Customer Success Manager

Lively, Inc.

. Serve as the primary point of contact for a portfolio of customers for all account needs .

Posted 9/22/2026full-timeRemote • United StatesMid-LevelSenior💰 $70,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer success and account management, with a strong focus on leveraging AI tools and automation to enhance customer experience and streamline operations. Proven ability to manage high customer volumes and drive revenue through upselling and cross-selling strategies.

Highest-signal resume keywords

Customer Success ManagementB2B Customer SupportProject ManagementSalesforce ProficiencyAI Tools Utilization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer SuccessAccount ManagementImplementationUpsellingCross-SellingProject ManagementAttention to DetailWorkflow AutomationBenefit AdministrationReporting

Soft Skills

Interpersonal SkillsCommunication SkillsAdaptabilityOrganizational Skills

Tools & Technologies

Microsoft OfficeSalesforceJira

Industry Keywords

Open EnrollmentBenefits ConsultingHSA ProvidersCustomer AdvocacyThird-Party Vendors

About the role

Key responsibilities & impact

Serve as the primary point of contact for a portfolio of customers for all account needs
Advocate for and assist customers in leveraging modern tools, including AI-powered solutions, to optimize benefit administration processes and reporting
Increase value and drive revenue from existing Lively employers by cross-selling other Lively products
Onboard and implement new employer customers from sign-up through funding of accounts
Build and maintain relationships with customers’ third-party vendors, benefits consultants, and brokers
Facilitate recurring meetings with customers and brokers as requested
Educate customers on Lively configuration options for benefit enrollment, payroll, and reporting
Provide client administrators with ongoing enrollment and contribution processing support
Respond to employer inquiries within 1–2 business days
Work cross-functionally to resolve customer needs and identify trends for Lively product and operations teams
Create bug reports in Jira for reproducible product issues
Facilitate bulk asset transfers from third-party HSA providers to Lively

Requirements

What you’ll need

4+ years of experience in a customer success, implementation, account management, or similar role
Experience delivering an exceptional level of customer support to B2B customers
Ability to support high customer volume during the busy Open Enrollment season, roughly October through the end of February each year
Experience with upselling and cross selling products to existing customers and hitting revenue-generating goals
Strong project management, organizational, and interpersonal skills
Excellent verbal and written communication skills
Exceptional attention to detail
Adaptability and flexibility in a fast-paced, sometimes unstructured environment
Proficient in Microsoft Office and Salesforce
Demonstrated experience using AI tools and automation platforms to improve customer experience, streamline workflows, and drive efficiency
Tech-savvy and AI-curious experimental mindset with the ability to adopt and advocate for new technologies and systems
Central Time Zone preferred

Benefits

Comp & perks

Competitive salaries
Stock options
Medical coverage
Dental coverage
Vision coverage
Life coverage
Disability coverage
HSA with employer contribution
FSA
Paid parental leave
Medical travel benefits
401k plan
Flexible vacation policy
Lifestyle spending accounts