Rockefeller Philanthropy Advisors is hiring a Mid-Market Customer Success Manager to help organizations enhance their employees' mental health and wellness. In this role, you will be instrumental in driving the adoption of an innovative wellness platform, managing a substantial portfolio of mid-market accounts from onboarding through renewal.
What You'll Do
- Manage a portfolio of 70+ mid-market customer accounts, focusing on engagement, retention, and renewal.
- Build strong relationships with client stakeholders, acting as their strategic advisor and internal advocate.
- Lead implementation calls, business reviews, and renewal discussions, driving tailored engagement strategies.
- Analyze adoption data and collaborate with clients to align on wellness goals and KPIs.
- Own the end-to-end renewal process, including pricing, quotes, and forecasting.
- Identify at-risk accounts and proactively address issues such as low usage or limited sponsorship.
- Support Calm Health implementations through technical configuration and coordination with internal teams.
- Become a subject matter expert on wellness trends and product capabilities to advise clients effectively.
What We're Looking For
- Minimum 3 years in Customer Success, Account Management, or a similar client-facing role.
- Experience handling renewals, including pricing discussions and forecasting.
- Excellent organizational skills and ability to manage multiple tasks across a dynamic book of business.
- Strong communication skills—verbal, written, and presentation—with a customer-centric approach.
- Comfortable using Salesforce and analytics tools like Tableau to track engagement and performance.
- Collaborative and proactive team player with a “roll-up-your-sleeves” mentality.
- Ability to lead strategic initiatives such as lifecycle mapping and customer feedback programs.
Nice to Have
- Experience in healthcare, benefits, or wellness tech environments.
- Exposure to project/change management.
Technical Stack
- Salesforce
- Tableau
Benefits & Compensation
- Equity grant and 401(k) plan.
- Flexible time off policy with additional paid holidays.
- Comprehensive health, dental, and vision coverage.
- Remote-first work structure with consideration for candidates based in New York City or Minneapolis.
- Inclusive and purpose-driven team culture focused on well-being and impact.
- Compensation: $97,200–$148,500 OTE, depending on location and experience.
Work Mode
This position operates on a hybrid model and is open to candidates in Minnesota or New York, USA.
Rockefeller Philanthropy Advisors is an equal opportunity employer.
