Broker Channel Customer Success Manager

Sana; United States; Remote; USD 75,000 - 85,000; Full time

Job summary

An innovative company is seeking a Broker Channel Customer Success Manager to enhance healthcare experiences for small businesses. In this pivotal role, you will manage broker accounts, facilitate smooth transitions, and provide strategic advice on benefits and compliance. Your expertise will contribute to a seamless care experience, ensuring that clients receive the best possible service. If you are passionate about improving healthcare and thrive in a collaborative environment, this is the perfect opportunity to make a meaningful impact in the industry.

Qualifications

• 4+ years in a fast-growth company in health or benefits.
• Licensed broker or willing to obtain within 1 year.

Responsibilities

• Manage broker channel accounts and customer transitions.
• Serve as a consultant on benefits and compliance.

Skills

Customer Relationship Management

Health Plan Operations

Benefits Consulting

Attention to Detail

Cross-functional Collaboration

Education

Bachelor's degree in relevant field

Tools

Modern Web Applications

Job description

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This range is provided by Sana. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $85,000.00/yr

Sana’s vision is to make healthcare easy.

All of us can agree healthcare is simply too hard in the US. And our members feel that pain day in and day out. We aim to create an experience that simply feels easy when you need to access our healthcare system. If you need something, you know where to go to get it with care that is a click (or as few clicks as possible!) away.

What’s beautiful about a vision oriented toward “easy” is how it imparts a singular feeling. We instinctively know as humans when something is easy versus hard, even if we can’t explain why. We fight as a company to make an easy pathway available to all our members at every stage of their healthcare journey. If you feel passionate about delivering better healthcare to small businesses through a seamless care experience and affordable benefits, join us!

As a Broker Channel CSM, you will be the primary point of contact for our clients. The Broker Channel CSM has visibility into the entire company and works alongside our sales, product, operations, marketing, and support teams to serve our clients. The ideal candidate will also help develop best practices and be open to other responsibilities in a hands-on, collaborative environment.

What You Will Do

• Manage and scale processes for a high volume of broker channel accounts
• Facilitate smooth customer transitions from Sales/Implementation and inspire confidence in our product and service to meet/exceed customer needs
• Be the relationship lead and day-to-day contact for our customers, presenting plan data, organizing Quarterly Business Reviews (QBR), and owning the annual renewal process end-to-end
• Serve as the broker and benefits consultant to our clients, providing strategic advice on benefits, compliance, and wellness programs
• Proactively manage potential escalations with the leadership team and generally be the voice of the customer with internal teams
• Be a knowledge partner, researching, documenting, and educating others on updates related to internal process, external policy, and best practices
• Be a thought partner, working with our product team to help create a product that can deliver the best customer experience at scale
  
  
  
  

About You

• 4+ years work experience preferred, preferably in a fast-growth company environment in the health or benefits space. Understanding of health plan operations and financials a huge plus!
• Licensed broker or willing to obtain your broker license within 1 year of employment
• Values-oriented. You care deeply about making our healthcare system work better for people and business owners
• Unparalleled attention to detail. You love getting into the weeds to get things done
• Fast learner. Entrepreneurial. Self-directed. Excited to build something from scratch
• Gritty. You aren’t worried about getting your hands dirty and working hard when you need to
• Comfortable with change. We are a startup and need people who are ok doing things outside of their traditional job description
• Strong team player with a track record of working cross-functionally
• Comfortable with modern web applications. We are building all of our software in-house and you will be a key constituent in its development
  
  
  
  

Sana is a modern health plan solution for small and medium businesses. We use a more efficient financing structure and integrated technology solutions to cut out wasteful spending and get members access to better quality care at lower costs. Founded in 2017, we are an experienced team of engineers, designers, and health system operators. We have the financial backing of Silicon Valley venture firms and innovative reinsurance partners. If you are excited about building something new and being a part of fixing our broken healthcare system from the inside, please reach out!

Our cash compensation amount for this role is targeted at $75,000 -$85,000 base + equity per year for all US-based remote locations. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Hospitality, Food and Beverage Services, and Retail

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