Senior Client Success Manager – Large Market

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

📋 Description

• Take ownership and manage relationships with large-market clients and brokers across a high-volume portfolio of 25–30 accounts.

• Implement essential workflows, monitor account health, and proactively tackle potential risks.

• Track and evaluate client success KPIs, converting insights into actionable plans that enhance engagement and retention.

• Create and implement engagement strategies that align with client objectives and oversee engagement-related KPIs.

• Oversee multiple client projects, ensuring timelines, priorities, and deliverables are managed effectively.

• Work in collaboration with Strategic Account Management, Sales, and Concierge/Member Services to address client needs and achieve engagement targets.

• Lead client meetings and communicate effectively with stakeholders and broker partners.

• Represent the company in both virtual and in-person client-facing interactions.

• Develop and present client reports, presentations, and educational sessions.

⛳️ Requirements

• A minimum of 5 years of experience managing a substantial, high-performing B2B portfolio, ideally within the healthcare and benefits sector.

• A proven history of fostering engagement, client satisfaction, and net revenue retention (NRR).

• Proficiency in client management, including maintaining executive relationships and managing day-to-day account activities.

• Experience in navigating complex environments involving clients and broker stakeholders.

• Outstanding project management and organizational capabilities.

• Ability to juggle competing priorities and execute tasks with precision and meticulous attention to detail.

• A data-driven approach utilizing KPIs and client insights to recognize risks, enhance engagement, and achieve measurable ROI.

• Exceptional written communication and presentation abilities.

• Strong executive presence coupled with a proactive, solutions-focused mindset.

• Demonstrated curiosity and the ability to solve problems independently.

• Capacity to collaborate across various internal teams.

• Willingness to travel up to 25% of the time.

🏝️ Benefits

• Equity incentive plan

• Flexible PTO

• Medical plan options

• Dental plan options

• Vision plan options

• 401(k) with company match

• Flexible spending accounts

• Teladoc Health