---
title: 'Senior Customer Success Manager at Benepass'
canonical: 'https://feeny.ai/job/senior-customer-success-manager-benepass-united-states-6ndr2hjh9eg3'
type: 'job'
last_seen: '2026-09-07'
---

# Senior Customer Success Manager at Benepass

- **Company:** Benepass
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-04
- **Last confirmed live:** 2026-09-07
- **Apply:** https://jobs.ashbyhq.com/benepass/ec836a48-415f-4cae-9988-ad6c34e86a0c

## Job description

## ABOUT US

At Benepass we're making benefits easy. We believe people are the most important asset to any company. Traditional one-size-fits-all benefits packages no longer cut it in today's hybrid and remote-first environment. With Benepass, companies can tailor their benefits to the unique needs of their workforce.

Through our easy-to-use and highly customizable fintech platform, People teams can implement, administer, and track the benefits that meet employees where they are. Employers design their benefits and perks plan by setting a contribution amount and eligible spend categories. Every employee has their own individual definition of wellness and needs different things to help them be their most productive, fulfilled self.

## OUR MISSION

Helping companies reimagine how companies take care of their people.

## OUR INVESTORS

We are backed by leading investors, including Centana Growth Partners, Portage Ventures, Threshold Ventures, Gradient Ventures, Workday Ventures, and Clocktower Technology Ventures. To date, the company has raised approximately $75 million in equity capital.

## ARTICLES

- Founder Story - Jaclyn Chen https://bit.ly/3FpQ0ti
- Benepass Raises $40M Series B https://getbenepass.com/blog/benepass-raises-40m-series-b-to-help-employers-redesign-benefits-for-rising-healthcare-costs

## CANDIDATE RESOURCES

- Benepass | Candidate Resource Page https://docs.google.com/document/d/1_OTFvktl-2SoxPn_tkZzyHECSKM0V14hVZOy1ZdZ8zE/edit?usp=sharing
- Benepass Listed on Inc. Magazine's Best Workplaces of 2023 https://bit.ly/3EAXv0Q

## TEAM & ROLE

As a Senior Customer Success Manager, you will manage a portfolio of customers, reporting directly to our Head of Customer Operations, Aileen Palmer. We are hiring two Senior Customer Success Managers: one to support our SMB customer segment and one to support our Midmarket customer segment. While both roles share the same core responsibilities, the size and complexity of the assigned book of business will vary.

You will be responsible for managing and nurturing client relationships to ensure customer satisfaction, retention, and growth.

This role involves working closely with customers to understand their needs, providing tailored solutions, and ensuring they derive maximum value from our products. Depending on your experience and assigned portfolio, you'll partner with organizations ranging from growing SMBs to more complex midmarket customers. In addition to owning a book of business, the Senior Customer Success Manager will contribute to the continuous improvement of our processes by collaborating with Product, Sales, Engineering, Support, and Strategic Alliances teams.

Currently, our Customer Success team is composed of:

- 8 Customer Success Managers

It's an exciting time to join our Customer Success team as we continue to grow. This is a fantastic opportunity to shape and influence customer success processes while working with an innovative team. Whether your experience is managing high-volume SMB accounts or building strategic partnerships with mid-market customers, we'd love to hear from you!

## WHAT YOU'LL DO AT BENEPASS

- Manage a portfolio of SMB and/or mid-market clients through all stages of the customer lifecycle, from onboarding to ongoing success planning
- Drive admin platform education and adoption by providing regular check-ins, product training, and best practice guidance
- Identify growth opportunities within your accounts and collaborate with sales on upsell and expansion strategies
- Monitor customer health metrics and proactively address at-risk accounts
- Gather and communicate customer feedback to product and engineering teams to help shape our roadmap
- Develop scalable processes and resources tailored to the unique needs of SMB clients

## ABOUT YOU

- You are relationship-focused and enjoy helping customers achieve their goals
- You're organized and efficient, able to manage multiple accounts simultaneously while providing personalized service
- You're a clear communicator who can translate product features into business benefits
- You're adaptable and thrive in a fast-paced startup environment

## REQUIREMENTS

- 3-6 years of experience in customer success or account management in SaaS, startup, healthcare, or the benefits space
- Direct experience working in the the benefits space
- Proven track record of managing and growing SMB and/or midmarket customer accounts
- Demonstrated ability to analyze data and business insights to influence stakeholder decision-making
- Ability to interact with customer teams at various levels of technical and non-technical depth, and across multiple levels from end users through C-level stakeholders
- Experience working with cross-functional teams and communicating common customer behaviors to the sales, marketing, and product teams

## BONUS SKILLS

- Previous start-up experience

## COMPENSATION

$100,000-130,000 + Equity + Variable Compensation

RANGE(S) IS SUBJECT TO CHANGE. BENEPASS TAKES A NUMBER OF FACTORS INTO ACCOUNT WHEN DETERMINING INDIVIDUAL STARTING PAY, INCLUDING MARKET COMPARABLES, INTERVIEW PERFORMANCE, PEER COMPENSATION, AND YEARS OF EXPERIENCE.

## WHAT WE OFFER

- 95% coverage of medical, dental, and vision
- Fantastic benefits (of course 😃), including:
- $250 WFH setup (one time)
- $500/year Learning & Development Benefit
- $150/month cell phone + internet
- $100/month Wellness
- $100/month Co-working and Commuter Benefit
- We offer several team onsites a year
- Flexible PTO

At Benepass, we are working towards reimagining how companies take care of their people. We are committed to creating an inclusive environment for all our employees and are seeking to build a team that reflects the diversity of the people we hope to serve with our revolutionary products. Benepass is proud to be an equal-opportunity employer.

## About Benepass

## Company Overview
- **One-liner**: Benepass provides a card-first platform for companies to flexibly fund, manage, and distribute personalized employee benefits and lifestyle spending accounts globally.
- **Entity Type**: Private (Series B)
- **Headquarters**: New York, New York, United States
- **Founded**: 2020
- **Founders**: Not publicly listed (Y Combinator alumni)

## Core Business
- **Primary industry/industries**: Human Resources Services, Employee Benefits Technology, Fintech
- **Target customers**: B2B – Mid-market and Enterprise companies looking to modernize and personalize their employee benefits programs.
- **Mission or purpose statement**: "Our mission is to partner with companies to distribute meaningful, personalized benefits at scale. Every employee should feel that their company looks out for their professional and personal well-being." [getbenepass.com](https://getbenepass.com/about)

## Products & Services
- **Benepass Platform (SaaS + Fintech)**: A unified platform that combines a physical and virtual VISA card with an admin dashboard. Companies can fund various benefit categories, and employees can spend flexibly. The platform supports:
    - **Pre-Tax Benefits**: Health FSA, Dependent Care FSA, Health Savings Accounts (HSA), Commuter Benefits (Parking & Transit), Health Reimbursement Arrangements (HRA).
    - **Lifestyle Spending Accounts (LSAs)**: Customizable accounts for wellness, food, family/childcare, work-from-home, professional development, and more.
    - **HSA Investing**: An integrated, low-minimum investing experience for Health Savings Accounts. [getbenepass.com](https://getbenepass.com/)

## Market Standing
- **Valuation/Market Cap**: Not disclosed.
- **Key Metric**: Total Funding of **$54.7M**. Recent Annual Revenue is estimated at **$1.4M** (based on LinkedIn data).
- **Notable Investors/Partners**: Y Combinator, Gradient, Threshold, Centana Growth Partners, Clocktower Technology Ventures, Portage Ventures. [linkedin.com](https://www.linkedin.com/company/benepass)
- **Growth Signals**:
    - **Series B Funding**: Raised **$40M in Series B** funding announced on **March 18, 2026**, to help employers redesign benefits for rising healthcare costs. [getbenepass.com](https://getbenepass.com/)
    - **Rapid Headcount Growth**: 99 employees with **+69.7% yearly growth** (+46 people). [linkedin.com](https://www.linkedin.com/company/benepass)
    - **Strong Engagement**: Reports **98% client retention** and **98% engagement rates** among users. [getbenepass.com](https://getbenepass.com/)
    - **Global Reach**: Operates in **90+ countries** and has funded **over $1B in global benefits**. [getbenepass.com](https://getbenepass.com/)
    - **High Transaction Volume**: **6M+ card transactions** supported. [getbenepass.com](https://getbenepass.com/)

## Competitive Advantages
- **Card-First Fintech**: Proprietary fintech infrastructure with a physical and virtual VISA card, enabling **80% of spending on card** and **86% instant approval rates**, significantly reducing admin overhead.
- **Global Flexibility**: The platform is designed for global teams, allowing companies to offer equitable benefits in **over 200 countries** from a single platform.
- **High Client Retention**: A **98% retention rate** indicates a sticky product and strong customer satisfaction.
- **Admin Efficiency**: Clients report a **67% reduction in LSA administration costs** and save **3-5 hours of admin time per week**. [getbenepass.com](https://getbenepass.com/)

## Strategic Focus
- **Expanding Platform for Healthcare Costs**: The most recent $40M Series B (March 2026) is specifically aimed at helping employers better control healthcare spending and expand employee choice, signaling a major push into the healthcare benefits space. [getbenepass.com](https://getbenepass.com/)
- **Product Innovation**: Continuously adding new features like integrated HSA investing and new LSA categories to stay ahead of market needs.
- **Enterprise Growth**: With a growing enterprise sales team (Head of Enterprise Sales, Director of Strategic Accounts), the company is clearly targeting larger clients.

## Why Work Here
- **Culture & Mission**: The company is driven by a mission to help companies take care of their people. Core values include "Collaborate with integrity," "Build for the future," "Own the outcome," and "Respect the opportunity." [getbenepass.com](https://getbenepass.com/careers)
- **Remote-First with In-Person Connection**: Benepass is a **remote-first team** operating across all U.S. time zones. They come together in-person **3-4 times per year** as a team. [getbenepass.com](https://getbenepass.com/careers)
- **Strong Employee Perks (They practice what they preach)**:
    - $250 to set up your home office.
    - $100 per month for wellness.
    - $150 per month for home internet and cell phone.
    - $430 per month toward health insurance, plus fully covered dental and vision.
    - Memberships to OneMedical, Teladoc, and Talkspace. [getbenepass.com](https://getbenepass.com/careers)
- **High Growth Environment**: With **+69.7% yearly headcount growth** and **9 active job postings (+125% yearly growth)**, this is a fast-scaling company offering significant career growth opportunities. [linkedin.com](https://www.linkedin.com/company/benepass)
- **Team & Hiring**: The company is actively hiring for technical (Staff Software Engineer, Lead Security Engineer), product (Staff Product Manager), and operational roles (Implementation Manager, GRC Analyst). [jobs.ashbyhq.com](https://jobs.ashbyhq.com/benepass)

## Sources
1. [getbenepass.com - Homepage](https://getbenepass.com/)
2. [getbenepass.com - About Page](https://getbenepass.com/about)
3. [getbenepass.com - Careers Page](https://getbenepass.com/careers)
4. [jobs.ashbyhq.com - Benepass Jobs](https://jobs.ashbyhq.com/benepass)
5. [linkedin.com - Benepass Company Profile](https://www.linkedin.com/company/benepass)

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