Client Success Manager
About LearnLux
LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive.
We’re a remote-first company, backed by prominent operators such as Ashton Kutcher’s fund Sound Ventures and Salesforce CEO Marc Benioff.
The Role
Key Responsibilities
- Lead implementation and onboarding, for both US and global clients, including the setup of each client’s custom financial wellbeing portal, coordination of benefits content, and delivery of a seamless launch experience. Work in partnership with Engineering and Operations.
- Act as a strategic partner and trusted advisor to clients, helping them define Success Plans and Communication Strategies that align with their organizational goals and support employee engagement.
- Support ongoing engagement and adoption by building and executing tailored communication campaigns, delivering webinars, and promoting the program across diverse employee populations, including shift workers and global teams.
- Analyze and present impact during regular progress meetings by measuring success, identifying opportunities, and sharing creative, localized strategies to help global clients achieve their goals.
- Collaborate cross-functionally with internal teams including Product, Marketing, and Financial Planning to ensure client needs are met and feedback is shared.
- Manage renewals and identify growth opportunities, working closely with Leadership to support client retention and global account expansion.
- Support onsite and virtual engagement efforts, including benefits fairs, tabling events, and live program rollouts, occasionally requiring travel.
Qualifications & Experience
- 3+ years of experience in Client Success or Account Management, preferably in a high-growth or startup environment
- Proven experience in the employee benefits industry with a strong understanding of benefit programs, policies, and best practices (this is a must-have)
- Success managing global client relationships, with an understanding of regional benefits, cultural nuances, and communication strategies across international markets
- Exceptional account management and relationship-building skills, with the ability to influence stakeholders at all levels
- Strong project management skills, with a track record of leading complex initiatives and meeting deadlines across multiple workstreams
- Advanced reporting and data analysis skills, including proficiency in Excel/Google Sheets and comfort translating data into actionable insights
- Excellent communication skills in English
- Meticulous attention to detail
- Advanced knowledge of PowerPoint/Google Slides skills, with the ability to create polished, client-ready presentations
Benefits
- Remote-first company structure
- Medical, dental, and vision
- 401(k)
- Mental wellbeing (Talkspace)
- Financial wellbeing (LearnLux)
- Equity (Full-time employees)
- Paid vacation and sick leave
- Paid sabbatical after 5 years of service
- A supportive, inclusive team culture
- Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology
Closing
LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply.
LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.
We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team!
The pay range for this role is listed below. Individual compensation will be commensurate with the candidate's experience and local cost of labor.
Salary Range
$85,000 - $120,000 USD
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