Senior Customer Success Manager, Sana Benefits
Broker Channel
$85-105k
+ Stock options
Employee health benefits & insurance plans
Be an early applicant
Employee health benefits & insurance plans
201-500 employees
Be an early applicant
$85-105k
+ Stock options
201-500 employees
Company mission
To deliver better healthcare to small businesses through a seamless care experience and affordable benefits.
Role
Who you are
- 5+ years experience, preferably in a fast-growing environment in the health or benefits space
- Understanding health plan operations and finances is a huge plus!
- Licensed broker
- Values-oriented. You care deeply about improving our healthcare system
- You ask questions with genuine curiosity and humility. You assume the best intentions without shying away from solutions-oriented debate. You meet your teammates with compassionate candor to problem-solve
- You remain flexible and resilient and foster a culture of continuous learning
- You bring a bias for action paired with intelligent risk-taking
- You embrace responsibility, follow through on your commitments, and foster trust with your colleagues
What the job involves
- At Sana Benefits, we strive to be human with our customer relationships
- We are growing fast and looking for a Senior Customer Success Manager, Broker Channel (Broker CSM) to help us manage customers throughout their journey
- We are passionate about using innovative technology to elevate the health benefits experience of brokers, their small business clients, and their employees
- As a Broker CSM, you will often be our brokers’ and their clients' primary point of contact and work alongside sales, product, operations, marketing, and support teams to serve our clients
- You will be responsible for customer retention and expansion through building relationships with brokers, insurance agents, consultants, and their clients and ensuring that they have a best-in-class experience with Sana
- Facilitate smooth customer transitions from the Implementation team and inspire confidence in our product and service to meet/exceed customer needs
- Be the relationship lead and strategic contact for our customers and their brokers, presenting plan data, organizing Quarterly Business Reviews (QBR), and owning the annual renewal process end-to-end
- Serve as a partner and consultant to our brokers and their clients, providing strategic advice on benefits and Sana plans to meet client needs
- Proactively manage potential escalations with the leadership team and generally be the voice of the customer and broker with internal teams
- Be a knowledge partner, researching, documenting, and educating others on updates related to internal processes, external policies, and best practices
- Lead initiatives to improve team processes and customer strategies
- Partner with Sales to expand and retain brokerage relationships
- Collaborate cross-functionally, regularly providing feedback and recommendations to enhance the customer and broker experience
- Be a thought partner, working with our product team to help create a product that can deliver the best customer experience at scale
Our take
Health insurance benefits are essential for employers to remain competitive. But it can be difficult for small businesses to offer high-quality benefits at a reasonable rate, and without paying for things they don't need. Sana Benefits provides self-financed health insurance benefit plans which allow small businesses to pick and choose the services that they offer.
The company aims to provide options that are more affordable to small businesses than the insurance giants of the US. For example, Sana touts partnerships with Meditech startups such as Beam for dental coverage and Calm for mental wellness, and has intelligently partnered with small medical businesses and insurance startups.
Following investment from some top names in insurtech, the company has pursued expansion into new states and is set to be an industry leader. While the economic situation caused a round of layoffs early in 2023, Sana Benefits has remained positive - stating that by "re-orienting", it will be able to deliver on its mission well into the future.
Freddie
Company Specialist at Welcome to the Jungle
Insights
14% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Jun 2022
$60m
SERIES B
Oct 2021
$20m
SERIES A
Total funding: $106.8m
Company benefits
- Competitive salary and equity
- 100% remote
- Monthly stipend to work away from home
- Flexible PTO
- Medical, life, dental, and vision insurance
- 401(k)
- Paid maternity and parental leave
- Annual Learning Stipend
Company HQ
East Cesar Chavez, Austin, TX
Leadership
Will Young
(Co-Founder & CEO)Having worked in Motion Picture and Business Development, and with YouTube Content Partnerships, they took an MBA at Harvard Business School. They then spent 2 years as Director of Justworks before co-founding Sana in June 2017.
Nathan Hackley
(Co-Founder)They started their career at Dynosaur Creative, before working in Web Development for Rogue Fitness and Barrel. They left their position as Engineer at Justworks to co-found Sana with Will in 2017.
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