Client Success Manager
Core
Cultivate and maintain strong relationships with a portfolio of clients to ensure successful day-to-day delivery and long-term value from specialty care products and services.
Role type
Client Success Manager (Healthcare/Benefits)
Builds
Specialty care platform services for employers and their workforces
Domain
Healthcare / Employee Benefits / Specialty Care
Deliverable
client delivery
Required skills
client relationship management, account management, project management, data analysis, issue resolution, cross-functional collaboration, Salesforce proficiency, SharePoint proficiency, health plan/TPA/insurance domain knowledge
Preferred skills
startup experience, business review execution, churn risk identification, upsell/expansion strategy, root cause analysis, proactive planning
Technologies
Salesforce, SharePoint
Responsibilities
Manage client and broker/consultant relationships throughout the client lifecycle; develop and execute account plans and deliver business reviews; serve as product expert to guide clients through features and issue resolution; partner with Client Executives to maximize retention and identify growth opportunities; own service issue resolution end-to-end; maintain accurate data in CRM systems.
Seniority
Mid-Senior level (5+ years experience)