Providing overall, strategic oversight of the client experience
Building and maintaining strong relationships with key client stakeholders
Building and maintaining strong relationships with clients’ advisors
Leading the recurring client performance reporting and analysis
Providing guidance to clients to optimize the partnership with Quantum Health – e.g. driving member engagement, integrating with other vendor partners, etc.
Managing the financial relationship with clients, negotiating contract renewals
Reinforcing the Quantum story and value to both the client and the members to ensure client satisfaction and retention of membership and growth of revenue
Acting as the primary client liaison within Quantum Health’s operations
Working with the dedicated implementation team as needed to successfully onboard new clients
Resolving escalated operations issues
Managing operational deliverables, based on client needs, to ensure client and Quantum success

Bachelor's degree in business or equivalent experience
2 – 5+ years' related industry experience in consulting, sales, or other applicable area
Strong verbal and written communication skills
Strong in-person presentation skills
Proficient PC skills, including MS Office Suite
Experience with CRM software, Salesforce experience preferred
Experience with creating and maintaining: Account Plans, Health Score Updates, General Account Status and overall management in CRM software
Travel required as needed – cyclical depending on client needs
Strong administrative/technical skills
A high degree of personal accountability and trustworthiness
Commitment to working within Quantum Health’s policies, values and ethics, and to protecting sensitive data

Client Success Manager

Key skills