn software programs and train others
Confidence and ability to communicate with client representatives from all levels of the organization
Passion for serving clients and helping them achieve their organizational objectives through the use of the Your Money Line website and helpline
Self-confidence and high energy; motivation and ability to excel in a growth environment
Superior organizational and project management skills; close attention to detail

Nice To Haves

Experience with Salesforce and HubSpot a plus
Experience in personal finance, employee benefits, or fintech a plus

Responsibilities

Build strong relationships with your book of assigned clients as their main point of contact.
Foster 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 business, driving revenue growth through upgrades and expansion.