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SUMMARY
Financial Finesse is looking for a Client Success Manager to focus on developing and implementing custom financial wellness programs for our new and existing accounts. You will develop strategies to build awareness of our financial wellness programs within our clients’ employee bases, work with our client partners in Human Resources to engage their employees, execute and adapt the defined strategy, and proactively identify opportunities for program expansion. Everything we do starts and ends with our clients, and the right candidate will take this on as a mission, not just a job, and challenge themselves to deliver the results that ultimately transform organizations.
The Client Relationship Manager position is based remotely, with some meetings required at our home office in El Segundo, CA. Additionally, while our work hours are flexible, members of the team should expect to support internal meetings in Pacific Time.
We are B2B2C. For organizations, our customized programs integrate with employer-sponsored benefits and wellness programs to enhance utilization of employee benefits, reduce related expenses and risks, and improve employee engagement and productivity.
Individual employees have access to our elite team of CERTIFIED FINANCIAL PLANNERS™ (CFPs®) through multiple channels and to our proprietary, open-architecture digital Financial Wellness Hub platform. Completely unbiased, with no sales pitch, our team of CFPs® works with people from all walks of life on any financial matter from debt and budgeting to retirement and estate planning. Free access to an unbiased CFP® is a unique service, and we have proven, behavior-changing results that have a positive impact on people’s lives.
RESPONSIBILITIES
The right individual for the team will be a natural relationship builder, able to gain insights into client needs, and identify opportunities to improve the program. You must have a finger on the pulse of the industry and its competitive trends, be forward thinking and not shy away from sharing your recommendations.
As a Client Success Manager, you will:
EXPERIENCE
ABOUT YOU
COMPENSATION AND BENEFITS
The total compensation includes a $85,000 base salary with quarterly and annual bonuses (typically between 10-20% and up to 25%, respectively), resulting in a total of up to $123,250. Additional financial opportunities exist through cash-based profit sharing and through equity plans, and we offer a full comprehensive benefits package and 401k matching.
ABOUT US
Financial Finesse is a boutique, entrepreneurial firm located in El Segundo, CA. Since our founding in 1999, we have been the pioneering leader of the workplace financial wellness industry, which has recently reached an inflection point of growth. As an employee-owned company that operates with an entrepreneurial spirit and a philanthropic heart, we love what we do and the people we work with. We leverage the strengths of our people and proprietary technologies to work with large organizations such as Nestle, CVS Health, and the NFLPA to design and deliver full-scale, proprietary financial coaching technologies and services to be provided as an employer-sponsored benefit to their employees. We’ve been around for 20 years, and we’re honored to have been recognized by Los Angeles Business Journal as a ‘Best Place to Work’, by Entreprenuer.com as a ‘Top Company Culture’, and Best in Biz as ‘Most Innovative Small Company of the Year’.
Full Time
$108k-153k (estimate)
02/07/2024
05/03/2024
financialfinesse.net
San Rafael, CA
<25
The following is the career advancement route for Client Success Manager positions, which can be used as a reference in future career path planning. As a Client Success Manager, it can be promoted into senior positions as a Customer Success Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Success Manager. You can explore the career advancement for a Client Success Manager below and select your interested title to get hiring information.
If you are interested in becoming a Client Success Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Success Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Success Manager job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Success Manager jobs
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Step 3: View the best colleges and universities for Client Success Manager.