- Partner with Client Success leadership to translate strategy into operational processes and workflows.
- Own and improve operational workflows, including scheduling and program delivery structures.
- Own end-to-end reporting on client activation, engagement, retention, outcomes, and operational performance.
- Monitor program performance using tools like Looker or Mixpanel to provide leadership with real-time visibility.
- Analyze client and engagement data using Excel and Google Sheets to identify trends and operational opportunities.
- Build, document, and maintain Client Success processes and SOPs.
- Manage forecasting, capacity planning, and performance tracking.
- Define scope and timelines for cross-functional Client Success initiatives.
- Prepare documentation for external review, including payor audits and compliance-related evidence requests.