Sr. Customer Success Manager

Truemed Inc.

• $110K — $130K *
Healthcare
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Exhibits autonomy and maturity with a strong eagerness to enhance merchant experiences in health and wellness.
  • No strict education or experience requirements; preferred candidates show a proven track record of successful execution.
  • Backgrounds in startup leadership, business development, sales operations, consulting, or finance are favorable.
  • Demonstrated ability to collaborate across teams and communicate effectively with partners.
  • Strong analytical skills with a focus on data-driven decision-making.
  • Capable of managing multiple projects in a fast-paced environment.
  • Experience in growth marketing, partner success, or strategic account management is a plus.

Responsibilities

  • Onboard new merchants by leading the end-to-end implementation process.
  • Develop co-marketing initiatives to drive customer awareness and adoption of payment options.
  • Create data-driven marketing campaigns to boost transaction volume and merchant ROI.
  • Continuously analyze performance to identify optimization opportunities.
  • Provide white-glove service and education to enhance merchant relationships.
  • Identify and execute on revenue-generating opportunities across merchant accounts.
  • Collaborate closely with growth marketing and cross-functional teams to ensure sustained success.

Benefits

  • Flexible work environment that prioritizes work-life balance.
  • Opportunities for professional growth and career development.
  • Strong emphasis on teamwork and cross-functional collaboration.
  • Access to innovative technology tools and resources.
  • Dynamic company culture that values creative problem-solving.
Full Job Description
Why This Role Matters
• Truemed partners with marquee health brands - including Peloton, ARMRA, and Sleep Number - to unlock HSA and FSA spending for their customers. This role ensures those partnerships are not just launched, but built for long-term growth.
• The intersection of health, fintech, and consumer behavior is where Truemed operates. This role sits at the center of it, turning merchant relationships into measurable health and business impact.
• Today's healthcare system spends less than 3% of $4.3 trillion annually on prevention. By helping merchants activate and grow on the Truemed platform, this role directly contributes to shifting that balance.

About the Role
• This role owns the full merchant lifecycle - from technical onboarding and marketing activation through sustained revenue growth - for Truemed's highest-impact brand partners.
• Working closely with the growth marketing team, you develop co-marketing initiatives that drive customer awareness and adoption of HSA/FSA payment options, design data-driven campaigns that increase transaction volume, and continuously analyze performance to surface optimization opportunities.
• You serve as a strategic advisor and primary relationship owner for a portfolio of high-priority accounts, balancing growth strategy, marketing execution, and operational delivery simultaneously.

What You'll Do
• Lead end-to-end Truemed implementation for high-impact merchant partners, ensuring seamless technical integration and marketing activation from day one.
• Collaborate with the growth marketing team to design and launch campaigns that maximize merchant awareness, customer adoption, and ongoing engagement.
• Provide white-glove service to key merchant partners - educating them on best practices, gathering product and marketing feedback, and deepening trust-based relationships over time.
• Identify and execute creative, revenue-generating opportunities across the merchant portfolio.
• Manage multiple high-priority accounts simultaneously, balancing strategic growth initiatives with day-to-day operational execution.
• Analyze merchant performance data continuously to identify trends, surface opportunities, and drive measurable improvements in transaction volume and ROI.
• Act as a cross-functional connector, aligning internal teams - including product, marketing, and operations - around each merchant's success.

What Success Looks Like
• New merchants are onboarded efficiently and positioned for strong long-term performance, with technical and marketing activation completed seamlessly.
• Merchant partners are deeply engaged - regularly leveraging Truemed's capabilities, acting on best-practice guidance, and achieving measurable growth in HSA/FSA transaction volume and ROI.
• Revenue grows across the portfolio through proactive identification and execution of high-impact opportunities, with each merchant treated as a long-term strategic partner.

Who You Are
• Mission-driven: You are passionate about putting metabolic habits at the center of health and motivated by Truemed's goal of reversing chronic illness.
• Intellectually curious: You learn quickly, absorb new information readily, and understand your own strengths and limitations - knowing when to act independently and when to ask for help.
• A critical thinker: You thrive in ambiguity, orient quickly to objectives, and never accept "because I was told to" as a sufficient reason to do something that doesn't make sense.
• Proactive: You act without being asked, bring new ideas to the table, and create opportunities rather than wait for them.
• Adaptable: You stay focused on the mission rather than being right, respond constructively to setbacks and feedback, and adjust quickly when priorities shift - without dwelling on sunk costs.
• Open to feedback: You receive criticism calmly with a continuous-improvement mindset, and you give feedback candidly in service of the right outcome for the mission.
• A clear communicator: You write and speak with clarity and persuasion.
• AI-forward: You are comfortable and energized by AI's potential to drive scale and efficiency in account management.
• Hungry: You take ownership of outcomes, work hard, and are excited to have a direct impact on company growth.

Qualifications
• Demonstrated history of successful execution is strongly preferred; no strict education or experience requirements.
• Backgrounds that translate well include early-stage startup executives, business development professionals, sales operations leaders, consultants, and individuals with finance experience.
• Proven ability to work cross-functionally and communicate effectively with both internal teams and external partners.
• Strong analytical skills and comfort with data-driven decision-making.
• Ability to manage multiple projects simultaneously and perform well in a fast-paced environment.
• Experience in growth marketing, partner success, or strategic account management is a plus.
• Familiarity with the health, wellness, or fintech industries is highly valued.
• Exhibits autonomy and maturity, with a strong drive to create the best possible merchant experience in health and wellness.
• Adaptable and resourceful, with a willingness to learn quickly and solve problems creatively.

Compensation and Benefits
• Comp and equity in the top decile for Series A startups
• Comprehensive medical, dental, and vision insurance with employer sponsored HSA contributions
• 401(k)
• Unlimited PTO
• Coworking stipend
• L&D Stipend
• 2x/year company offsites and 2x/year team offsite

Location
• Los Angeles preferred / SF / Austin // Hybrid

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