Client Success Manager, Mid Market

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

📋 Description

• Build and nurture customer relationships at various levels, acting as a healthcare consultant and trusted business advisor while delivering customer-focused solutions.

• Foster connections with consultants and brokers, acknowledging their importance to our clients.

• Successfully handle upselling of new product lines and the renewal process for existing clients.

• Strategically plan, negotiate, and influence interactions and relationships with customers, their brokers/consultants, and internal team members to meet account objectives.

• Provide regular reports to customers, detailing plan performance and service outcomes.

• Develop and clearly convey the value proposition, trend influences, and performance tracking of solutions to the customer.

• Create a strategic plan for managing a mid-market size portfolio to effectively achieve role targets.

⛳️ Requirements

• 3-5 years of experience in Client Success, Account Management, or relationship management, preferably in the employer benefits or insurance sectors.

• Demonstrated success in managing client relationships and consultations with mid-sized employers within the health care benefits domain.

• Strong negotiation, collaboration, and listening skills.

• Exceptional ability to communicate, position, and present information for client impact.

• Solid project management capabilities.

• Strong business and financial insight.

• Capacity to work under pressure and prioritize tasks effectively.

• Proven success in a rapidly expanding organization.

• Resides in the West Coast region of the United States.

• Willingness to travel up to 15–20% as required.

🏝️ Benefits

• Family-friendly benefits: Paid family and parental leave, preconception, fertility and family building benefits (including egg freezing, IVF, and adoption support), family and pet care fund, and Parents’ Employee Affiliation Group.

• Menopause and midlife care support.

• Comprehensive health, dental, vision, and life insurance options for employees and their families.

• Access to free in-person, virtual, and text-based mental health and wellness support.

• Paid time off that includes vacation, sick leave, personal days, and summer flex time.

• Company equity opportunities.

• Incentive bonus program.

• 401(k) plan with company matching contributions.

• Availability of on-demand legal and financial advice.

• Learning and development initiatives to foster professional growth, along with a mentorship program.

• Company-sponsored social events, including an annual volunteer day and donation matching.

• Flexible workdays (3 days a week in the office) and complimentary meals and snacks for employees based in our NY office.