Customer Success Manager

About Truemed

Truemed is building the payment infrastructure for better health. Our platform helps qualified consumers to use HSA/FSA funds on eligible health and wellness purchases while helping merchants unlock a powerful new growth channel through compliant eligibility and substantiation workflows. By removing the complexity around eligibility, compliance, and reimbursement, Truemed allows partners to offer seamless HSA/FSA purchasing experiences directly within their checkout flows.

As Truemed scales, we are expanding the technical capabilities that power these integrations across ecommerce, payments, and healthcare systems.

Truemed’s merchant network is growing rapidly across health and wellness verticals— fitness equipment, supplements, nutrition, recovery, sleep, and beyond. Each merchant that launches with Truemed needs hands‑on guidance through onboarding, activation, and ongoing optimization to unlock the full value of HSA/FSA purchasing for their Customers.

The Customer Success Manager is the merchant’s primary partner s role ensures that partners are onboarded efficiently, activated successfully, and supported with the data, campaigns, and co‑marketing strategies that drive transaction volume and long‑term retention. As Truemed’s merchant base scales, this role becomes the foundation of our partner experience.

We are hiring a Customer Success Manager to own and grow a portfolio of Truemed merchant partners.

You will manage the full merchant lifecycle—from onboarding and technical activation through ongoing engagement, co‑marketing support, and performance optimization.

Your portfolio will include a mix of mid‑market and growth‑stage health and wellness brands that are integrating Truemed into their checkout flows to accept HSA/FSA Payments.

Day‑to‑day, you will be the primary point of contact for your merchants. You will guide them through implementation, coordinate co‑marketing efforts with Truemed’s growth marketing team, analyse performance data to identify growth opportunities, and ensure every partner is set up to drive meaningful HSA/FSA transaction volume.

This role reports to the Head of Customer Success and works cross‑functionally with Sales, Marketing, Growth, Product, and Solutions Engineering. You will collaborate closely with the Sr. CSM team on shared playbooks, processes, and best practices.

This is a hands‑on role for someone who is organized, analytical, and genuinely passionate about helping merchants succeed while finding the next Truemed’s growing revenue opportunities. If you are excited to work with health and wellness brands, own partner relationships, and directly impact merchant growth—we want to hear from you.

• Own a portfolio of Truemed merchant partners across health and wellness verticals, managing the full lifecycle from onboarding through ongoing optimisation

• Serve as the primary point of contact for your merchants, building strong relationships with key stakeholders and providing responsive, high‑quality support

• Partner with Truemed’s growth marketing team to develop and execute co‑marketing initiatives that drive consumer awareness and HSA/FSA adoption on merchant sites

• Analyse merchant performance data—transaction volume, conversion rates, campaign results—to identify optimisation opportunities and build data‑driven growth plans

• Proactively monitor merchant health across your portfolio, identifying risks early and developing action plans to improve engagement and retention

• Manage multiple merchant accounts simultaneously, staying organised across onboarding timelines, campaign launches, and ongoing check‑ins

• Collaborate cross‑functionally with Sales, Product, Solutions Engineering, and Growth to resolve merchant issues and surface product feedback

• Identify expansion opportunities within your portfolio—additional product lines, deeper co‑marketing commitments, new use cases

• Contribute to the development of scalable CS processes, playbooks, and templates that improve efficiency and consistency across the team

In this role, success means:

• Partner engagement is high—merchants are responsive,…