Serve as a day-to-day contact for assigned employer clients
Support senior CGS leaders on large strategic accounts, assisting with meeting preparation, follow-ups, reporting, and execution of account plans
Build strong working relationships with client stakeholders and consultants
Track client goals, KPIs, and engagement metrics to ensure alignment
Prepare performance reports, engagement summaries, and ROI analyses
Support Monthly and Quarterly Business Reviews
Monitor client health indicators and flag potential risks to senior leadership
Coordinate internally to resolve operational issues impacting client experience
Support strategies to increase enrollment and member engagement
Coordinate client-facing communications, campaigns, and webinars with Marketing
Analyze performance data to identify trends and opportunities
Assist with renewal tracking, documentation, and timeline management
Identify potential expansion opportunities and escalate to senior leaders
Maintain renewal readiness materials and client documentation
Partner with Clinical, Product, Analytics, and Implementation teams to ensure strong client execution
Document client feedback and insights to inform internal improvements
Ensure follow-through on action items and deliverables
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