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Wagmo

Pet insurance and preventive wellness plans

Senior Customer Success Director - Strategic Accounts

Account ManagementPosted on Nov 12
Full-timeNew York, NY, USA$160k - $175k /yrIn-person

About the Job

Requirements

  • At least 8 years of experience in B2B/SaaS customer success, account management, or client services, including at least 3 years owning a named strategic book with retention and expansion targets.
  • A proven track record of meeting and exceeding net revenue retention (NRR) targets across strategic accounts, with account-by-account examples.
  • Demonstrated success driving adoption and enrollment for products where the customer controls rollout, such as benefits, human resources technology, or similar employee-facing programs.
  • Experience working with Fortune 500 or large-enterprise human resources, Benefits, and Total Rewards leaders, and with brokers or consultants in a regulated, cyclical buying environment.
  • Credibility with vice president- and C-level stakeholders, including the ability to deliver difficult messages with supporting data and a plan.
  • Ability to build account-health views from enrollment, claims, and engagement data and explain the drivers of trends.
  • Ability to identify churn and contraction risk 6–12 months ahead and turn around at-risk accounts.
  • Ability to partner with Sales, Implementation, Marketing, and Product while remaining engaged with the account and not micromanaging partners.
  • Strong forecasting and operating discipline across renewal, expansion, and enrollment health.
  • Experience with customer relationship management and customer success tools such as Salesforce, Gainsight, or similar tools.
  • Recognition for retention, expansion, or account growth, such as President's Club, CSM of the Year, or equivalent.

Responsibilities

  • Own post-sale relationships for a named book of enterprise accounts from onboarding through enrollment, engagement, expansion, and renewal.
  • Manage post-sale onboarding and partner with the onboarding team to ensure first-year enrollment success.
  • Build and maintain a strategic account plan for every account, refreshed at least quarterly, with owners, risks, goals, and next steps; conduct quarterly business reviews to review results, risks, and engagement and enrollment opportunities.
  • Serve as the senior trusted point of contact across client human resources, Benefits, Total Rewards, Finance, and broker teams, building relationships across multiple stakeholders so no account depends on a single champion.
  • Track and improve employee engagement with the benefit, including active-user rate, wellness plan usage, claims activity, app and portal activity, and satisfaction measured by NPS or CSAT.
  • Translate account data into a clear client value story covering employee sentiment, retention and recruiting impact, and benefit return on investment.
  • Own renewal and expansion, hold each account to a net revenue retention target, and develop plans for expanded eligible populations, additional coverage tiers, and new product offerings.
  • Track renewal timelines and account health at least 12 months in advance.
  • Build a return-on-investment narrative grounded in each account's enrollment and utilization data, and lead renewal negotiations with the rigor of a new-business close.
  • Pursue multi-year renewals and secure references, case studies, and executive sponsors from healthy accounts.
  • Own the percentage of eligible employees enrolled as a leading indicator of account health and hold each account to its target.
  • Partner with Marketing to build and execute a year-round enrollment and communications calendar with the client's human resources and Communications teams.
  • Diagnose low-enrollment risk early and intervene with a specific plan and date.
  • Partner with Implementation on every launch and Sales on every handoff while remaining the single accountable owner of the relationship.
  • Represent client interests to Product, Marketing, and Finance, and turn recurring account feedback into roadmap and process improvements.
  • Forecast accurately across enrollment and engagement health, renewal, and expansion, using evidence for each motion.
  • Build and share account-planning, enrollment, quarterly business review, risk-escalation, and renewal playbooks that raise the bar for the Customer Success team, and mentor customer success managers in using them.

Desired Qualifications

  • Experience in pet insurance, voluntary benefits, or employee benefits administration.

About the Company

Wagmo

Pet insurance and preventive wellness plans

Wagmo offers pet insurance and wellness plans for cats and dogs. Wellness plans reimburse preventive care like annual vet visits, grooming, and 24/7 telemedicine, with over $1,100 in annual reimbursements. Insurance plans cover accidents and illnesses, potentially up to 100% of costs in some states after deductible, with coverage underwritten by National Specialty Insurance Company and Wagmo operating as the licensed agency. It differentiates by bundling preventive and emergency coverage and expanding reach through partnerships, aiming to help pet owners manage routine and unexpected veterinary costs with accessible, customer-focused service.

Company size
51-200
Company stage
Early VC
Total funding
$24.4M
Headquarters
New York City, New York
Founded
2017

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