Client Success Manager

Job Title: Client Success Manager
Location: Remote

Classification:  Full Time
Reports To: VP of Financial Wellness

Compensation: $75,000-$80,000 plus 15% yearly discretionary bonus

Scheduled Hours: Monday-Friday: 8:00am-5:00pm

About Us:

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of America’s Best Large Employers in 2024.  HUB also won the Insurance Business America’s 5-Star Diversity, Equity, and Inclusion Award for the past two years.  Becoming a part of HUB means that you have the opportunity to thrive in a diverse, entrepreneurial, and fast-paced team environment supported by over 21,000 professionals in 600 offices across North America.

About HUB Retirement & Private Wealth (RPW): 

We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

Mission Statement:

We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States.   We provide financial peace of mind and top-of-class solutions, investments, administration, and service.  We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.

FinPath by HUB:

FinPath is HUB’s proprietary total workplace wellness solution for employers of all sizes. We are built around the mission of helping employees move from financial safety to financial freedom. By reducing financial stress in the workplace, FinPath supports both individual well-being and organizational performance.

Job Summary:

We are seeking a Client Success Manager (CSM) to join the FinPath Team. The selected individual plays a key role in strengthening client relationships, driving employee engagement with the FinPath program, and supporting internal operations that ensure seamless delivery and client satisfaction. This role requires a balance of strategic relationship management, proactive communication, and operational excellence.

Key Responsibilities:

• Client Engagement

• Develop, nurture, and manage strong client relationships to enhance satisfaction, increase adoption and engagement, and ensure long-term retention.
• Lead the client onboarding process, ensuring smooth implementation and timely program launches.
• Maintain accurate and up-to-date client information, correspondence, and activity records within the CRM system.
• Generate and analyze client reports to track success metrics and identify opportunities for improvement.
• Serve as the liaison between clients and internal teams, effectively documenting and communicating client requests, feedback, and priorities.
• Own the client renewal process, including contract discussions, timeline tracking, and proactive communication to secure continued partnerships.
• Represent FinPath at events, conferences, and client-facing functions.
• Travel as needed for onsite client visits, implementation meetings, benefits fairs, and presentations.
• Programmatically manage account escalations, past-due invoices, contracts, and service agreements in collaboration with internal stakeholders.

• Employee Engagement

• Partner with the Marketing and Client Success Teams to develop and execute strategies that increase employee participation in the FinPath program.
• Coordinate webinars, virtual events, and educational sessions to boost awareness and participation among employees.
• Drive participant and client engagement activities through targeted campaigns, events, and communications.
• Track and analyze client database usage to monitor adoptio