My Secure Advantage

The Director of Customer Success will build and scale the direct-employer customer success operating model, including segmentation, health scoring, and renewal forecasting. They will also lead a team of CSMs while personally managing strategic accounts to ensure revenue retention and growth.

The Financial Success Coordinator manages the member intake process by matching individuals with appropriate financial coaches and maintaining their schedules. They serve as a primary point of contact, handling high-volume inbound and outbound communications to ensure members receive consistent support.