Enterprise Onboarding & Success Manager

About First Dollar

Today, over 112 million Americans have access to health spending benefits. And as healthcare costs continue to rise, the individuals and organizations that use and offer health spending benefits will depend on them even more. But if you look behind the curtain of most programs today, you'll find a hodgepodge of legacy tech solutions that create barriers to benefit design and access.

First Dollar is tackling this challenge. We build software tools and APIs that enable organizations to design, launch, and manage FSAs, DC-FSAs, LP-FSAs, LSAs, HRAs, HSAs, rewards, supplementals, and more. We power the “Health Wallet” for all healthcare spending, acting as a single touch point for any consumer healthcare transaction. And in our work, we leverage modern engineering advances and human-centered design principles to offer the most advanced solution on one card, app, and API.

Our team includes educators, entrepreneurs, industry experts, musicians, and technologists. Several of us are new parents, many of us have built exciting things on previous tech teams, and we've all joined together to make offering and using benefits feel effortless. In our daily work, we strive to uphold our values of ownership, relentlessness, inclusivity, simplicity, and authenticity. We’ve been recognized as a Best Place to Work in Austin, Texas, but we have teammates throughout the United States.

About this role

As our Enterprise Onboarding & Success Manager, you will play a critical role in supporting First Dollar’s partner and employer onboarding processes. You’ll manage relationships with our current partners, facilitate bulk HSA and Notional migrations, and collaborate with the team to ensure successful partner implementations. This role is dynamic and adaptable, providing exposure to different areas of our business as we grow.

The ideal candidate is curious, flexible, and ready to grow into either a full-time Customer Success or Implementation Manager position as the company scales. This is a fantastic opportunity for someone eager to learn and thrive in a fast-paced environment where change management and ambiguity are part of the journey!

Requirements

What You’ll Do

• Employer Onboarding & Implementation:
• Lead the CDH benefit (HSA, FSA, HRA, etc.) implementation of employer onboarding for SMB and Mid-Market clients through our strategic partners.
• Manage bulk HSA and Notional migrations, ensuring seamless transitions for employers.
• Collaborate on partner implementation projects, contributing to the ongoing success of First Dollar’s platform.
• Customer Success & Relationship Management:
• Build and maintain trusted advisor relationships with partners and employers.
• Ensure partners maximize value from our platform by understanding and advocating for their needs.
• Mitigate risks and prevent churn by identifying issues early and leading mitigation efforts.
• Function as the voice of the customer, providing internal feedback for product improvements.
• Lead ongoing status calls and develop strategies to improve client health and satisfaction.
• Change Management & Process Improvement:
• Adapt to changing responsibilities as we scale, pivoting towards a dedicated Customer Success or Implementation role as needed.
• Continuously identify opportunities to enhance internal processes and the overall client experience.

What We’re Looking For

• Adaptability: Comfortable with ambiguity and the evolving nature of a scaling startup.
• Curiosity: A naturally curious person who thrives on learning new things.
• CDH Experience: Experience or interest in Consumer Driven Healthcare (CDH) or adjacent industries.
• Relationship Management: Interest in building and managing long-term client relationships.
• Implementation Interest: Eagerness to contribute to implementation processes for enterprise partners.

Why You’ll Love Working Here

• Be part of a fast-growing company that’s changing the future of healthcare benefits.
• Gain broad exposure to customer success, implementation, and relationship management in a hands-on role.
• Grow your career in either Customer Success or Implementation Management based on our business needs and your interests.
• Join a supportive and collaborative team committed to your success.

Benefits

• Compensation: Competitive salary and meaningful equity. We take a data-driven approach to our compensation strategy so all employees are paid competitively and equitably.
• Tax-advantaged Vehicles: Tax-advantaged vehicles, including a 401(k) plan and a health savings account (HSA) for eligible medical plans. We also provide a generous contribution to the HSA.
• Remote Work Stipend: Each team member gets $500 to help cover expenses like co-working memberships, home office equipment, and coffee runs.
• Benefits: Excellent medical, dental, and vision insurance. We cover 100% of employee medical premiums and 50% of family member medical premiums for employees enrolled in the HDHP. Plus, all employees receive a free One Medical membership.
• Work-Life Balance: Progressive policies to support work-life balance, like our flexible paid time off and parental leave program.
• Office: A beautiful, convenient, and state-of-the-art office in downtown Austin for those who prefer an office setting.

Whenever possible, First Dollar wants to provide our team with the flexibility to work in the location that makes the most sense for them. For those that prefer an office setting, this role may be based in our Austin location with flexibility to work from the office/remote. If you prefer to work from your home, we can accommodate that for most positions and locations across the United States.