Client Success Manager

Role Overview

• Establish, cultivate and manage the customer relationship at multiple levels, serving as a healthcare consultant and trusted business advisor and deliver customer-centric solutions
• Build relationships with consultants and brokers, recognizing the value they bring to our clients
• Successfully manage upsells of new product lines and renewals of current clients
• Effectively plan, negotiate and influence the interactions and relationships with customers, their brokers/consultants and internal team members to achieve strategic account goals
• Deliver regular reporting to customer including plan performance and service results
• Create and clearly articulate the value story, trend drivers and tracking of solutions performance to the customer
• Develop a strategic plan for a mid-market size book of business to efficiently meet role objectives

Requirements

• 3-5 years of experience in Client Success, Account Management, or relationship management, ideally within the employer benefits or insurance industries
• Proven track record of working with mid-sized employers for client relationship management and consultation within health care benefits segment
• Excellent negotiation, collaboration, and listening skills
• Excellent messaging, positioning and presentation of information for client impact
• Strong project management skills
• Strong business and financial acumen
• Ability to work under pressure and prioritize responsibilities
• Prior success in a fast-growing organization
• Resides in the Northeast region of the US

Benefits

• Paid family and parental leave
• Preconception, fertility and family building benefits (including egg freezing, IVF, and adoption support)
• Family and pet care fund
• Menopause and midlife care
• Health, dental, vision and life insurance options for employees and family
• Free in-person, virtual and text-based mental health and wellness support
• Paid time off, including vacation, sick leave, personal days and summer flex time
• Company equity
• Bonus program
• 401(k) plan with company match
• Access to on-demand legal and financial advice
• Learning and development programs to help you grow professionally and a mentorship program
• Company social events to include annual volunteer day and donation matching
• Flex days (3 days a week in the office)
• Onsite meals and snacks for employees reporting into our NY office