Customer Success Manager

Customer Success Manager

Our mission is to reverse chronic illness back to 1970s levels and make Americans healthy again. We will do this by shifting hundreds of billions of dollars away from our current broken healthcare system, and towards effective lifestyle interventions and prevention. Today's healthcare system spends less than 3% of the $4.3T in annual spending on prevention. This has to change.

Today, 95% of all medical costs go to treating illness. Our goal is to empower people to invest in healthy habits today rather than treating illness in the future. We do this by supporting these 5 habits that research shows are tied to significantly improved health outcomes:

• Eating healthy food
• Getting an adequate quantity and quality of sleep
• Increasing movement and exercise and reducing sedentary behavior
• Reducing chronic stress
• Increasing sunlight and minimizing environmental toxins

Truemed enables patients to use pretax HSA/FSA funds to buy healthy food, exercise equipment, and supplements. We support brands like Peloton, Eight Sleep, Momentous, and hundreds of others. We're building the infrastructure that allows health and wellness merchants to accept the $150+ billion tied up in HSA and FSA accounts. By allowing consumers to spend these pre-tax dollars on goods that make them healthier, we'll incentivize consumers to invest in their health and begin to reverse the explosion in chronic illness that's plagued the US for the last 50 years.

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.

This is a hands-on role for someone who is organized, analytical, and genuinely passionate about helping merchants succeed while uncovering new revenue opportunities for Truemed.

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

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.

Analyze merchant performance data — transaction volume, conversion rates, campaign results — to identify optimization 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 organized 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, and new use cases.

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

Partner engagement is high — merchants are responsive, participating in co-marketing initiatives, and actively growing their HSA/FSA transaction volume.

You are consistently identifying and acting on optimization opportunities using performance data.

Merchant retention across your portfolio is strong, with partners viewing Truemed as a valuable growth channel.

Cross-functional teams receive timely, actionable feedback from your merchant interactions.

You are contributing to scalable CS processes that improve the team's ability to serve a growing merchant base.

A relationship builder who earns trust quickly and communicates with clarity and warmth.

Organized and detail-oriented — you can manage a portfolio of accounts without letting things slip through the cracks.

Analytical — you are comfortable working with data, building…