The Customer Success Manager serves as the primary point of contact for a portfolio of customers, ensuring seamless onboarding, implementation, and ongoing service excellence. They are responsible for driving customer adoption, renewals, and expansion while managing complex projects like Open Enrollment and maintaining strong relationships with HR and benefits stakeholders.
The Product Manager is responsible for defining the product vision, strategy, and roadmap while leading cross-functional execution across discovery and delivery. They leverage data, research, and AI-enabled insights to prioritize features and drive measurable customer and business value.
The Customer Account Analyst supports client benefit programs by managing enrollment processing, data validation, and system configuration. They also provide Tier 1 and Tier 2 support to resolve client inquiries and ensure operational accuracy within the PlanSource platform.
