---
title: 'Sr. Manager, Customer Success at Benepass'
canonical: 'https://feeny.ai/job/sr-manager-customer-success-benepass-united-states-tkfqans5n5es'
type: 'job'
last_seen: '2026-09-07'
---

# Sr. Manager, Customer Success at Benepass

- **Company:** Benepass
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-07-17
- **Last confirmed live:** 2026-09-07
- **Apply:** https://jobs.ashbyhq.com/benepass/03d0c83f-1015-461e-b347-8202e67c7754

## 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 the Senior Manager, Client Success, you will lead our SMB and Mid-Market Customer Success organization, reporting directly to the Head of Customer Operations. You'll be responsible for leading a team of six Customer Success Managers overseeing approximately $5M in Annual Contract Value.

Your primary responsibility is maintaining and building a high-performing Customer Success team that delivers exceptional customer outcomes while driving retention, growth, and operational excellence. You'll coach and develop CSMs, establish scalable operating rhythms, and partner cross-functionally to continuously improve the customer experience.

This role requires equal parts people leadership, customer strategy, and operational execution. You'll serve as the primary escalation point for your segment while partnering closely with Sales, Implementation, Technical Account Management, Customer Experience, Product, Engineering, and Business Operations to ensure our customers realize maximum value from Benepass.

As Benepass continues to scale, this leader will play a critical role in evolving how Customer Success operates. We're looking for someone who is AI fluent and excited to rethink traditional Customer Success workflows by leveraging AI, automation, and scalable processes to deliver exceptional customer experiences while improving team efficiency and maintaining strong unit economics.

## WHAT YOU'LL DO

- Lead, coach, and develop a team of Customer Success Managers through regular 1:1s, performance management, and career development.
- Own team performance across customer retention, renewals, customer health, product adoption, and expansion pipeline generation.
- Partner with CSMs on strategic customer relationships, executive conversations, and complex customer escalations.
- Establish scalable operating rhythms for account reviews, renewal forecasting, health monitoring, and portfolio management.
- Champion the adoption of AI and automation across the Customer Success organization by identifying opportunities to eliminate manual work, improve customer experiences, and enable the team to scale without sacrificing service quality.
- Analyze customer and team performance data to identify trends, coaching opportunities, and process improvements.
- Partner with Sales to ensure successful customer transitions and identify expansion opportunities.
- Collaborate with Implementation, Technical Account Management, Customer Experience, Product, and Engineering to deliver an exceptional end-to-end customer experience.
- Build and improve playbooks, customer journeys, and operational processes that enable the team to scale efficiently.
- Serve as the voice of the SMB and Mid-Market customer internally by advocating for customer needs and communicating product feedback.
- Help recruit, onboard, and develop future Customer Success talent as the organization continues to grow.

## ABOUT YOU

- You love developing people and helping teams perform at their highest level.
- You balance empathy with accountability and enjoy coaching through both successes and challenges.
- You're highly organized and operationally minded, with a passion for building scalable processes.
- You're comfortable making data-driven decisions while maintaining a strong customer-first mindset.
- You enjoy experimenting with AI tools, automation, and new ways of working, and you know how to translate those innovations into practical improvements for both customers and internal teams.
- You thrive in fast-paced startup environments where priorities evolve quickly.
- You're an exceptional communicator who can build trust with customers, teammates, and executive stakeholders alike.

## REQUIREMENTS

- 7+ years of experience in Customer Success, Account Management, or other customer-facing SaaS roles.
- 3+ years of experience managing Customer Success or Account Management teams.
- Proven track record of driving customer retention, renewals, and team performance.
- Experience coaching and developing high-performing customer-facing professionals.
- Strong analytical skills with experience using customer health metrics and performance data to drive decisions.
- Demonstrated ability to partner cross-functionally across Sales, Product, Engineering, Support, and Operations.
- Demonstrated experience leveraging AI, automation, or workflow tooling to improve team productivity, customer experience, or operational efficiency.
- Experience managing executive-level customer relationships and customer escalations.
- Experience working in SaaS, HR Tech, fintech, healthcare, or employee benefits is preferred.

## BONUS SKILLS

- Experience leading SMB and Mid-Market Customer Success organizations.
- Previous startup or high-growth company experience.
- Experience building Customer Success operating models, health scoring, or scaled customer programs.
- Direct experience in the employee benefits space.

## COMPENSATION

- $150,000 to $170,000 base salary + equity

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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