Benefits Hero
Customer Success Account Manager And Onboarding Specialist
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Company Description
Benefits Hero is a modern integrated platform that simplifies employee benefits management for businesses. The company streamlines insurance-related activities through automation, giving organizations a straightforward way to handle complex benefits processes. HR professionals use Benefits Hero to manage employee data and benefits more efficiently, enabling both organizations and individuals to grow and thrive. The platform is designed to be accessible and user-friendly, and is offered free of charge to help employers of all sizes improve their benefits experience.
Role Description
This full-time hybrid role is based in Sheraton, with flexibility for some work from home. The Customer Success Account Manager and Onboarding Specialist will guide new clients through implementation, configure their Benefits Hero accounts, and ensure a smooth onboarding experience for HR teams and employees.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Daily responsibilities include:
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Managing a portfolio of client accounts
- Conducting training sessions and demos
- Resolving client inquiries
- Monitoring platform usage and satisfaction
- Proactively identifying opportunities to improve client outcomes
The role also involves collaborating with product and support teams to communicate client feedback, document processes, and contribute to continuous improvement of onboarding and customer success practices.
Qualifications
- Customer success and account management skills, including relationship building, client communication, and ongoing account oversight.
- Onboarding and implementation skills, such as project coordination, requirements gathering, and platform configuration for new clients.
- Strong communication and presentation skills to deliver clear training sessions, product walkthroughs, and written documentation.
- Analytical and problem-solving abilities to interpret client needs, troubleshoot issues, and recommend effective solutions.
- Organizational and time management skills to handle multiple client engagements, meet deadlines, and maintain accurate records.
- Comfort with technology and SaaS platforms, including proficiency with common business tools (e.g., CRM systems, spreadsheets, video conferencing).
- Experience working with HR, benefits, or insurance processes is highly beneficial.
- Bachelor’s degree in Business, HR, Communications, or a related field, or equivalent practical experience.
- Ability to work effectively in a hybrid environment in Sheraton, collaborating both in-office and remotely.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills