Client Manager

About Pasito

Pasito is the AI workspace for employee benefits.

We’re rethinking how group insurance and benefits are underwritten, delivered, used and measured - by the people who design them and the people who depend on them. Instead of static PDFs, disconnected systems, and manual workflows, Pasito brings plan design, payroll and benefits data, claims, and financial context into a single, AI‑native workspace that helps benefits actually work for the 178 million Americans who depend on this system.

We don’t build for brokers, carriers and employers - we build with them. That collaboration shows up in everything we ship: AI agents that extract and structure plan data, tools that turn complexity into clarity for employees, and workflows that save carriers and consultants hundreds of hours per case.

Today, Pasito supports many of the largest insurance carriers and brokers in the U.S. We’re backed by Y Combinator and Core Innovation Capital, and we’re growing quickly. We ship fast, iterate relentlessly, and care deeply about building systems that are accurate, scalable, and human.

If you’re excited to work alongside exceptional operators and engineers, and apply AI in a legacy industry where precision and trust matter, Pasito is the place for you.

The Role

We’re hiring a Client Manager to join Pasito’s Forward Deployed team, focused on onboarding and managing employer clients year-round.

This is a relationship-driven, execution-focused role for someone who enjoys working closely with employers, guiding them through implementation, and serving as a trusted partner. You’ll own the employer experience after a deal is signed: ensuring smooth onboarding, successful launches, and ongoing engagement with Pasito’s platform.

You’ll work closely with brokers, internal Consultant Client Success and Carrier Client Success partners, Product, Engineering, and Sales to ensure employers are set up for success and continue to see value from Pasito over time.

What You’ll Do

Employer Onboarding & Implementation

• Own employer onboarding from kickoff through launch, ensuring timelines, deliverables, and expectations are clear and met
• Lead recurring virtual meetings with employer decision-makers (HR, Benefits, Finance), confidently guide discussions, manage timelines, and drive decisions to keep implementations on track
• Guide employer stakeholders through Pasito’s platform, workflows, and best practices with clarity and confidence
• Independently configure, review, and QA employer setups, ensuring benefits, plans, eligibility, and content are accurately reflected before go-live
• Coordinate with internal Design, Engineering, and Operations teams to deliver benefits guides, microsites, tables, and other employer-facing assets
• Ensure employer data, branding, and content are accurately reflected in Pasito before go-live

Ongoing Client Management

• Serve as the primary point of contact for employer clients throughout the year
• Maintain strong employer relationships through proactive communication and regular check-ins
• Support employers during key moments such as open enrollment, plan changes, and renewals
• Identify risks early and proactively address issues before they escalate

Cross-Functional Coordination

• Partner closely with Consultant Client Success teams supporting brokers to ensure a seamless broker–employer experience
• Work with Product and Engineering to translate employer needs into clear requirements, feedback, and improvement opportunities
• Collaborate with Sales on expansions, renewals, and account health

Tracking & Reporting

• Track employer engagement, onboarding progress, and ongoing usage
• Maintain clear documentation and notes in internal systems (e.g., Notion, ClickUp)
• Report insights and trends related to employer needs, challenges, and successes

Who You Are

• Client-focused, organized, and comfortable managing multiple employer relationships at once
• Able to quickly learn new systems and workflows and apply them independently
• Confident leading employer conversations and guiding stakeholders through change
• Detail-oriented and proactive
• Collaborative and comfortable working across teams
• Calm, professional, and solutions-oriented in client-facing situations
• Energized by helping clients succeed with AI****

Experience We’re Excited About

• 3-5 years experience in client success, account management, implementation, or consulting roles
• Experience with employee benefits, HR, insurance, or employer-facing SaaS
• Exposure to broker-led or multi-stakeholder client models
• Comfort working with cross-functional teams and managing timelines
• Strong written and verbal communication skills
• Familiarity with benefits administrator, PEO, payroll provider, HRIS, carrier and broker landscape

What’s In It For You

• Direct employer impact: Be the trusted partner for employers using Pasito
• Cross-functional exposure: Work closely with Sales, Product, Design, and Engineering
• Growth: Develop deep expertise in AI-powered benefits technology
• Ownership: Own employer onboarding and success from day one
• Competitive compensation: Salary, meaningful equity, and full benefits: medical, dental, vision, 401(k) with match, life insurance, and flexible PTO
• Remote-first: Work from anywhere in the U.S. with a highly collaborative team****

Equal Opportunity

Pasito is proud to be an equal opportunity employer. We believe great teams are built through diversity of background, perspective, and experience, and we’re committed to creating an inclusive environment where everyone can do their best work.