Account Management / Client Success - Various Levels

RxSaveCard Inc; Chicago (IL); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Insurance

401(k) with match

Remote or hybrid Chicago work

Job summary

RxSaveCard Inc. is seeking a Client Success professional to own day-to-day relationships with employer clients, brokers, and consultants.

You will drive retention, expansion, and measurable value while coordinating with marketing, product, and tech teams to improve the employer and member experience. The role emphasizes proactive engagement, timely issue resolution, and the ability to mentor and lead teams as the company grows in the HR benefits space.

Qualifications

• 1+ years in customer-facing roles or client success.
• Strong communication and presentation skills to build trust with clients.
• Analytical mindset with ability to derive insights from data.

Responsibilities

• Own a portfolio of employer clients and be accountable for retention and growth outcomes.
• Lead client implementations to drive high adoption rates among employers and their employees.
• Conduct an orderly launch process to ensure long-term success for the client and RxSaveCard.
• Conduct monthly/quarterly business reviews for employer clients and their broker and consultant partners.
• Turn client reporting data into clear insights and recommendations that demonstrate value and drive decision-making and account growth.
• Consult with clients on best practices to optimize RxSaveCard’s service.
• Provide timely responses (at a minimum, same day) to resolve day-to-day issues and answer questions for clients, brokers, and consultants.
• Work with other team members on various aspects of marketing, product, and technology to improve employer and member experience.
• Develop and execute account strategies aligned to client goals and organizational priorities.
• Identify risks early and proactively take action to address them.
• Drive retention and expansion through proactive engagement and value demonstration.

Skills

Project management

Communication

Analytical skills

Cross-functional collaboration

Technical proficiency

Excel reporting

Leadership potential

Tools

Excel

Google Suite

MS Office

Job description

About RxSaveCard

RxSaveCard was founded in 2024 with a mission to reduce pharmacy costs for employers and their employees. Our innovative model is unique in the market, and we are building a modern, card-based approach to prescription benefits that simplifies a complicated system. Our innovative model is unique in the market, backed by financial partners at Distributed Ventures and Rock Health.

Position Overview

As a member of our Client Success team, you will be the primary day-to-day contact for our employer clients and their broker and consultant partners. In the role, you will own the ongoing success, retention, and growth of our employer clients and their broker and consultant partners. This role is focused on ensuring clients achieve measurable value from RxSaveCard and continue to expand their engagement over time.

Key Responsibilities

• Own a portfolio of employer clients and be accountable for retention and growth outcomes.
• Lead client implementations to drive high adoption rates among employers and their employees.
• Conduct an orderly launch process to ensure long-term success for the client and RxSaveCard.
• Conduct monthly/quarterly business reviews for employer clients and their broker and consultant partners.
• Turn client reporting data into clear insights and recommendations that demonstrate value and drive decision-making and account growth.
• Consult with clients on best practices to optimize RxSaveCard’s service.
• Provide timely responses (at a minimum, same day) to resolve day-to-day issues and answer questions for clients, brokers, and consultants.
• Work with other team members on various aspects of marketing, product, and technology to improve employer and member experience.
• Develop and execute account strategies aligned to client goals and organizational priorities.
• Identify risks early and proactively take action to address them.
• Drive retention and expansion through proactive engagement and value demonstration.

Experience based on Level

• Associate Level: 1+ years in customer and client-facing roles with relevant technical proficiency
• Manager Level: 2-5 years of client experience in HR or tech, focused on service and retention
• Director Level: 5+ years with strategic large accounts, preferably in HR benefits
• Executive Leader: 10+ years managing and growing client success teams within the HR benefits industry

Qualifications

• Excellent project management and organizational skills to coordinate the employer launch process
• Strong communication and presentation skills to build trust and respect with employer clients
• Technical proficiency to be self-sufficient: pc/mac, browser, Google Suite or MS-Office, etc.
• Analytical skills to understand data and develop reporting using Excel and other tools
• Ability to operate cross-functionally and collaborate with product, operations, and engineering teams
• Strong desire to grow with the company and accept advancement opportunities, especially the ability to mentor and lead teams

Role Focus

• This role is focused on client relationship ownership, retention, and growth. Implementation execution, data operations, and reporting generation are supported by other roles to enable Client Success Managers to remain focused on strategy and outcomes.

Nice to Have

• Prior startup or growth-stage experience is a strong plus
• Prior experience within pharmacy benefit consulting, HR employee benefits, or the PBM industry

The Right Culture Fit for This Role

• Mission-minded to help people and bring solutions to a very challenging and broken industry
• Scrappy and resilient to thrive in an early-stage company and rise to the challenge of doing new and scary things
• Intelligence, curiosity, and drive to anticipate problems and turn them into business opportunities
• Hardworking and responsible to be a trusted member of our growing team
• Mindful and balanced to avoid burnout
• Kindness and camaraderie to add to the culture at RxSaveCard

Why RxSaveCard?

• Opportunity to join an innovative company at a critical growth stage
• Competitive salary and benefits package, including insurance and 401k with match
• Remote or hybrid Chicago work flexibility
• Collaborative and dynamic team environment
• The chance to make a meaningful impact on healthcare costs for millions of employees.