Customer Success Manager

AvanteNew York, NY

About The Position

We’re looking for an experienced Customer Success Manager to own a portfolio of customers post-launch. In this role, you’re the strategic partner for our customers to ensure they see ongoing, measurable impact from the Avante platform. Bringing forth a combination of customer service and account management skills, you will build lasting relationships and drive value across a set of both direct enterprise customers and partner-channel clients (brokers and their employer clients). If you thrive in fast-paced start-up environments and you believe the best customer experiences come from a combination of AI tool adoption, relationship building, product fluency, and genuine care, then this role is for you.

Requirements

  • 4–6 years of customer success experience in B2B SaaS, ideally in a product that serves both business buyers and end users (HR tech, employee experience, productivity platforms), with at least 2 years at startups (seed through Series C)
  • A track record of commercial ownership: renewals, expansion, or net retention as part of your accountability, not adjacent to it
  • Strong executive presence and comfort running QBRs and strategic reviews with senior buyers
  • A consultative, outcomes-oriented operating style: you anchor on what changed for the customer, not how many touchpoints you logged
  • Genuine excitement about using AI to do your job better, with hands-on examples of how you've already brought it into your workflow
  • A self-starter mentality: you’re energized by ambiguity and excited to build processes where none exist yet.
  • Empathy, calm under pressure, and a genuine commitment to delivering an exceptional customer experience.

Nice To Haves

  • HR tech experience or comparable exposure to the buyer (benefits, HR, total rewards) and the workforce as end users
  • Familiarity with healthcare claims data, coding standards (ICD, CPT, HCPCS), or benefits data structures.
  • Experience working with channel partners, brokers, or TPAs.

Responsibilities

  • Own a portfolio of accounts from go-live forward.
  • Complete warm handoff from implementation and drive ongoing value across every stage of the customer lifecycle.
  • Drive measurable value through Ava and Carly.
  • Work with benefits leaders to define what success looks like in their program: cost containment, vendor performance, employee adoption.
  • Use Ava's intelligence to show progress against those goals.
  • Drive employee engagement with Carly through targeted launch communications, nudge strategies, and lifecycle touchpoints.
  • Own renewals and support expansion.
  • Run sharp executive conversations.
  • Translate customer signal into product impact.
  • Use AI tools as a core part of how you work.
  • Partner across functions.
  • Adapt as we grow.

Benefits

  • AI can get you 80% of the way there. Everything that goes out with your name on it is your responsibility to review, refine, and stand behind.
  • We take on hard problems and find meaning in the work, even when it's uncomfortable.
  • We assume good intent and follow up directly rather than venting in side channels.
  • We celebrate wins loudly and specifically, naming the actual behavior so the whole team learns what great looks like.
  • We are on by default, because we owe it to each other and to our customers to be available beyond what a regular corporate job would demand.
  • We do unscalable things today that build scalable advantages tomorrow.
  • Every white-glove dinner, every hand-built territory map, every late-night booth setup earns us the right to scale later.
  • We expect everyone to be the expert on AI in their function before anyone asks them to be.
  • The landscape changes weekly.
  • When you learn something, teach it.
  • Learn enough about adjacent functions to ask good questions, including what your AEs are saying on calls, how brokers actually make money, and why a benefits committee pushes back on a deal.
  • Ask the question you think is too basic, because in complex domains like benefits, the cost of a wrong assumption can be a lost account.
  • Curiosity without urgency is a hobby. Learning has to translate into action on a timeline that matches the opportunity.
  • We say the uncomfortable thing early, raising missed commitments or quality gaps directly with the person within 48 hours.
  • We surface problems when they're small, not the week they become a crisis.
  • Customer-facing work gets priority, always.
  • We close the loop every time, because over-communication is a feature at our stage, not a bug.
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