Client Success Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Establish and nurture robust client relationships, providing extensive support without any initially assigned clients, while acting as a primary point of contact.

• Assess client requirements and deliver customized solutions.

• Work collaboratively with internal teams to devise strategies that enhance engagement.

• Maintain regular communication with clients through multiple channels, including meetings and reports.

• Serve as the client’s advocate, ensuring their needs are addressed and challenges are proactively managed.

• Occasionally deliver “pitch” deck presentations to prospective clients.

• Assist the Client Development team with presentations and communications aimed at potential clients.

• Predict intervention requirements using data analysis and reporting.

• Handle administrative tasks by onboarding clients into the customer relationship management system (CRM), developing client profiles, and ensuring the accuracy and completeness of CRM data.

• Foster a positive, supportive, and collaborative team atmosphere.

• Undertake additional responsibilities as assigned to enhance client satisfaction and promote business growth.

⛳️ Requirements

• Exceptional communication, business acumen, platform, and interpersonal skills.

• Capability to convert client needs into actionable strategies and solutions.

• Proficiency in Google Workspace, Microsoft Office, HubSpot, Salesforce, Tableau, and Slack.

• Strong organizational and time-management abilities.

• Bachelor's degree in business administration, health administration, or a related field is preferred.

• Prior customer service experience is preferred.

• Previous experience in the benefits and insurance sectors is preferred.

🏝️ Benefits

• Flexible remote work environment.

• Paid Time Off (PTO) along with all federal holidays off.

• Comprehensive benefits package including health, dental, vision insurance, group term life, short-term disability, long-term disability, and voluntary life plans.

• Various supplemental plans available to support employees.

• Paid maternity, paternity, and adoption leave.

• Cancer Experts Now - supplemental plan.

• 401(k) with matching contributions.

• Supportive and collaborative work culture.

• Opportunity to be part of a rapidly growing company committed to positively impacting the lives of families.