B

Benepass

B2B benefits platform with virtual cards

Senior Partner Success Manager

Full-TimeUpdated on 10/24/2026
$125k - $145k+ Variable compensation + Equity
Senior
Remote in USA
RemoteOccasional travel for partner meetings, events, and industry conferences.
Customer Experience & SupportCustomer Success

About the job

Requirements
  • At least 5 years of experience in partnerships, customer success, account management, channel management, implementation, or a similar client-facing role.
  • Experience in employee benefits, human resources technology, software as a service, fintech, benefits administration, or a related industry.
  • Demonstrated success managing strategic external relationships and senior stakeholders.
  • Experience leading implementations, onboarding programs, or complex cross-functional projects.
  • A track record of creating scalable processes, playbooks, templates, and operating practices.
  • Commercial orientation, including the ability to identify and support expansion opportunities while maintaining partner trust.
  • Comfort using data to assess account health, identify trends, and recommend actions.
  • Strong written and verbal communication skills, including the ability to facilitate executive-level conversations.
  • Strong organization, judgment, follow-through, and attention to detail.
  • Ability to operate independently, influence without authority, and bring structure to an evolving environment.
Responsibilities
  • Own a portfolio of strategic partners and build trusted relationships with their key stakeholders.
  • Develop partner success plans, communication cadences, regular check-ins, and business reviews.
  • Understand each partner’s business model, client base, goals, and operating needs.
  • Serve as the senior point of contact for partner questions, escalations, planning, and ongoing collaboration.
  • Identify opportunities to deepen relationships and increase the value Benepass provides to each partner.
  • Own the partner implementation experience from initial handoff through launch and ongoing optimization.
  • Define best practices for onboarding different partnership models, including health plans, digital health companies, benefits administrators, third-party administrators, human resources information systems platforms, and others.
  • Develop repeatable implementation frameworks, onboarding plans, project templates, checklists, timelines, and readiness criteria.
  • Create partner-facing and internal enablement materials that clarify roles, responsibilities, milestones, processes, and escalation paths.
  • Establish scalable workflows for partner onboarding, client introductions, implementation support, and post-launch engagement.
  • Identify opportunities to standardize, automate, and improve partner onboarding without losing a high-touch experience.
  • Coordinate cross-functional implementation workstreams and ensure commitments, risks, dependencies, and decisions are clearly documented.
  • Continuously evaluate onboarding performance and refine processes based on partner feedback, client outcomes, and internal learnings.
  • Develop and deliver partner training, webinars, workshops, office hours, and other enablement programs.
  • Ensure partners understand Benepass’s products, ideal customer profile, implementation process, and value proposition.
  • Support smooth handoffs between partner, Sales, Implementation, and Customer Success teams.
  • Monitor partner and referred-client performance, including activation, utilization, engagement, retention, satisfaction, and expansion opportunities.
  • Conduct regular performance reviews with partners and translate data into clear recommendations and action plans.
  • Identify risks early and coordinate timely resolution of partner or client issues.
  • Partner with Customer Success to ensure partner-referred clients achieve strong adoption and long-term value.
  • Identify opportunities to expand partnerships through additional clients, products, geographies, or benefit programs.
  • Act as the voice of the partner internally, surfacing recurring needs, operational issues, product feedback, and market opportunities.
  • Influence Product, Operations, Support, and Implementation priorities based on partner and client insights.
  • Build and maintain partner playbooks, standard operating procedures, reporting, and documentation.
  • Establish clear ownership and communication across teams involved in partner relationships.
  • Maintain accurate partner activity, health, opportunities, commitments, and next steps in Benepass’s customer relationship management and internal systems.
  • Help shape the operating model and best practices for Benepass’s growing partner ecosystem.
  • Travel occasionally for partner meetings, events, and industry conferences.
Desired Qualifications
  • Experience working with digital health companies, benefits consultants, professional employer organizations, third-party administrators, human resources information systems providers, or benefits-administration platforms.
  • Experience building or managing a channel, referral, marketplace, or strategic partner program.
  • Familiarity with spending accounts, and global health and wellness benefits.
  • Experience with Salesforce or another customer relationship management system, customer-success platform, or partner-management system.
  • Experience supporting integrations, fintech products, payments, or benefits technology workflows.

About the company

Benepass delivers a B2B benefits platform that helps companies manage and distribute employee perks such as health programs, wellness benefits, and professional development funds. It supports both virtual and physical cards and mobile wallets so employees can access benefits anytime, with employers setting rules for contributions, eligibility, and coverage; the platform collaborates with financial partners like Celtic Bank to issue the cards. Compared with competitors, Benepass emphasizes a simple, customizable experience, a user-friendly mobile app, and responsive customer service that helps employers and employees navigate benefits quickly. The goal is to streamline benefits administration, personalize employee perks, and improve morale and productivity by making benefits easier to use and tailor to each workforce.

Company Size

51-200

Company Stage

Series B

Total Funding

$74.3M

Headquarters

New York City, New York

Founded

2019

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Simplify Jobs

Simplify's Take

What believers are saying

  • January 2026 Series B raised $40 million from Centana, Portage, Threshold, and FoW.
  • June 2026 launches cut reimbursement decisions to 3-5 seconds and boosted instant approvals.
  • Benepass reports 250+ employers, 98% client retention, and 113 employees by May 2026.

What critics are saying

  • Workday native Wellness stack crowds out Benepass as enterprise buying centralizes in 2027.
  • FSA and HSA eligibility rules invite costly compliance errors, audits, and cardholder disputes.
  • WEX, Fidelity, and ADP undercut Benepass with bundled pricing.

What makes Benepass unique

  • Benepass owns card decisioning, reimbursements, and discovery across 90+ countries.
  • Workday named Benepass a Wellness partner in August 2025, validating enterprise distribution.
  • A financial ledger platform processed 4.5 million transactions and $1B+ in benefits.

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Benefits

  • Healthcare: We pay $430 per month toward your health insurance and fully cover dental and vision. You also get membership to OneMedical, Teladoc and Talkspace
  • Flexible, autonomous work: We’re remote first so live where you’re most happy. We come together in-person as a team 3-4 times per year.
  • Benepass perks: $500 to set up your home office, $100 per month for wellness, however you define it, $150 per month for home internet and cell phone, $150 per month for co-working

Growth & Insights and Company News

6 month growth

0%

1 year growth

-2%

2 year growth

0%
Benepass
Jun 16th, 2026
Benepass introduces New consumer payment standards for employee benefits.

Benepass introduces New consumer payment standards for employee benefits. Employees can tap, submit, and discover eligible benefits worldwide with fewer payment issues, faster reimbursements, and a more personalized experience. NEW YORK, NY (June 16, 2026) - Benepass, a global benefits capital management platform, today announced a series of product enhancements designed to bring the speed, transparency, and convenience of modern consumer payments to employee benefits. The updates improve the three ways employees use benefit dollars through Benepass: card payments, reimbursements, and personalized benefit discovery. Employees increasingly expect benefits to work as seamlessly as the financial tools they use every day. Yet many benefit experiences still rely on slow reimbursement workflows, confusing eligibility rules, and frustrating card declines. According to WTW's latest EX Intelligence Report, 84% of employees feel informed about their benefits, but only 61% are satisfied with their benefits experience. Benepass is closing that gap by delivering three flexible ways for employees to spend benefit funds globally: * The Benepass Card: Even more eligible purchases are approved in real time through Benepass' fully owned card decisioning technology, helping reduce false declines and create a smoother checkout experience. Employees can tap, swipe, or insert their card for consolidated pre- and post-tax spending on eligible purchases globally. * Near-Instant Claims Reviews: Employees submit receipts in any language and receive reimbursement decisions in as little as 3 to 5 seconds. Claims are auto-approved using AI-powered automated receipt review. Human specialists handle complex cases to ensure accuracy and compliance. * Personalized Benefits Hub: New enhancements rolling out to all customers this year will help employees discover relevant merchants and spending opportunities based on their goals. Improved search, curated content, seasonal promotions, embedded discounts, and targeted campaigns will make it easier to maximize available benefit dollars. Today, 86% of all transactions on the Benepass platform are approved instantly, through auto-substantiated card transactions and instantly approved reimbursements. These latest enhancements are expected to further increase these auto-approval rates. "We are witnessing a massive shift: employees no longer tolerate clunky corporate workarounds for benefits when the rest of their financial life happens instantly," said Mark Fischer, Co-Founder and Chief Product Officer at Benepass. "You can buy groceries in one tap or easily put a card on file to pay for a monthly subscription. Your health and wellness benefits should work exactly the same way. We're erasing the friction of false card declines and delayed payments so that modern benefits finally match modern consumer expectations." The enhancements reflect Benepass' broader vision of building a benefits platform that feels intuitive from the moment employees receive funds to the moment they spend them. By combining intelligent card approvals, near-instant claims reviews, and personalized discovery experiences, Benepass is creating a more modern and flexible way for employees around the world to use their benefits. Stay connected. Its team is committed to sharing stories that help People teams do their jobs and empower employees to get the most out of their benefits.

Tech Funding News
Jan 21st, 2026
Benepass bags $40M to help employers redesign benefits with unified capital management platform

Benepass, a benefits capital management platform founded in 2019, has raised $40 million in Series B funding led by Centana Growth Partners. Future of Work Partners, Portage Ventures and Threshold Ventures also participated. The company helps employers manage benefits spending whilst simplifying access for employees. Built on a financial ledger system, Benepass handles pre- and post-tax benefits across multiple currencies, automating fund distribution and integrating with payroll and HR software. Benepass now serves over 250 employers globally, managing more than $900 million in benefits funding and processing 4.5 million transactions. The company's revenue has more than doubled since early 2025. The funding will support expansion into enterprise customers and development of specialised health and financial benefits, including Health Savings Accounts.

AlleyWatch
Dec 8th, 2025
The AlleyWatch Startup Daily Funding Report: 12/8/2025

The alleywatch startup daily funding report: 12/8/2025. The latest venture capital, seed, pre-seed, and angel deals for NYC startups for 12/8/2025 featuring funding details for Cotto, Ply, and much more. This page will be updated throughout the day to reflect any new fundings. Benepass - $40M. Benepass, an all-in-one flexible benefits platform, has raised $40M in funding according to a recent SEC filing. The filing indicates that the round comes from five investors. Founded by Jaclyn Chen, Kabir Soorya, and Mark Fischer in 2019, Benepass has now raised a total of $74.7M in reported equity funding. Phia - $30M. Phia, an AI-powered agentic shopping platform, has raised $30M in Venture funding led by Notable Capital, Kleiner Perkins, and Khosla Ventures. Founded by Sophia Kianni and Phoebe Gates in 2022, Phia has now raised a total of $40.1M in reported equity funding. Opentrons - $20.1M. Opentrons, a robotic automation company for the life sciences industry, has raised $20.1M in funding according to a recent SEC filing. The filing indicates that the total offering is for $56.6M and there were two investors in this close. Founded by Eva Boratto, Nicholas Wagner, and Will Canine in 2014, Opentrons has now raised a total of $260.2M in reported equity funding. AlleyWatch is NYC's leading source of tech and startup news, reaching the city's most active founders, investors, and tech leaders. Advertise today Percapita - $15M. Percapita, a digital banking and money management platform for non traditional earners, has raised $15M in funding according to a recent SEC filing. The filing indicates that the total offering is for $24.5M and there were thirteen investors in this close. Founded by Alex Ehrlich in 2020, Percapita has now raised a total of $44.7M in reported equity funding. Marketing Evolution - $13.9M. Marketing Evolution, a marketing measurement and optimization platform, has raised $13.9M in funding according to a recent SEC filing. The filing indicates that the round comes from six investors. Founded by Rex Briggs in 2000, Marketing Evolution has now raised a total of $76.6M in reported equity funding. You are seconds away from signing up for the hottest list in NYC tech! Ply - $8.5M. Ply, an inventory and procurement platform built for the building trades, has raised $8.5M in Venture funding led by Ferguson Ventures. Founded by Dave Wigder and Darion Miller in 2022, Ply has now raised a total of $14.2M in reported equity funding. Antioch - $4.25M. Antioch, a platform for testing and validating autonomous robotics systems, has raised $4.25M in Pre-Seed funding led by A*. Antioch was founded by Harry Mellsop, Alex Langshur, Colton Swingle, and Collin Schlager in 2025. Medicovestor - $3.2M. Medicovestor, a biotech company focused on antibodies to develop precision medicine, has raised $3.2M in funding according to a recent SEC filing. The filing indicates that the total offering is for $4.1M and there were sixty investors in this close. Medicovestor was founded by Seah Lim in 2021. AlleyWatch is NYC's leading source of tech and startup news, reaching the city's most active founders, investors, and tech leaders. Advertise today MONSE - $1.75M. MONSE, a women's fashion brand, has raised $1.75M in funding according to a recent SEC filing. The filing indicates that the total offering is for $3M and there were six investors in this close. MONSE was founded by Fernando Garcia and Laura Kim in 2015. Cotto - $250K. Cotto, a cottage cheese dip brand, has raised $250K in funding according to a recent SEC filing. The filing indicates that the total offering is for $500K and there were four investors in this close. Cotto was founded by Kendall Kransdorf in 2025.

Newfront
Oct 28th, 2025
Webinar | Navigating the OBBB: Key Insights with Newfront

Webinar | navigating the OBBB: key insights with Newfront. San Francisco - Oct. 21, 2025 - Newfront Lead Benefits Counsel Brian Gilmore joined Employee Benefit News (EBN) and Megan Burns, Lead Benefits Solutions Consultant from Benepass, to discuss how the One Big Beautiful Bill is transforming benefits administration for employers, HR teams, and consultants. The webinar covers topics such as DCFSA, HSA, educational assistance, and Trump Accounts. The information provided here is of a general nature only and is not intended to provide advice. For more detail about how this information may be treated, see its General Terms of Use.

StockTitan
Aug 28th, 2025
Benepass Named a Strategic Workday Wellness Partner to Streamline and Improve Modern Wellbeing Benefits

Workday (NASDAQ: WDAY) has announced a strategic partnership with Benepass, making the spending accounts administrator a Workday Wellness partner for financial benefits.