Client Success Manager

HUB International•Austin, TX

1d•$75,000 - $80,000•Remote

About The Position

We are seeking a Client Success Manager (CSM) to join the FinPath Team. The selected individual plays a key role in strengthening client relationships, driving employee engagement with the FinPath program, and supporting internal operations that ensure seamless delivery and client satisfaction. This role requires a balance of strategic relationship management, proactive communication, and operational excellence.

Requirements

Bachelor’s degree required or Equivalent Work Experience
3–5 years of experience in client success, account management, or relationship management, preferably in financial wellness, retirement, employee benefits, or SaaS-based program environments.
Proven ability to manage multiple projects at the same time while also paying close attention to details
Ability to work and communicate with senior/executive level partners
Demonstrated ability in communicating and understanding more complex technical issues
Excellent written and oral communication skills across multiple channels (email, phone, etc.)
Ability to travel as needed
2-5 years of relevant experience
Up to 25% travel

Responsibilities

Develop, nurture, and manage strong client relationships to enhance satisfaction, increase adoption and engagement, and ensure long-term retention.
Lead the client onboarding process, ensuring smooth implementation and timely program launches.
Maintain accurate and up-to-date client information, correspondence, and activity records within the CRM system.
Generate and analyze client reports to track success metrics and identify opportunities for improvement.
Serve as the liaison between clients and internal teams, effectively documenting and communicating client requests, feedback, and priorities.
Own the client renewal process, including contract discussions, timeline tracking, and proactive communication to secure continued partnerships.
Represent FinPath at events, conferences, and client-facing functions.
Travel as needed for onsite client visits, implementation meetings, benefits fairs, and presentations.
Programmatically manage account escalations, past-due invoices, contracts, and service agreements in collaboration with internal stakeholders.
Partner with the Marketing and Client Success Teams to develop and execute strategies that increase employee participation in the FinPath program.
Coordinate webinars, virtual events, and educational sessions to boost awareness and participation among employees.
Drive participant and client engagement activities through targeted campaigns, events, and communications.
Track and analyze client database usage to monitor adoption and engagement trends, providing insights to guide outreach and growth initiatives.
Collaborate cross-functionally with internal departments (Marketing, Sales, Operations, etc.) to align client goals with company objectives.
Support team members in addressing and resolving client issues related to administration, operational, and service delivery.
Ensure efficient internal communication, documentation, and follow-through on all client and project-related activities.

Benefits

Medical, Dental, Vision and Prescription Drug Coverage
Health Plan Reimbursement Program
Health Savings Account (HSA)
401(k) Savings Plan
Employee Assistance Program (EAP)
Comprehensive Wellness Program
Flexible Spending Accounts (FSAs)
Life and Disability Plans
Long-Term Care
Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Comprehensive Onboarding
Continuing Education
Flexible Work Arrangements
Dress for Your Day Dress-Code
Employee Resource Groups and Voices of HUB Employee Groups