Build and maintain strong relationships with mid-sized to large clients and broker partners in your assigned territory
Execute retention strategies that highlight value, drive satisfaction, and promote long-term loyalty
Identify upsell opportunities and expand product offering within existing accounts
Meet or exceed revenue and retention targets through renewals, upsells, and population expansions
Conduct regular performance reviews and strategic planning sessions with clients (20% travel, primarily in the first three quarters of the year)
Achieve metrics and execute on growth plan set by leadership based on territory, client size, sentiment, renewal, and deliverables to ensure successful client outcomes
Maintain accurate and timely documentation of client interactions, tasks, and pipeline activity in our CRM system

Bachelor’s degree preferred
Minimum of 5+ years’ experience in B2B sales with demonstrated success
Experience in an Account Manager position is beneficial
Demonstrates effective presentation skills through both verbal and written communications
Healthcare industry experience preferred, especially in telemedicine, advocacy or wellness
Excellent organizational, interpersonal, quantitative and analytical skills
Ability to work independently in a deadline-oriented environment
Travel is required (30%)

Customer Success Manager

Key skills