Client Success Manager

Role Overview

• Build and maintain strong client relationships, offering comprehensive support to the client, with no initially assigned clients, while serving as a key point of contact.
• Understand client needs and offer tailored solutions.
• Collaborate internally to develop strategies for increased engagement.
• Communicate with clients regularly through various channels, including meetings and reports.
• Act as the client’s advocate, ensuring their needs are met and issues are resolved proactively.
• Occasionally, present “pitch” deck presentations to potential clients.
• Assist Client Development with prospective client presentations and communications.
• Forecast intervention needs by utilizing data and reporting.
• Complete administrative work by onboarding clients into customer relationship management system (CRM), building out client profiles and ensuring data in the CRM system is accurate and complete.
• Contribute to a positive, supportive, and collaborative team environment.
• Perform other duties as assigned to support client satisfaction and business growth.

Requirements

• Strong communication, business acumen, platform, and interpersonal skills.
• Ability to translate client requirements into actionable strategies and solutions.
• Proficiency in Google Workspace, Microsoft Office, HubSpot, Salesforce, Tableau and Slack
• Excellent organizational and time-management skills.
• Bachelor’s degree in business administration, health administration or related field preferred.
• Customer Service experience preferred.
• Previous experience in the benefits and insurance industries preferred.

Tech Stack

• Tableau

Benefits

• Flexible remote work environment
• Paid Time Off (PTO) plus all federal holidays off
• Comprehensive benefits package with health, dental, vision insurance group term life, short term disability, long term disability and voluntary life plans.
• Numerous supplemental plans to assist employees.
• Paid maternity, paternity and adoption leave.
• Cancer Experts Now
• supplemental plan
• 401(k) with matching contributions.
• Supportive and collaborative work environment.
• Opportunity to be part of a rapidly growing company dedicated to making a difference in the lives of families.