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About the Role

The Client Success Manager plays a key role in strengthening client relationships, driving employee engagement with the FinPath program, and supporting internal operations to ensure seamless delivery and client satisfaction. This role requires a balance of strategic relationship management, proactive communication, and operational excellence.

Responsibilities

• Develop, nurture, and manage strong client relationships to enhance satisfaction, increase adoption and engagement, and ensure long-term retention.
• Lead the client onboarding process, ensuring smooth implementation and timely program launches.
• Maintain accurate and up-to-date client information, correspondence, and activity records within the CRM system.
• Generate and analyze client reports to track success metrics and identify opportunities for improvement.
• Serve as the liaison between clients and internal teams, effectively documenting and communicating client requests, feedback, and priorities.
• Own the client renewal process, including contract discussions, timeline tracking, and proactive communication to secure continued partnerships.
• Represent FinPath at events, conferences, and client-facing functions.
• Travel as needed for onsite client visits, implementation meetings, benefits fairs, and presentations.
• Programmatically manage account escalations, past-due invoices, contracts, and service agreements in collaboration with internal stakeholders.
• Partner with the Marketing and Client Success Teams to develop and execute strategies that increase employee participation in the FinPath program.
• Coordinate webinars, virtual events, and educational sessions to boost awareness and participation among employees.
• Drive participant and client engagement activities through targeted campaigns, events, and communications.
• Track and analyze client database usage to monitor adoption and engagement trends, providing insights to guide outreach and growth initiatives.
• Collaborate cross-functionally with internal departments (Marketing, Sales, Operations, etc.) to align client goals with company objectives.
• Support team members in addressing and resolving client issues related to administration, operational, and service delivery.
• Ensure efficient internal communication, documentation, and follow-through on all client and project-related activities.

Requirements

• Proven ability to manage multiple projects at the same time while also paying close attention to details
• Ability to work and communicate with senior/executive level partners
• Demonstrated ability in communicating and understanding more complex technical issues
• Ability to travel as needed

Skills

• Excellent written and oral communication skills across multiple channels (email, phone, etc.)

Location

• Remote

Work Type

• Full Time

Experience Level

• 3–5 years of experience in client success, account management, or relationship management, preferably in financial wellness, retirement, employee benefits, or SaaS-based program environments.
• 2-5 years of relevant experience

Education Level

• Bachelor’s degree required or Equivalent Work Experience
• Associate degree (2-year degree)

Salary/Compensations

• $75,000-$80,000 plus 10% yearly discretionary bonus

Benefits

• Medical, Dental, Vision and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA)
• 401(k) Savings Plan
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Flexible Spending Accounts (FSAs)
• Life and Disability Plans
• Long-Term Care
• Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Comprehensive Onboarding
• Continuing Education
• Flexible Work Arrangements
• Dress for Your Day Dress-Code

About the Company

• HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
• We help businesses evaluate their risks and develop solutions tailored to their needs.
• We believe in empowering our employees.
• As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices.
• Our structure enables our teams to maintain their own unique, regional culture.
• In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of America’s Best Large Employers in 2024.
• HUB also won the Insurance Business America’s 5-Star Diversity, Equity, and Inclusion Award for the past two years.
• Becoming a part of HUB means that you have the opportunity to thrive in a diverse, entrepreneurial, and fast-paced team environment supported by over 21,000 professionals in 600 offices across North America.
• We lead our communities with integrity, driven to make things better, both now and in the future.
• We serve, inspire, and thrive while maintaining an entrepreneurial spirit.
• We innovate, collaborate, and achieve success together, focused on the tomorrows for all.
• We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States.
• We provide financial peace of mind and top-of-class solutions, investments, administration, and service.
• We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.
• FinPath is HUB’s proprietary total workplace wellness solution for employers of all sizes.
• We are built around the mission of helping employees move from financial safety to financial freedom.
• By reducing financial stress in the workplace, FinPath supports both individual well-being and organizational performance.

Equal Opportunity

• All HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard, valued, respected and everyone can be their authentic selves.
• HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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