Client Success Manager

Aon
United States
Workplace: HybridFull timeUSD 85,000 - 105,000 annuallyFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: bachelorsSkills: ["Client relationship management","Communication","Presentation skills","Organization","Problem-solving"]

Own delivery of a workplace financial wellness program for an assigned portfolio of plan sponsor clients. Drive client onboarding through kickoff, platform setup, and launch readiness, then manage ongoing engagement via check-ins and performance reporting. Identify risks and opportunities to improve participation, support retention and program utilization, and coordinate technology partner onboarding. Provide backup for financial mentoring and help deliver education sessions while ensuring activities follow compliance and internal best practices.

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FursaFursa
Aon
Aon
6 days ago

Client Success Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Own delivery of a workplace financial wellness program for an assigned portfolio of plan sponsor clients. Drive client onboarding through kickoff, platform setup, and launch readiness, then manage ongoing engagement via check-ins and performance reporting. Identify risks and opportunities to improve participation, support retention and program utilization, and coordinate technology partner onboarding. Provide backup for financial mentoring and help deliver education sessions while ensuring activities follow compliance and internal best practices.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage daily onboarding and operational implementation of the financial wellness program for assigned clients.
  • •Serve as the key contact for plan sponsor clients, providing regular communication and support.
  • •Conduct quarterly or semi-annual check-ins, and prepare, track, and deliver engagement and participation reporting.
  • •Support client retention by monitoring engagement, identifying risks, and improving program utilization based on participant needs.
  • •Coordinate with technology partners for platform setup, testing, and feedback to ensure successful client launches and compliance with requirements.
Travel: Medium travel

Pay and Benefits

Salary: USD 85,000 - 105,000 annually
Perks:Paid Leave401kParental LeaveWellness Stipend

Key Requirements

  • •Bachelor’s degree or relevant work experience.
  • •3–5 years of experience in client success, account management, financial wellness, or employee benefits.
  • •Proficiency in Microsoft Suite and familiarity with CRM and reporting tools.
  • •Strong ability to build and maintain client relationships and communicate effectively.
  • •Organized, detail-oriented, adaptable, and able to manage multiple clients and priorities.
Experience:3-5 years
Education:Bachelor's
Skills:Client relationship managementCommunicationPresentation skillsOrganizationProblem-solving
Languages:En-us
Tech Stack:Microsoft SuiteCRMReporting toolsMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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