Client Success Manager
New
L
LanternHealthcare
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 experience in client relationship and/or account management.
- Experience within the employee benefits, healthcare, or consulting industry.
- Previous experience working within at least one startup.
- Willingness to travel up to 20%-25%.
- Proficiency with Salesforce.
- Proficiency with SharePoint.
- Knowledge of Data Integration.
- Background in Health Plan, TPA, Insurance, or benefits.
- Excellent communication and presentation skills.
- Exceptional project management skills.
- Ability to work in a matrixed organizational structure.
Responsibilities
- Manage client and broker/consultant relationships throughout the client lifecycle through regular touchpoints and proactive feedback solicitation.
- Communicate clearly in verbal and written formats, demonstrating time management and empathy.
- Manage client communication for engagement marketing, including open enrollment events, webinars, mailers, and case studies.
- Serve as the product expert and specialty care advocate by guiding clients through features, use cases, and best practices.
- Collaborate cross-functionally to ensure alignment across departments.
- Own the execution of action items and maintain accurate data in the CRM.
- Partner with Client Executives to maximize retention, identify churn risks, and drive upsell opportunities.
- Investigate root causes of service issues, coordinate solutions, and implement improvements.
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