Client Success Manager

Role Overview

• Manage client and broker/consultant relationships throughout the client lifecycle, ensuring regular touchpoints and proactive feedback solicitation.
• Communicate clearly and concisely in both verbal and written formats, demonstrating strong time management and prioritization skills.
• Manage client communication for engagement marketing initiatives, including open enrollment events, webinars, mailers, and case studies.
• Collaborate cross-functionally within a team environment, ensuring seamless coordination and alignment across departments.
• Ensure company and client objectives, expectations, and goals are met.
• Support Client Executives to maximize retention and identify churn risks, as well as upsell and expansion opportunities.
• Maintain accurate data input and hygiene in the customer relationship management system for all assigned clients.
• Take appropriate and timely steps to resolve service issues.

Requirements

• Bachelor's degree or equivalent
• 5+ years of experience of client relationship and/or account management experience within the employee benefits, healthcare, or consulting industry, including at least one startup.
• Willingness to travel up to 20%.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint); Working knowledge of Salesforce; SharePoint experience a plus.

Benefits

• Health insurance
• Flexible work arrangements