Location: Hybrid (Waltham, MA) or Remote Job Type: Full-Time Regular

The Opportunity

SAVVI Financial is experiencing rapid growth with SelectSmart, our industry-leading decision support and financial guidance platform. We are profitable, privately held, and led by a team of MIT-trained data scientists and mathematicians.

As our sales team secures and scales major partnerships with HRIS platforms, Benefit Administrators, brokers and supplemental benefits carriers, we need a dedicated Implementation & Customer Success Manager to take the baton. You will be the face of SAVVI for new employers and brokers, guiding them through technical onboarding, ensuring a seamless launch of the SelectSmart platform, and managing the ongoing relationship to drive long-term adoption.

What You’ll Do

You will own the post-sale customer journey, acting as a project manager, technical translator, and configuration go-to for our partners and enterprise clients.

• Lead the Onboarding Process: Project manage the entire implementation lifecycle for SelectSmart from contract signature through Open Enrollment and beyond. 
• Benefits & Technical Configuration: You will become well versed in our partner benefit ecosystems. You will collaborate with internal engineering and the client’s IT/HR teams to configure single sign-on (SSO), map secure eligibility/demographic file feeds, and ensure health plan designs, rates, and voluntary benefits are accurately reflected in the platform. You will serve as a point-person for updates or issues. 
• Training & Enablement: Lead training sessions for HR administrators, broker partners, and carrier teams so they fully understand how to deploy and promote SelectSmart to their employee base.
• Drive Customer Success: Post-launch, you will transition into a trusted advisor. You will conduct regular business reviews, monitor employee utilization metrics during and after enrollment, gather product feedback, and proactively identify opportunities to expand the partnership.
• Process Improvement: Identify bottlenecks in our current implementation process and build scalable workflows, documentation, and templates for future clients.

Qualifications

• Experience: 3–5+ years of experience in B2B SaaS Implementation, Technical Account Management, or Customer Success for a benefits, HR Technology or similar firm.
• Benefits Expertise (Required): You have a strong, functional understanding of health insurance, voluntary/supplemental benefits, and overall employee benefits plan design.
• HRIS/BenAdmin Experience (Required): You have specific, hands-on experience implementing, integrating with, or managing Benefits Administration or HRIS systems (e.g., PlanSource, Benefitfocus, bswift, ADP, Workday, Alight, etc.).
• Technical Aptitude: Proven ability to manage technical software deployments. You understand the basics of APIs, SSO (SAML/OIDC), and secure file transfers (SFTP/EDI), and can confidently troubleshoot basic data mapping issues between a BenAdmin and a third-party tool.
• Project Management Skills: Exceptional organizational skills with a track record of managing multiple complex, multi-stakeholder projects simultaneously, especially under the strict deadlines of Open Enrollment seasons.
• Communication: Strong written and verbal communication. You can confidently lead a kickoff call with a VP of HR and then pivot to a tactical data-mapping discussion with an IT director.

Why SAVVI?

No other platform offers unified, embedded, end-to-end financial guidance from hire through the end of retirement. Our team consists of Ph.D. mathematicians, engineers, and data scientists. For over 20 years, our core team has applied our skills to solve real-world problems in the areas of finance, healthcare, and transportation systems. At SAVVI, we focus our academic expertise, portfolio management experience, and major advancements in algorithmic models and computational processing to solve the complex challenge of personal financial decision-making.

Benefits & Perks

• Compensation: Competitive Base Salary commensurate with experience.
• Health: Fully Paid Medical, Dental, and Vision insurance premiums.
• Future: Retirement plan with matching contributions.
• Protection: Company-paid life and disability insurance. Available Voluntary Benefits.
• Balance: Paid time off (vacation, sick & public holidays).

Culture: Professional development support and a collaborative environment.

APPLY NOW: Interested in joining the SAVVI team? Please send your cover letter and résumé to careers@savvifi.com