Sr. Account Management Associate

About the Role

We're seeking a Sr. Account Management Associate to own the onboarding and ongoing success of employers with fewer than 3,000 employees. In this role, you'll help employers launch quickly, navigate our Employer Portal, and access the tools and resources they need to successfully promote their Rula benefit. You'll serve as the primary point of contact for a portfolio of employers, ensuring they have a seamless experience from onboarding through long-term engagement.

You'll partner closely with Broker Partnerships, Marketing, Product, and Operations to deliver customized communications, support employer campaigns, answer questions, and identify opportunities to increase awareness and utilization of the Rula benefit. If you're energized by building relationships, solving problems, and creating exceptional customer experiences at scale, we'd love to meet you.

Required Qualifications

3+ years of experience in customer success, account management, implementation, onboarding, client services, or another customer-facing role

Experience working in a B2B organization, preferably within employee benefits, healthcare, insurance, HR technology, or SaaS

Experience partnering with employee benefits brokers, consultants, or other channel partners to support employer clients and drive successful customer outcomes

Experience managing a portfolio of customer relationships and serving as a trusted point of contact throughout the customer lifecycle

Excellent written and verbal communication skills, with the ability to communicate professionally and confidently with external business partners

Preferred Qualifications

While having the preferred qualifications enhances your candidacy, having all of them is not mandatory. We encourage all interested applicants to apply, even those who may not meet every preferred requirement.

1+ years experience working in a high-growth startup or rapidly scaling organization

Experience with a CRM (eg: Salesforce) systems and understands how to manage a sales pipeline and forecasting

Experience managing a high-volume portfolio of customers while consistently meeting service level expectations

Experience identifying operational improvements and helping scale customer success or onboarding processes

We're serious about your well-being! As part of our team, full-time employees receive:

100% remote work environment: Working hours to support a healthy work-life balance, ensuring you can meet both professional and personal commitments (must be based in United States, currently not hiring in Hawaii)

Attractive pay and benefits: Full transparency of pay ranges regardless of where you live in the United States

Comprehensive health benefits: Medical, dental, vision, life, disability, and FSA/HSA

401(k) plan access: Start saving for your future

Generous time-off policies: Including 2 company-wide shutdown weeks each year for self-care (for most employees)

Paid parental leave: Available for all parents, including birthing, non-birthing, adopting, and fostering

Employee Assistance Program (EAP): Supporting your mental and physical health

Quarterly department stipend: Fun team-building activities or in-person gatherings

Community and employee resource groups: Participate in groups that celebrate employee identity and lived experiences, fostering a sense of community and belonging for all

Home office stipend: New hire home office stipend & $50 monthly stipend to help cover internet or cell phone expenses

Wellness at Rula program: Year-round wellness initiatives and a $50/month wellness stipend

Our team

We believe that diversity, equity, and inclusion are fundamental to our mission of making mental healthcare work for everyone. We are dedicated to having a culture of inclusion that will support our employees in feeling safe, seen, heard, and valued.

Skills Required
3+ years of experience in customer success, account management, implementation, onboarding, client services, or another customer-facing role
Experience working in a B2B organization, preferably within employee benefits, healthcare, insurance, HR technology, or SaaS
Experience partnering with employee benefits brokers, consultants, or other channel partners to support employer clients and drive successful customer outcomes
Experience managing a portfolio of customer relationships and serving as a trusted point of contact throughout the customer lifecycle
Excellent written and verbal communication skills, with the ability to communicate professionally and confidently with external business partners
1+ years experience working in a high-growth startup or rapidly scaling organization
Experience with a CRM (eg: Salesforce) systems and understands how to manage a sales pipeline and forecasting
Experience managing a high-volume portfolio of customers while consistently meeting service level expectations
Experience identifying operational improvements and helping scale customer success or onboarding processes