Customer Success Manager (Mid-Market/Enterprise)

About us:

YuLife is an award-winning InsurTech company and an employee benefit provider.

We’re the world’s first “lifestyle insurance” company. While other insurers are there for people at the point of death or illness, we engage with people every day to help them live better lives.

To do that, we’ve built an award-winning app that rewards people for building healthy habits. It includes the best wellbeing and digital health tools in the world.

Customers can earn vouchers from great brands like Amazon, Tesco or ASOS for doing simple things like walking or practicing mindfulness. They can even do good by planting trees or cleaning the oceans from the app.

Our clients include Tesco and Fujitsu, and we’ve been ranked the #1 employee benefit in the UK on Trustpilot. More recently, YuLife was recognized by CX Insurance Awards as ‘Best Insurtech 2024’ and the 8th Fastest Growing Technology Company in the UK in the prestigious 2023 Deloitte Technology Fast 50.

The role:

At YuLife, our mission is to bring insurance to life, and our Customer Success team is central to that vision. We don’t just manage accounts; we empower our clients and partners to unlock the full value of their insurance offering.

As a Customer Success Manager, you’ll own a portfolio of accounts. Your role is to deepen relationships, drive adoption, identify opportunities for growth, and ensure each client feels supported, engaged, and successful. You’ll be a trusted advisor and the main point of contact - proactive, strategic, and focused on driving meaningful business outcomes.

Day to day responsibilities include, but are not limited to:

Own and manage a specified list of customer accounts, building strong and trusted relationships.

• Own and manage a specified list of customer accounts, building strong and trusted relationships.
• Use data-driven insights to prioritise focus areas, drive engagement, and shape your customer success strategy.
• Maximise adoption and impact, ensuring customers are realising the full value of YuLife.
• Identify renewal and upsell opportunities, driving account growth and expanding customer lifetime value.
• Actively reduce churn by recognising risks early and implementing mitigation strategies.
• Serve as a YuLife product expert and consultant; supporting clients in embedding our solution across their organisations.
• Resolve client issues and requests efficiently, ensuring every interaction adds value.
• Be the voice of the customer internally, representing their needs across the business.
• Balance multiple priorities across stakeholders, campaigns, and projects - staying calm under pressure and highly organised.
• Present with confidence and clarity - whether in person or virtually.

The ideal candidate will have:

• 3+ years of experience in a Customer Success role working on high-touch accounts.
• A proactive problem-solver who takes initiative and owns outcomes.
• Strong analytical skills, with a knack for turning data into action.
• Proven ability to grow accounts and drive business outcomes.
• A natural relationship-builder who thrives on collaboration - across clients, partners, and internal teams.
• A true team-player who uplifts those around them while owning their own responsibilities.
• Strong multitasking skills - able to juggle multiple projects and campaigns with ease.
• Confident communicator and presenter, both written and verbal.
• Experience working with CRMs and Customer Success platforms (e.g., Salesforce, Gainsight, HubSpot, etc.).
• Experience in group risk or health insurance is a bonus, but not required.
• A self-starter with a drive to continuously learn, improve, and innovate.

What you’ll get:

We like to give more than we take so here are some of our benefits:

• Competitive base salary
• Potential to earn share options
• 6x salary life assurance
• Health Insurance
• Income protection
• 3% company contribution to pension via salary sacrifice scheme
• 25 days Annual Leave + 1 Love being Yu (e.g your birthday, moving house anything else that is for Yu!)

Additional Perks:

• Access to the YuLife app (which includes a tonne of well-being rewards, discounts and exclusive offers as well as access to Meditopia and Fiit)
• £20 per month to a "be your best Yu" budget
• Unlimited Monthly professional coaching with More Happi
• OnHand Volunteering app
• Learning Budget
• Financial coaching with Octopus Money
• Generous parental leave
• Remote working package; includes laptop, desk, chair etc.
• Remote and flexible working
• Currently our lovely office in Shoreditch is available if people want (and only if they want) to use it

Our framework and principles around hybrid working at YuLife.

Here at YuLife our values encompasses Love Being Yu and as a result we’re committed to diversity and inclusion. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, colour, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, disability or any other protected class.

Read what one of our key investors has to say about our culture ›

We're more than just life insurance!

At YuLife we turn financial products into a force for good and help companies empower their employees to be healthier and happier in mind and body.