About Pasito

Pasito uses data and AI to engage people with their health and financial employee benefits. We integrate payroll, financial, and claims data to personalize employee benefits support and proactively reach employees with benefits communications.

Customer Success Manager

We are looking for a Customer Success Manager to help companies improve the employee benefits experience for their teams. Pasito’s data-driven technology guides employees to elect and use their benefits, delivering better health and financial outcomes and savings families money.

As our first CSM, you will be the primary point of contact for our valued clients, ensuring their success and satisfaction with Pasito. You will build strong relationships, understand their needs, do everything in your power and collaborate internally to ensure their goals are met. Your ultimate goal will be to delight our customers and drive customer retention.

This is an exciting opportunity to join a Y Combinator and Google-backed startup with room to grow quickly in your role. By joining our exceptional team early on, you will have significant impact at scale and experience growth at a venture-funded, early-stage B2B company.

As a Customer Success Manager, you will:

• Cultivate and maintain meaningful partnerships with our clients, serving as their primary point of contact.
• Project manage client requests and product features, and fill in the gaps by manually delivering where our product can’t yet. This includes running analytics, writing communications, and loading data as needed.
• Develop a deep understanding of our clients’ business challenges, and goals to provide personalized support and anticipate their needs.
• Develop a deep understanding of our product and guide clients, employees and other stakeholders to maximize the value they get from Pasito,
• Lead trainings and presentations for employees and sales teams, including running demos of Pasito and new product releases,
• Develop, document and manage client processes, including onboarding,
• Support our sales and marketing efforts,
• Be a face of Pasito for our growing customer base -- represent our company values and culture externally

Requirements

• Experience in SaaS, consulting, or related company
• Proven experience working in the HR industry, with a preference for background in employee benefits.
• Desire to always deliver for clients.
• Familiarity with SaaS implementation, project management, and executive stakeholder management
• Strong problem-solving abilities to identify customer pain points and propose effective solutions,
• Extremely comfortable working in Excel to standardize data and run analytics,
• Excellent communication skills, both written and verbal. Self-motivated and able to work both independently and collaboratively in a fast-paced environment.

Nice to have

• Experience working at an early-stage startup

Location

• Remote

Benefits

• Healthcare
• Dental
• Vision
• 401(k) + Match
• Paid Time Off (PTO)
• Remote work
• Week off between Christmas and New Years

Statement of Equal Opportunity

We are a company that values diversity and appreciates the benefits a diverse workforce produces for our team and customers. We welcome all qualified applicants to apply.