Client Success Manager
New
L
LanternHealthTech / Employee Benefits
Remote, USAFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 5+ years
- Required Skills
- Project ManagementSalesforceSharePointAccount Management
Requirements
- Bachelor's degree or equivalent experience.
- 5+ years of client relationship or account management experience within the employee benefits, healthcare, or consulting industry.
- Must have experience in at least one startup.
- Willingness to travel up to 20%-25%.
- Experience using Salesforce.
- Experience using SharePoint.
- Data Integration knowledge.
- Background in Health Plan, TPA, Insurance, or benefits.
- Excellent communication and presentation skills.
- Exceptional project management skills.
- Strong problem-solving, judgment, and analytical skills.
- Ability to thrive in a matrixed organizational structure.
Responsibilities
- Manage client and broker/consultant relationships throughout the client lifecycle.
- Communicate clearly and concisely in both verbal and written formats.
- Manage client communication for engagement marketing initiatives, including open enrollment events and webinars.
- Serve as the product expert and specialty care advocate by guiding clients through features and best practices.
- Collaborate cross-functionally to ensure alignment and coordination.
- Ensure company and client objectives are met by owning execution of agreed-upon action items.
- Partner with Client Executives to maximize retention and identify upsell and expansion opportunities.
- Maintain accurate data input and hygiene in the CRM system.
- Own service issue resolution end-to-end by investigating root causes and implementing improvements.
- Operate effectively in a high-volume environment, balancing proactive planning with frequent client requests.
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