Senior Customer Success Manager

About Avante

Ask any employee to explain their benefits, and you'll likely get a confused shrug. Ask any HR leader if their benefits investment is working, and you'll get an honest "I don't know." For employees, benefits are confusing and overwhelming. For HR and finance leaders, benefits are the second-largest expense, but they lack the visibility to know what's working and what's wasted.

You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.

At Avante, we're changing that. We're an AI-native benefits intelligence platform built to turn benefits complexity into clarity. For employees, our agent Carly provides personalized, always-on benefits guidance. For benefits leaders, our agent Ava monitors their entire program, surfaces what needs attention, and delivers strategic intelligence on costs, utilization, and outcomes in seconds. Together, these agents create a closed-loop system where employee engagement data informs benefits strategy, and smarter strategy improves the employee experience.

We are headquartered in Seattle and expanding our presence to New York City, with an in-office culture (4 days a week) to drive community, collaboration, and ideation. We are growing fast and are scaling our customer success team to meet the needs of our growing customer base, with notable brands such as Samsung, News Corp, and Zscaler.

The Role

We're looking for a Senior Customer Success Manager (NYC) to own a portfolio of enterprise customers post-launch. In this role, you're the strategic partner for our largest customers to ensure they see ongoing, measurable impact from the Avante platform. Bringing forth a combination of enterprise customer service and complex account management skills, you will build lasting relationships across multiple stakeholders and drive value across our enterprise customers.

If you thrive in fast-paced start-up environments and you believe the best customer experiences come from a combination of AI tool adoption, relationship building, product fluency, and genuine care, then this role is for you.

What You'll Do

• Own a portfolio of enterprise accounts . Engage with enterprise accounts prior to close, build rapport with executive champions, complete warm handoff from implementation and drive ongoing value across every stage of the customer lifecycle. You're the day-to-day strategic contact, the QBR owner, and the person accountable for whether the customer renews and grows.
• Drive measurable strategic outcomes through Ava and Carly . Work with senior total rewards and benefits leaders to define what success looks like in their program: cost containment, vendor performance, employee adoption. Use Ava's intelligence to show progress against those goals. Drive enterprise-scale engagement with Carly across geographies, populations and employee lifecycle events.
• Own large renewals and support complex expansion . You're commercially accountable for your book. That means forecasting renewals accurately, building expansion cases backed by real usage and outcomes data, and partnering with sales when there's a multi-product or multi-entity opportunity.
• Quarterback multi-stakeholder relationships . Enterprise customers don't have one buyer; they have committees. Map the org, build relationships across benefits, HR, finance, IT, and legal, and orchestrate engagement so the right people see the right value at the right time.
• Run executive briefings that get attention. Be prepared to brief a CHRO, CFO, or board members on what their benefits intelligence is showing them. The data is real, the stakes are high, and the audience is senior. Walk in with a point of view, not a status update.
• Be the customer's voice internally with credibility . Surface the patterns you're seeing across enterprise accounts to product, marketing, and the leadership team with enough specificity and context that they can act on it. Close the loop with the customer when their feedback shapes the roadmap.
• Use AI tools as a core part of how you work . We expect our CS team to use Claude (and tools like it) daily: to prep for customer calls, draft executive briefings, analyze utilization data, build briefing decks and accelerate every part of their workflow. If you've been waiting for permission to bring AI into your CS workflow, this is the team.
• Partner across functions . Coordinate warm handoffs with implementation at go-live, build expansion plays with sales, work with product on what customers actually need, and drive customer advocacy with marketing. CS only works when it's tightly connected to the rest of the org, and at our stage that connection is built one conversation at a time.
• Adapt as we grow . Your book, your tooling, and the role itself will evolve as the company scales. You should expect that and welcome it.

What We're Looking For

• 7+ years of customer success experience in B2B SaaS, with at least 3+ years owning strategic enterprise accounts with multi-stakeholder buying committees and at least 2+ years working at a start-up (seed through series C)
• A track record of commercial ownership: renewals, expansion, or net retention as part of your accountability, not adjacent to it
• Strong executive presence and comfort running QBRs and strategic reviews with senior buyers
• A consultative, outcomes-oriented operating style with the credibility to push back on customers and on our own team when the right answer requires it
• Genuine excitement about using AI to do your job better, with hands-on examples of how you've already brought it into your workflow
• A self-starter mentality: you're energized by ambiguity and excited to build processes where none exist yet.
• Empathy, calm under pressure, and a genuine commitment to delivering an exceptional enterprise customer experience.

Nice to Have

• HR tech experience or comparable exposure to the buyer (benefits, HR, total rewards) and the workforce as end users
• Familiarity with healthcare claims data, coding standards (ICD, CPT, HCPCS), or benefits data structures.
• Experience working with channel partners, brokers, or TPAs.

Our Company Values

Our four values aren't aspirational. They translate into concrete operating tenets that shape how we make decisions every day.

Beat Yesterday . We re-evaluate our own toolkit every quarter, because the workflows that made you effective three months ago may already be outdated. We act on 70% of the information rather than waiting for certainty. We timebox, execute, and iterate, getting work in front of real people quickly instead of polishing in isolation. And we own our output regardless of how we produced it. AI can get you 80% of the way there. Everything that goes out with your name on it is your responsibility to review, refine, and stand behind.

Embrace Type 2 Fun . We take on hard problems and find meaning in the work, even when it's uncomfortable. We assume good intent and follow up directly rather than venting in side channels. We celebrate wins loudly and specifically, naming the actual behavior so the whole team learns what great looks like. We are on by default, because we owe it to each other and to our customers to be available beyond what a regular corporate job would demand. And we do unscalable things today that build scalable advantages tomorrow. Every white-glove dinner, every hand-built territory map, every late-night booth setup earns us the right to scale later.

Stay Hungry, Stay Curious . We expect everyone to be the expert on AI in their function before anyone asks them to be. The landscape changes weekly. When you learn something, teach it. Learn enough about adjacent functions to ask good questions, including what your AEs are saying on calls, how brokers actually make money, and why a benefits committee pushes back on a deal. Ask the question you think is too basic, because in complex domains like benefits, the cost of a wrong assumption can be a lost account. And remember: curiosity without urgency is a hobby. Learning has to translate into action on a timeline that matches the opportunity.

Act Like an Owner . We say the uncomfortable thing early, raising missed commitments or quality gaps directly with the person within 48 hours. We surface problems when they're small, not the week they become a crisis. Customer-facing work gets priority, always. And we close the loop every time, because over-communication is a feature at our stage, not a bug.

Role Progression

First 30 Days: Complete comprehensive and supportive onboarding process to help you understand the platform, the business, and the customer journey. Shadow existing customers to understand the current process, pain points, and success stories.

60–90 Days: Begin to take on your first set of customers. Manage hand-offs from implementation and host your first set of QBRs. Build working relationships with sales, marketing, product, and partner teams.

4+ Months: Grow your portfolio of customers and independently manage their success. Have a documented, repeatable customer success process in place. Identify expansion opportunities and pave the path for renewals. Be a key voice in product feedback loops.

Interview Process & Compensation

We respect your time and aim to keep things efficient:

• Introductory call with our Talent team (30 min)
• Conversation with the SVP of Customer Experience (45 min)
• Team interviews with CSMs and cross-functional partners (2-3 hours)
• Conversation with our CEO and/or Chief of Staff

Comp: $142K-$173K OTE

Benefits include: stock options, medical/dental/vision, and 401k

Avante is an Equal Opportunity Employer. xhyhwjd We're building a diverse, inclusive team and welcome candidates of all backgrounds.