Customer Success Advisor – Health Plans

Posted Oct 29

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

📋 Description

• Take ownership of the success of a focused portfolio of strategic health-plan partnerships, safeguarding revenue retention while fostering growth opportunities.

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

• Assess whether member access results in enrollment, utilization, and value.

• Create a multi-faceted network among 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.

• Activate Sword’s internal specialists within account plans.

• Recognize emerging risks and opportunities, devise strategies in the absence of established playbooks, and drive execution throughout the organization.


⛳️ Requirements

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

• Proven history of retaining and expanding significant payer relationships, including securing marketing access or similar downstream actions.

• In-depth understanding of claims and ROI economics, with the capability to analyze methodology, reconcile conflicting evidence, and advocate for the account position.

• Strong executive judgment along with exceptional written and verbal communication skills across various functions, levels, and competing stakeholder interests.

• Hands-on analytical self-sufficiency and a low-ego, high-ownership work style.

• 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.

• Demonstrated proficiency in AI at least at Level 1 (utilizes AI daily to enhance personal productivity).


🏝️ Benefits

• Additional benefits beyond total compensation; country-specific benefits may vary and will be detailed separately.

• Private company stock options may be part of total compensation, where applicable.

• Variable bonuses or sales incentives may be included in total compensation, where applicable.

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