Customer Success Manager

Customer Success Manager

Dallas, Texas

Take Command is a start-up on a mission to improve the healthcare system, starting with health insurance. Pragmatically speaking, we help employers reimburse employees for individual insurance instead of offering a traditional one-size-fits-all group plan. We believe this model can empower employees (when they have the right support) to be savvy healthcare consumers and have a transformative impact on the entire healthcare system.

Let's be honesthealth insurance is usually a confusing, frustrating, and even emotional experience for people. We want to fix that with a new model, great technology, and a superior user experience. We have made a great start, but we need your help to fully realize our long-term vision.

About the CSM (Benefits Partner)

We've spent a lot of time learning about our customers - who they are and what is important to them. Now, as Take Command serves larger employers with more sophisticated needs and dynamic workforces, we are expanding our Client Partnership Team. The Benefits Partner (BP) serves as the operational owner of the client experience, ensuring our clients successfully implement, adopt, and operate their ICHRA program. As the trusted ICHRA partner to our clients, the BP provides strategic guidance, drives onboarding, monitors client health, and identifies risk early. The BP acts as the voice of the client internally, advocating for product and service enhancements to strengthen the overall client experience. This role is critical to ensuring our clients feel supported, confident, and fully able to run a successful ICHRA program.

Primary Responsibilities:

• Serve as the client's trusted ICHRA partner, delivering operational guidance and best practices that drive effective program execution and sustained adoption
• Lead onboarding execution and ongoing administrative training, ensuring clients are fully enabled to operate their ICHRA program effectively and confidently
• Monitor client health and proactively identify risk, ensuring an accurate health and retention forecast, and partnering with Account Managers to support renewal readiness
• Provide operational insights into business reviews, including ICHRA trends, best practices, and seasonal insights
• Serve as the voice of the client internally, providing feedback on product and ICHRA program insights that result in actionable product and service enhancements
• Lead escalations and cross-functional issue mitigation, ensuring timely resolutions while maintaining client trust and confidence

Compensation: $65,000-$75,000 base salary + 35% variable

Working at Take Command

• A generously funded ICHRA for medical, dental, and vision premiums and medical expenses. You get to use our own product and we think that's so exciting and rare!
• Unlimited personal vacation in addition to regular company holidays.
• 401(k): 90-day eligibility for 4% match that vests over 4 years with a one year cliff!
• We have two beautiful offices in Richardson, Texas (City Line) and Austin, Texas. The kitchen is well-stocked and we've designed the space to have lots of different areas to work--lounge on the couch, stand near your colleague at a kiosk desk or hole up in one of our phone rooms!
• Competitive parental leave for new parents.
• Up to two paid days of Paw-ternity leave. We recognize that pets are family too - and supporting life outside of work (including four-legged members) matters!
• ClassPass corporate membership with access to over 73,000 fitness and wellness options.
• Flexible on where you work we believe in the power of connecting with intention! While we hope to see you around the office on a regular basis, you also have the ability to work from home some when you need to get focus work done.

More About Us

We secured our Series B funding in 2023 and are thrilled to be able to expand our team. Despite being a small startup in a land of health insurance giants, we're the recognized industry leader for what we do (health insurance reimbursements) and passionate about bringing it to market because we know we can help fix a broken system and improve our clients' wellbeing and health outcomes. We've been featured in The New York Times, The Wall Street Journal, The Dallas Morning News, and other national healthcare publications and are excited about our growth opportunities.

Take Command knows diversity and inclusion among our teammates is integral to our company's success and growth. Our vision is to recruit, develop, and retain the best team from a diverse candidate pool. This has mostly been about us, but we'd love to hear from you--we can't wait to hear your story!

*Take Command is an equal opportunity employer! We celebrate diversity and are committed to creating an inclusive environment for all employees.