Customer Success Lead – Managed Accounts – YuLife

About Us

YuLife is creating a new kind of insurance company. Our mission is to inspire people to live longer, happier and healthier lives. We provide life insurance to companies and drive employee wellbeing through meaningful, engaging and rewarding experiences inspired by our favourite games, apps and products.

We live by a simple principle and we strive to translate this to our designs: always seek the win-win in everything we do. This means we should always be giving more than we take with every interaction. Sounds good?

The Role

This role forms a core part of the Client Success team at YuLife. Our team’s mission is to bring insurance to life for our clients. As a team, we work to ensure that our clients understand their YuLife membership, use our product & get value from it.

This role focuses on our managed account clients.

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

  • You will be responsible for looking after 30-40 clients.
  • Identifying and quantifying clients pains and providing solutions for them
  • Managing multiple stakeholders, internal, brokers and clients.
  • Build strong client champion relationships
  • Follows the E2E client journey, including:
    • Running the onboarding
    • Producing impact reports
    • Capturing feedback
    • Arranging & hosting customer events
    • Facilitating case studies and PR with marketing Working with the sales team for expansion revenue

The ideal candidate:

This role focuses heavily on relationships, understanding the client’s specific needs and proactively identifying opportunities to continually improve engagement.

“People” People: You’re a friendly and empathetic individual who has strong I.T skills and, ideally, some app support experience. We are looking for someone who is happy to roll up their sleeves and get their hands dirty. Most importantly, we are looking for someone who is open to asking for help when needed and supporting team members when they need it.

You’ll need: 3+ years of account management or client success experience Knowledge of life insurance or group risk is a bonus A love of being organised

What you’ll get

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

  • A competitive base salary
  • Potential to earn share options
  • 6x salary life assurance policy
  • Income protection policy
  • Access to the YuLife app (which includes a tonne of well-being rewards, discounts and exclusive offers)
  • Monthly wellbeing budget to “Be your Best Yu” Contributions to working from home office equipment
  • Contributory pension – 3% of basic 24 days of annual leave + 1 day to celebrate your birthday
  • Flexible and remote working arrangements
  • A shiny MacBook Pro or whatever you need to do your best work
  • Cycle to work scheme
  • Monthly professional coaching
  • HIIT and Yoga sessions

Location: Remote / London

Job URL:

How to apply: Via the website

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