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K – Client Success Manager

Confirmed live in the last 24 hours



201-500 employees

Automated investing and savings platform

Data & Analytics
Financial Services
Real Estate

Compensation Overview

$95k - $105kAnnually

+ Equity Package + Company Incentive Bonus


New York, NY, USA

Customer Success
Customer Success & Support
Required Skills
  • 4+ years of experience in a Client Success or Account Management role managing a book of business of SMB or Mid-market accounts aligned to helping clients achieve 401(k) plan goals and objectives
  • Proven ability to retain clients through risk mitigation, goal alignment, and helping Plan Sponsors maximize their products and offerings
  • Proven ability to grow client relationships and maximize revenue
  • Effective client stakeholder management ranging from HR Operations all the way up to resonating with VP and C-Suite level
  • Excellent communication skills including the ability to present to broad audiences on complex topics like retirement and other financial subjects
  • Enthusiasm for a client driven organization and environment
  • Experience in retirement services and 401(k) administration is required
  • Delight and retain a scaled book of business for key advisor clients and plan sponsors
  • Serve as day-to-day contact for plan inquiries and issues ensuring to resolve things in a timely manner
  • Align with clients on the retirement and financial outcomes they are trying to achieve for their employees and assist in outlining a roadmap for success
  • Deliver retirement plan expertise, education, and guidance to clients and their employees
  • Drive participation within your client’s plan focusing on: educational sessions, key collateral to influence rollovers, and thoughtful 401(k) plan design
  • Anticipate client risks and strategize ways to mitigate churn
  • Uncover opportunities to expand the client’s usage of Betterment’s suite of offerings
  • Contribute to a cross functional workplace by working alongside Product, Marketing, Engineering, Compliance and Sales teams to help focus other departments on VOC (voice of customer)
  • Perform regular strategy sessions with clients to stay on top of their goals and objectives

With a focus on democratizing investing through automated, expert-built portfolios and high-interest cash accounts, this company is an attractive place to work for those who value transparency and efficiency in financial solutions. Employees have the opportunity to contribute to cutting-edge financial tools that offer adjustable risk profiles and reward users for everyday spending, reflecting a commitment to both technological advancement and user-centric innovation in the financial industry.

Company Stage

Series F

Total Funding



New York City, New York



Growth & Insights

6 month growth


1 year growth


2 year growth