BrightPlan partners with employers to help employees achieve financial wellness through digital goals-based planning, tailored education, and access to fiduciary advisors.


BrightPlan guides each employee to identify their unique financial goals and creates a plan to achieve them. Personalized advice sets employees up to become and stay financially well. With tailored financial education, employees better understand and maximize corporate benefits, increasing employee engagement and retention.


The BrightPlan Client Success team plays a critical role. Our customers trust us with their employees and count on us to guide them with great advice. When customers have questions about delivering Financial Wellness in any stage of the process, we go above and beyond to provide clear answers to their questions, delivered in a friendly, professional way.


We are seeking a Customer Success Manager to join our team. If you wish to be a part of a growing company, love personal finance and technology, and enjoy serving customers and clients, we'd like to hear from you.


Why Work Here? Awesome Team, Experienced Leadership, Exciting Mission, Competitive Salary, Annual Bonus, Generous Equity, 401k Employer contribution, Flexible PTO, Option to Work from Home 3 days a week



The Customer Success Manager will own customer engagement. This role includes responsibilities for customer on-boarding, support, services, adoption, advocacy, retention and renewals.


As a member of our Sales & Marketing team, you will be responsible for the success and satisfaction of our Financial Wellness Customers.  You will work closely with our team to manage Financial Wellness program rollouts and all supporting activities. 


You will:

§ Be the main point of contact between BrightPlan and a number of enterprise accounts

§ Coordinate and participate in client meetings

§ Understand customer outcomes by communicating with customers, analyze customer health metrics, and gather other feedback

§ Represent the voice of the customer to provide input into every core product, marketing and sales process

§ Collaborate closely with team members to support renewals and expansion opportunities

§ Serve as the primary contact for the onboarding of new customers, the training of platform end users, as well as post go-live support

§ Develop project plans and facilitate resolution of all issues to reach project goals

§ Mange and communicate ongoing changes in tasks, goals, or performance

§ Develop, manage, and evaluate multiple project timelines, their resources, and their scope

§ Apply project management principles and tools to reduce risk, improve outcomes and enhance communication

§ Monitor and report project progress and results to ensure that projects meet expectations and deadlines

§ Collaborate with the engineering and development team to set up or configure our software platform as per customers’ requirements and troubleshoot technical issues raised by customers

§ Gauge customers’ levels of engagement with BrightPlan and provide feedback to the other teams regarding product and service improvements

§ Provide insights to customers to ensure that they get the most out of the platform with the aim of helping grow employee enrollment.




o Bachelor's degree or equivalent experience

o Prior experience managing Fortune 1000 customers 

o Ability to build rapport with customers

o Ability to prioritize and multitask

o Excellent written and verbal communication skills

o Positive and professional demeanor


We need you to be eligible for permanent employment by any employer in the US, and we are not accepting agency referrals.

This position has been filled. Would you like to see our other open positions?