Customer Success Executive, Taft-Hartley Labor
New
C
CarrotHealthcare
United States (Remote)Full-TimeMiddle
Salary108,000 - 130,000 USD per year
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Job Details
- Experience
- 6+ years
- Required Skills
- SalesforceCustomer SuccessAccount ManagementCRM
Requirements
- Bachelor's degree.
- 6+ years of professional experience working closely with external customers in a Customer Success, Account Management, or client services role in the benefits, health plan, or healthcare space.
- Experience working with Taft-Hartley plans, unions, or multiemployer benefit funds.
- Understanding of trustee governance and how benefits decisions are made.
- Track record of successfully managing complex, multi-stakeholder relationships and projects to deadline across simultaneous workstreams.
- Clear, empathetic communication skills, with comfort presenting to boards of trustees and executive audiences.
Responsibilities
- Own a portfolio of Taft-Hartley and labor accounts, serving as the primary point of contact and trusted advisor to fund administrators, trustees, and benefits consultants.
- Drive retention and renewal outcomes across your book of business, proactively identifying risks and building action plans that account for trustee approval cycles and fund governance.
- Increase member engagement and program utilization among union member populations through data-informed recommendations and a regular cadence of business reviews.
- Present program value and outcomes to boards of trustees, benefit committees, and fund consultants through clear storytelling, reporting, and executive-ready presentations.
- Partner cross-functionally with Labor Sales, Implementation, Product, Legal & Compliance, and Member Success to deliver a seamless customer experience.
- Identify and support expansion opportunities within existing funds in partnership with the Labor Sales team.
- Build the customer success playbooks, processes, and best practices for the Taft-Hartley segment as its first dedicated Customer Success hire.
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