Customer Success Advisor, Health Plans

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

📋 Description

• Take charge of the success of a focused portfolio of strategic health-plan partnerships, ensuring revenue retention and fostering growth opportunities.

• Obtain and enhance approvals, channels, data, and subsidiary participation that position Sword in front of eligible members.

• Assess whether member access leads to enrollment, utilization, and value.

• Develop extensive networks across economic, clinical, operational, and executive stakeholders.

• Analyze claims, utilization, outcomes, guarantees, attribution, and ROI evidence.

• Direct account strategy, value communication, business reviews, and escalations.

• Collaborate with Sales on cross-selling and upselling initiatives.

• Leverage Sword’s internal specialists as resources while maintaining ownership of the account plan.

• Identify emerging risks and opportunities, craft strategies where playbooks are absent, and drive execution across the organization.

• Cultivate relationships, gather insights, shape business cases, and address operational and value-related inquiries to support retention and growth.

⛳️ Requirements

• Significant experience managing health plans as clients from a digital health, healthcare technology, benefits, navigation, PBM, payer services, or similarly relevant vendor.

• Proven track record of retaining and expanding significant payer relationships, including obtaining marketing access or similar downstream actions.

• In-depth understanding of claims and ROI economics.

• Capability to scrutinize methodology, reconcile conflicting evidence, and advocate for the account position.

• Strong executive judgment.

• Outstanding written and verbal communication skills across various functions, levels, and competing stakeholder interests.

• Self-sufficient analytical skills.

• Low-ego, high-ownership approach to operations.

• Willingness to travel domestically up to 10%.

• Ability to excel in highly ambiguous environments where priorities shift rapidly, and success relies on judgment rather than established processes.

• Proficiency in AI: every candidate must demonstrate at least Explorer (Level 1) proficiency, using AI daily to enhance personal productivity.

• Must possess the legal right to work in the United States; immigration or work visa sponsorship will not be offered.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance.

• Life and AD&D Insurance.

• Financial advisory services.

• Supplemental Insurance Benefits (Accident, Hospital, and Critical Illness).

• Health Savings Account.

• Equity shares.

• Discretionary PTO plan.

• Parental leave.

• 401(k).

• Flexible working hours.

• Remote-first company.

• Paid company holidays.

• Free digital therapist for you and your family.