Client Success Executive

Sunny; Charleston (SC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Flexible PTO

Volunteer day PTO

Healthcare benefits

Supplemental benefits plan

401(k) matching

Job summary

Sunny is seeking a Client Success Executive to own a portfolio of health plan client relationships from design through ongoing management. You will collaborate with Product, Engineering, Analytics, and Member Services to ensure client priorities are met and value realized from Sunny's platform.

The role requires engagement with executive leadership, strategic thinking, and the ability to travel for on-site sessions approximately monthly. Sunny offers flexible PTO and comprehensive benefits.

Qualifications

• Bachelor's degree required.
• Experience working with health plans or health plan consulting.
• Proven track record engaging with executive leadership or clients.
• Proficient with Microsoft Office; experience using AI for day-to-day operations.
• Willing to travel to client sites roughly once per month.

Responsibilities

• Works with clients to determine core program goals and KPIs.
• Guides clients through program design, platform implementation, and delivery.
• Collaborates with Product, Engineering, Member Engagement, and Analytics.
• Supports Sales and Product in coordinating internal and industry activities.
• Leads special initiatives on behalf of executive leadership.

Skills

Communication

Interpersonal skills

Strategic thinking

Analytical skills

Independent work

Attention to detail

Proofreading

Self-starter

Education

BA/BS degree

Tools

Microsoft Office

AI tools

Job description

Sunny is changing the world by leveraging digital technologies to help people live healthier lives. Using a digital first strategy, Sunny helps health plans and employer groups engage consumers with innovative, integrated health and wealth tools that improve outcomes and drive quantifiable results.

Sunny Payments & Benefits helps consumers capitalize on their health benefits by making it easy to spend smarter through directed spend technology for supplemental and specialized benefits.

Sunny Rewards, an integrated reward dashboard, pairs high-value actions with appropriate financial incentives. Sunny's simplified consumer experience is designed to maximize rewards, improve health outcomes, and drive quantifiable results.

Sunny's team of experienced leaders represents all corners of the market, giving us a comprehensive view of the dynamics at play. Drawing on their collective insight and expertise in consumer engagement, the team knows what works, and what doesn't, with today's consumers.

Working Here

Sunny has built a product-to-market fit that serves a range of stakeholders in the healthcare space, whether payers, employers, or individual consumers. Sunny customizes its approach with creativity and adaptability, which matters in an industry where trends and demands change fast.

Sunny is committed to advancing consumer engagement: pairing valuable actions with financial incentives, backed by a diverse management team and a strong read on customization and market trends. We hope you'll consider taking this journey with us.

As Client Success Executive, you'll own a portfolio of health plan client relationships end to end, from program design through ongoing program management. You'll work closely with the Client Success team and cross-functional partners in Product, Engineering, and Analytics to keep client priorities on track, guide clients through key decisions, and help them realize the full value of Sunny's platform.

Scope of Responsibilities

• Works with clients to determine core program goals and KPIs, informing program design and measuring ongoing performance.
• Guides clients through program design, platform implementation, and ongoing program delivery, providing strategic consulting advice and partnering with Product, Engineering, Member Engagement, Member Services, Quality Management, and Analytics to architect the right solution.
• Works with other Client Success team members to share cross-functional learnings and standardize processes and design approach.
• Supports Sales and Product in coordinating internal and industry-facing leadership activities, helping teams hit key deliverables and troubleshoot issues and logistics.
• Leads special initiatives on behalf of the executive leadership team, particularly on strategic issues, organizational activities, business development, client relationship management, and thought leadership.
• Supports Business Development and Account Management activities, including deck preparation, client communications, CRM management, and file organization.
• Manages special projects as assigned.

Required Candidate Qualifications

• Bachelor of Arts or Bachelor of Science degree.
• Experience working directly with health plans, or a health plan consulting background. This is required.
• A track record engaging with executive leadership or clients to drive business initiatives. We weigh judgment, maturity, and communication as heavily as years of tenure.
• Functioning knowledge of Microsoft Office applications and experience using AI for day-to-day operations.
• Willing to travel to client or strategic partner on-site sessions, or collocate with internal team members roughly once per month.
• Ability to adjust or move self and light or medium weight objects in different positions to accomplish tasks in various environments.
• In the event of a workplace incident, agreement to submit to testing for the detection of drugs and/or alcohol.
• Completion of a criminal background check, including a motor vehicle report.

Preferred Candidate Qualifications

• Excellent communication and interpersonal skills, with the ability to build strong relationships with internal and external stakeholders.
• Strategic thinking and analytical skills, with the ability to synthesize complex information into insights and recommendations.
• Ability to work independently and prioritize multiple tasks in a fast-paced, dynamic environment.
• Strong attention to detail with excellent follow-through.
• Strong proofreading, editing, and writing skills.
• Self-starter, energetic, eager to grow and develop within the company.
• No ego. Will find a way to get any job done.
• Experience in business consulting, healthcare technology, or startup companies is a plus.

Sunny is committed to delivering a strong culture and experience for every employee, with comprehensive benefits and a high level of flexibility.

• A competitive compensation package in line with leading technology companies.
• Flexible PTO with manager approval.
• An extra day of PTO to volunteer for a cause you feel passionate about.
• Employer-sponsored healthcare, dental, vision, short- and long-term disability, and life insurance.
• A company-sponsored supplemental benefits plan worth over $2,000 annually.
• 401(k) retirement savings plan, company matched up to 5%.

Sunny's Commitments

Sunny is an Equal Opportunity Employer, dedicated to delivering the best consumer engagement solution. Send questions or comments to [e-mail].