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Client Success Manager

💼 Full-time🗓 2026-09-21 → 2026-09-26

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)

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