Director of Customer Success

My Secure Advantage (MSA)· Remote · Financial Wellness$120,000 - $140,000 base + performance bonus Please note this is a 100% remote position.

Candidates must reside in an MSA eligible state: AL, AZ, CA, FL, GA, ID, IL, KS, MA, MN, MO, NC, NY, OK, SC, TN, TX, & VA Build the function, don’t just run it At MSA, customer success is where our mission meets business: sponsors renew and grow with us because their people's financial lives genuinely change.

We're building out our direct-employer customer success function, and we're looking for a leader to shape it for the future. This is a build role. You'll design the systems this function will run on for years: segmentation, health scoring, renewal forecasting, the whole operating model.

And you’ll lead a capable team, while staying close enough to the work to carry one or two of your own strategic accounts. It's early-stage and hands-on: you'll develop more than you’re handed, and if that's the kind of work you're looking for, we'd love to meet you.

About MSA We help people eradicate stress and take charge of their financial futures. And as a B2B2C financial-wellness company, we partner with employers so their employees get real, personal money coaching, grounded in empathy and behavioral science.

When members engage, our partners see the results, and the relationship grows. With over three decades of experience and more than a million coaching sessions behind us, we've learned that no two financial stories are alike.

And when people's financial lives get stronger, employers feel it too: better engagement, stronger retention, real ROI. Keeping and growing those employer partnerships is the heart of this role.

What you'll do Build the operating model— segmentation, sponsor health scoring, renewal cadence, escalation routing, business reviews, and forecasting. Turn account work into a system the team can run. Lead the team— a capable group of CSMs and Education Engagement coordinators. Coach them toward stronger renewals a