Client Success Manager (Small-Market)
Core
Drive engagement, satisfaction, and retention for a high-volume small-market book of business (250 lives and below) by managing client and broker relationships.
Role type
Client Success Manager (Small-Market)
Builds
Client retention and engagement outcomes for healthcare employers
Domain
Healthcare / Benefits
Deliverable
client delivery
Required skills
B2B account management, stakeholder management, project management, data analysis, executive communication, risk identification
Preferred skills
Healthcare and benefits industry experience, managing executive relationships, cross-functional collaboration
Technologies
N/A
Responsibilities
Manage small-market client and broker relationships across 50–75 accounts; Monitor account health and address risks; Track and analyze client success KPIs; Develop and execute engagement plans; Collaborate with Sales, Strategic Account Management, and Member Services; Lead client meetings and deliver reports and educational sessions
Seniority
Mid-level, hands-on IC