Client Growth & Success Associate – Strategic Employers

Role Overview

• Run point on coordinating cross-functional workstreams supporting strategic employer accounts, ensuring deliverables stay on track, owners are clear, and timelines hold
• Maintain account plans, trackers, and project documentation; proactively surface risks, dependencies, and slippage to the Director
• Drive follow-through on action items coming out of client meetings, internal syncs, and leadership reviews
• Partner with Clinical, Product, Analytics, Marketing, and Implementation teams to ensure aligned, on-time execution against client commitments
• Support development of materials for Monthly and Quarterly Business Reviews, including data pulls, slide development, and narrative drafting
• Analyze engagement, enrollment, and outcomes data to identify trends, anomalies, and opportunities worth surfacing
• Translate complex data into clear, accurate, client-ready insights
• Monitor client health indicators and flag potential risks to senior leadership
• Coordinate internally to resolve operational issues impacting client experience
• Document meeting minutes, client feedback, account plans, and insights to inform internal improvements
• Support strategies to increase enrollment and member engagement
• Coordinate client-facing communications, campaigns, and webinars with Marketing
• Analyze performance data to identify trends and opportunitiesAssist with renewal tracking, documentation, and timeline management
• Identify potential expansion opportunities and escalate to senior leadership
• Maintain renewal readiness materials and client documentation
• Other duties as assigned

Requirements

• 1–3 years of experience in client success, account management, consulting, or customer-facing roles (SaaS or healthcare preferred)
• Strong organizational skills and attention to detail
• Analytical mindset with ability to translate data into insights
• Clear and professional communication skills
• Comfortable managing multiple priorities in a fast-paced environment
• Proactive, collaborative, and eager to learn
• Interest in enterprise account management and client growth strategy
• Willingness to travel as needed
• Experience using CRM systems such as Salesforce (SFDC) preferred
• Familiarity with ticketing platforms such as Zendesk preferred
• Exposure to cross functional project management tools such as JIRA preferred
• This remote opportunity based out of the U.S. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Tech Stack

• SFDC

Benefits

• A competitive compensation package in line with leading technology companies
• A remote and accomplished global team
• Opportunity for equity participation
• Unlimited vacation with manager approval
• 16 weeks of 100% paid parental leave for delivering parents; 8 weeks of 100% paid parental leave for non-delivering parents
• 100% Employer sponsored healthcare, dental, and vision for you, and 80% coverage for your family; Health Savings Account and Flexible Spending Account options
• 401k retirement savings plan