CareerPlan

Senior Manager, Strategy & Operations, Client Success

New York, NY - Hybrid (3x in office/week)Full-time$165k2026-10-13 → 2026-11-11
Hybrid

Core

Partner with Client Success leadership to drive strategy, planning, and operations for the commercial organization, focusing on scaling client launches, retention, and expansion.

Role type

Senior Manager, Strategy & Operations (Client Success)

Builds

Client Success operating cadence, capacity models, quota systems, and cross-functional GTM plans

Domain

Healthcare / Employer Benefits / Commercial Strategy

Required skills

Strategic thinking, analytical skills, OKR/KPI management, forecasting, process design, project management, Salesforce requirements gathering

Preferred skills

Investment banking or management consulting background, healthcare or employer benefits experience, AI workflow optimization

Technologies

Salesforce, AI tools

Responsibilities

Shape and implement Client Success strategy including growth targets and book of business design; Establish and monitor OKRs and KPIs; Stand up operating cadence for pipeline management and forecasting; Build customer health models to identify churn risk; Project-manage cross-functional initiatives to level up the organization; Collect business requirements for Salesforce and data solutions

Seniority

Senior Manager, hands-on IC with strategic oversight