Client Success Associate

This is a fully remote position, open to applicants in United States, +2 more states.

📋 Description

• Oversee daily interactions for a designated portfolio of clients.

• Foster and sustain strong, professional relationships with client stakeholders.

• Comprehend each client’s objectives, priorities, and success metrics.

• Ensure consistent communication with clients through meetings, reports, and outreach efforts.

• Act as a resource for client inquiries, requests, and support needs.

• Evaluate client engagement, usage, satisfaction, and overall account health.

• Identify potential risks and collaborate with leadership and internal teams to resolve issues.

• Assist clients in deriving value from their collaboration with Vori Health.

• Compile and present client performance reports, business updates, and presentations.

• Aid in client renewal processes and facilitate prompt resolution of complex challenges.

• Manage client communications, action items, follow-ups, records, meeting notes, and account documentation.

• Track and organize client requests to ensure timely responses and resolutions.

• Support initiatives aimed at enhancing member engagement and client communication.

• Collaborate with Sales, Marketing, Clinical, Operations, Product, and Implementation teams.

• Convey client feedback and insights to enhance products, services, and processes.

• Identify avenues for improving Client Success workflows, tools, and operational efficiency.

• Contribute to special projects and cross-functional initiatives.

• Collaborate with Client Success Managers and leadership through coaching, shadowing, account reviews, renewals, and strategic client discussions.

⛳️ Requirements

• A minimum of 2 years of experience in client success, customer success, account management, healthcare services, employee benefits, or a related discipline.

• Proven ability to manage client relationships while delivering a high-quality customer experience.

• Excellent written and verbal communication and presentation abilities.

• Capable of interacting professionally with a diverse range of stakeholders.

• Experience in managing multiple projects, meeting deadlines, and handling competing priorities.

• Proficient with CRM systems, reporting tools, and business applications.

• Ability to analyze data, spot trends, and clearly communicate insights.

• Outstanding organizational and time management skills.

• Strong attention to detail and a commitment to follow-through.

• Ability to juggle multiple priorities and client requests concurrently.

• Customer-centric, proactive, resourceful, and solutions-focused.

• Comfortable working within established processes while demonstrating sound judgment.

• Collaborative and adaptable, with a willingness to learn in a fast-paced environment.

• Experience in healthcare, digital health, employee benefits, or SaaS is preferred.

• Authorized to work in the United States or Canada, or able to provide necessary documentation.

• Willingness to travel occasionally, up to 20%, for client and company meetings.

🏝️ Benefits

• Competitive salary based on experience and the value brought to the team.

• Equity options.

• Medical, dental, and vision insurance coverage.

• Wellness programs.

• Mental health resources.

• 401(k) plan.

• Roth options.

• Generous paid time off, including vacation days, holidays, and sick leave.

• Flexible, fully remote work environment.

• Training and workshops.

• Professional Development stipend for further education.

• Paid parental leave.

• Confidential counseling and support through the Employee Assistance Program (EAP).

• Additional employee assistance programs.