Client Success Manager
$60,000–$65,000 year
Remote
RemoteFull Time$60,000–$65,000 yearSmall
Full TimeSmall
Job Summary
Build and maintain strong client relationships as the primary point of contact, offering tailored solutions and acting as an advocate to resolve issues proactively. Forecast intervention needs using data and reporting, while communicating regularly through meetings and reports. Collaborate internally to develop engagement strategies and occasionally present pitch decks to potential clients. Complete administrative tasks including onboarding clients into the CRM and ensuring accurate data entry. Travel up to 25% annually for client meetings.
Required Qualifications
- Strong communication, business acumen, platform, and interpersonal skills
- Ability to translate client requirements into actionable strategies and solutions
- Proficiency in Google Workspace, Microsoft Office, HubSpot, Salesforce, Tableau and Slack
- Excellent organizational and time-management skills
Desired Qualifications
- Bachelor's degree in business administration, health administration or related field
- Customer Service experience preferred
- Previous experience in the benefits and insurance industries
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