Sr. Customer Success Manager

GOAL FOR THIS ROLE

The primary objective of this role is to ensure that our marquee interventional health brand partners such as Peloton, ARMRA, and Sleep Number are not only successfully onboarded onto the Truemed platform but also positioned for long-term growth. Onboarding involves setting up these merchants to seamlessly accept HSA and FSA dollars from customers, ensuring a smooth and efficient implementation process. However, success does not stop at activation. This role is equally focused on maximizing revenue and engagement by helping partners fully leverage Truemed’s capabilities over time.

To achieve this, the role works closely with Truemed’s growth marketing team to develop co-marketing initiatives that drive customer awareness and adoption of HSA and FSA payment options. It also involves creating data-driven campaigns designed to boost transaction volume and merchant ROI while continuously analyzing performance to identify opportunities for optimization. This cross-functional partnership ensures that each merchant’s success is not only launched effectively but is also sustained and scaled through targeted marketing, ongoing analytics, and strategic collaboration.

OUTCOMES FOR THIS ROLE

1. Successfully Onboard New Merchants

The role begins with successfully onboarding new merchants by leading the end-to-end Truemed implementation for high-impact merchant partners. This includes ensuring that technical integration and marketing activation are seamless while setting each partner up for long-term success through a strategic onboarding process. By collaborating closely with the growth marketing team, the role helps design and launch campaigns that maximize awareness and adoption of Truemed’s offerings from day one.

2. Be Merchant Obsessed

Once onboarded, the focus shifts to being fully merchant-obsessed, providing white-glove service to our most impactful customers. This means continuously educating merchants on best practices, gathering feedbac...