Lynx Customer Success Manager Remote · Full time

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Lynx is building the payments infrastructure layer for the next generation of fintech, healthcare finance, and embedded commerce. We enable companies to move money, issue cards, and launch financial products—without the legacy constraints. Our customers are platforms, payers, and operators moving significant volume—and they expect a true infrastructure partner.

Lynx is a fast-growing Series A company backed by more than $50M in funding from leading investors including Flare Capital Partners, CVS Health, .406 Ventures, and McKesson Ventures. We operate with a roll-up-your-sleeves mentality, moving quickly, staying highly collaborative, and focusing on impact. Every team member plays a critical role in shaping our growth, product, and market presence.

As we continue to grow, we are looking for talented teammates across multiple functions. Interested in joining us? We'd love to meet you.

We are seeking a proactive and customer-focused Relationship Manager (RM) to join our growing team. This person will partner with our clients to ensure satisfaction, and drive adoption and retention of our technology solutions.

Hands-on experience with Health Savings Accounts (HSAs) is required. Experience with other consumer-directed health (CDH) accounts, including FSAs, HRAs, and ICHRAs, is strongly preferred.

Job Responsibilities

1)    Cross-Functional Partnership:

• Serve as the central point of coordination between the client and Lynx teams, including Product, Operations, Support, Compliance, Finance, Technology, and Sales.
• Assist with product configuration, product training, and other frequently asked questions leading up to go-live.

2)    Relationship Management:

• Serve as the primary point of contact for clients and build strong, trusting relationships.
• Develop strong, trusted relationships with day-to-day client contacts, senior leaders, and executive stakeholders.
• Collaborate with product and support teams to resolve customer issues promptly and effectively.
• Maintain regular communication with customers to understand their business goals and challenges, including recurring account meetings, monthly business reviews, and quarterly business reviews.
•  Act as the voice of the customer within the company, ensuring that client feedback is shared with internal teams for continuous improvement.

3)    Retention & Growth:

• Maintain responsibility for the overall health, satisfaction, and retention of assigned client relationships.
• Monitor customer health metrics (e.g., usage data, satisfaction scores) to identify renewal and expansion opportunities.
• Create and execute customer success plans to ensure renewals, upsells, and reduced churn.
• Run quarterly business reviews with customers

4)    Reporting & Documentation:

• Track and document customer interactions and progress in internal systems (CRM, Talkdesk, etc...)
• Prepare reports on account health, usage trends, and customer feedback for internal stakeholders.

Qualifications and Experience

Our ideal candidate has:

• 5-7 years’ experience in an account manager, relationship manager, or customer success manager role in the technology space. Preferably B2B SaaS within the healthcare or fintech industry
• General healthcare and fintech industry knowledge
• Exceptional communication, problem-solving, and interpersonal skills.
• Ability to manage multiple priorities, meet deadlines, and drive cross-functional collaboration.
• Curiosity and creative problem-solving skills and is naturally inclined to resolve issues when they arise.
• An interest in working in a fast-paced startup environment
• Executive presence and the ability to quickly build consensus with senior level internal and external executives
• Undergraduate degree in business, marketing, liberal arts or a related field

Why you’ll love working at Lynx

• Competitive salary packages, equity, and performance bonuses
• A driven, optimistic, customer-focused, accountable, and collaborative culture
• Comprehensive medical, dental, and vision
• Unlimited vacation
• Paid parental leave for eligible employees
• 401(k) plan
• Fully remote