Senior Customer Success Manager

Healthee•New York, NY

4d•$100,000 - $120,000•Hybrid

About The Position

Hi, we’re Healthee. We’re on a mission to make healthcare easy for everyone. Our AI-powered platform helps employees understand, navigate, and optimize their healthcare benefits — transforming how people access and manage care. We're looking for a Senior Customer Success Manager to own and grow a book of small and mid-market employer accounts. You'll be the primary relationship owner — responsible for retention, adoption, and expansion — while serving as the internal voice of your clients across product, operations, and leadership. This role reports directly to the VP of Client Services.

Requirements

3–5+ years of experience in customer success or account management managing a substantial book of business, including experience owning a direct-to-employer portfolio.
Experience with employer-sponsored benefits, healthcare navigation, or benefits administration.
Experience owning external relationships with HR leadership, senior executives, or benefits teams, and working cross-functionally with internal teams to support client outcomes.
Proficiency with Excel and PowerPoint or Slides.
Eligible to work in the United States.
Willingness to travel occasionally, less than 10%.

Nice To Haves

Experience managing a mixed book of business is a plus.
Experience with HubSpot is a plus.

Responsibilities

Own a portfolio of 50–60 direct-to-employer accounts, serving as the primary point of contact for day-to-day needs, escalations, and strategic conversations
Monitor and proactively manage account health, identifying risks early and driving resolution before they become problems
Partner with the Implementation team during onboarding to support communication strategy, training, and early engagement — while establishing long-term success criteria and operating cadence from day one
Collaborate with marketing on ongoing engagement strategies that drive platform awareness and adoption throughout the client lifecycle
Run regular business reviews with HR and benefits stakeholders, covering outcomes, challenges, and roadmap alignment
Identify and develop expansion opportunities within your book
Build and maintain success plans that evolve with your clients' needs and business objectives
Represent the client internally — surface feedback that shapes product priorities and service delivery