What are the responsibilities and job description for the Client Success Manager position at Your Money Line?
Your Money Line is actively seeking a dynamic, self-motivated, and collaborative Client Success Manager to join our team. The Client Success Manager is responsible for driving financial wellness outcomes with their clients throughout the lifetime of their relationship. The CSM is responsible for customer satisfaction as well as retention and upsells.
The person in this role reports to the CS Team Lead and works cross-functionally to deliver an exceptional experience throughout the entire client lifecycle.
To succeed as a Client Success Manager, you should be an effective communicator and people person who also has strong multitasking and project management skills.
Hiring Timeline: The anticipated start date for this role is on or around February 2, 2026. Candidate interviews will begin no earlier than January 5, 2026.
About Your Money Line
Money is the #1 stressor for American workers—and we’re on a mission to create financial stability and confidence for all. YML is a leading financial wellness benefit pairing AI-powered software with empathetic human coaching to change the financial lives of thousands of households—from teachers to nurses and everyone in between. With YML, employees get help with everyday money challenges, and employers see gains in team wellness, retention, and engagement.
Your Money Line was founded by Peter Dunn (aka Pete the Planner™) and is funded by leading Midwest investors, such as Allos Ventures, First Trust Capital Partners, Elevate Ventures, and CareSource.
Key Responsibilities
The person in this role reports to the CS Team Lead and works cross-functionally to deliver an exceptional experience throughout the entire client lifecycle.
To succeed as a Client Success Manager, you should be an effective communicator and people person who also has strong multitasking and project management skills.
Hiring Timeline: The anticipated start date for this role is on or around February 2, 2026. Candidate interviews will begin no earlier than January 5, 2026.
About Your Money Line
Money is the #1 stressor for American workers—and we’re on a mission to create financial stability and confidence for all. YML is a leading financial wellness benefit pairing AI-powered software with empathetic human coaching to change the financial lives of thousands of households—from teachers to nurses and everyone in between. With YML, employees get help with everyday money challenges, and employers see gains in team wellness, retention, and engagement.
Your Money Line was founded by Peter Dunn (aka Pete the Planner™) and is funded by leading Midwest investors, such as Allos Ventures, First Trust Capital Partners, Elevate Ventures, and CareSource.
Key Responsibilities
- Build strong relationships with your book of assigned clients as their main point of contact.
- Foster adoption of the Your Money Line platform and programming through ongoing engagement planning and strategy.
- Work with clients to ensure they find value in the company’s services as measured through NPS and Health Scores.
- Conduct employee-facing presentations for clients, both virtually and in person.
- Collaborate closely with the Sales, Business Operations, Marketing, and Financial Guide team to ensure an exceptional client experience.
- Serve as an internal advocate for the client’s voice and needs.
- Negotiate all client renewals for your assigned book of business, driving revenue growth through upgrades and expansion.
- 2-3 years of experience in account management, client success, technical support, or a combination (preferably in a B2B SaaS environment)
- Experience owning, forecasting, and exceeding renewal and/or new business quotas
- Technical aptitude and ability to learn software programs and train others
- Confidence and ability to communicate with client representatives from all levels of the organization
- Passion for serving clients and helping them achieve their organizational objectives through the use of the Your Money Line website and helpline
- Self-confidence and high energy; motivation and ability to excel in a growth environment
- Superior organizational and project management skills; close attention to detail
- Experience with Salesforce and HubSpot a plus
- Experience in personal finance, employee benefits, or fintech a plus
- Medical Insurance
- Dental and Vision Insurance
- Life Insurance
- 401k with a 4% match
- Company equity options
- Work laptop
- Unlimited wellness time off
- Unlimited paid time off
- Hybrid office model
- Paid holidays
- Paid maternity, paternity, and adoption leave
- HSA and employer HSA contribution
- Office snacks
- Regular employee events
- Fun startup culture
- Voted a “Best Place to Work in Indiana” 2023, 2024, 2025