Client Success Executive

Quantum Health, Inc.; Houston (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Health, vision and dental coverage

401(k) with match

Paid time off & holidays

Tuition reimbursement & development

Culture & recognition

Modern workplace amenities

Job summary

Quantum Health, Inc. is seeking a Client Success Executive to ensure clients realize value from our healthcare navigation services. You will serve as the primary contact for key accounts, guide onboarding and adoption, and identify growth opportunities to drive retention and revenue.

Strong CRM and communication skills are essential. Ideal candidates bring 5–7+ years in client success or related fields, with experience managing complex accounts, collaborating across departments, and a proven

Qualifications

• Bachelor's degree in business or equivalent experience.
• 5–7+ years' related industry experience in consulting, sales, or other applicable area.
• Proven experience in client success, account management, or customer experience, with a focus on driving client outcomes and revenue growth.
• Strong relationship-building and communication skills, capable of working with a variety of client stakeholders, including executives.
• Experience in managing complex client accounts and coordinating across multiple departments.
• Results-driven mindset centered on client retention, growth, and satisfaction.
• Proficiency with CRM systems and client success platforms.
• Analytical thinking and problem-solving skills to address client challenges.
• Travel required as needed – cyclical depending on client needs.

Responsibilities

• Client Value Realization: Understand clients' business objectives and ensure value delivery.
• Client Relationship Management: Primary contact for key accounts and stakeholder management.
• Onboarding & Adoption: Lead onboarding and drive product/service adoption with tailored training.
• Client Growth & Upselling: Identify opportunities for account growth and cross-sell.
• Retention & Renewal Management: Proactively manage renewals and minimize churn.
• Client Health Monitoring: Track health metrics and identify risks/opportunities.
• Strategic Account Planning: Develop plans aligning with client goals for retention/growth.
• Performance Metrics & Reporting: Monitor adoption, CSAT/NPS, revenue growth, report to clients and internal teams.
• Issue Resolution: Serve as trusted advisor and coordinate with internal teams.
• Cross-functional Collaboration: Work with Sales, Product, Marketing, Support to improve the client journey.
• Client Feedback & Product Improvement: Relay client feedback for product/service improvements.
• Other duties as assigned

Skills

Client relationship mgmt

Communication skills

CRM systems

Analytical thinking

Problem solving

Travel

Education

Bachelor's degree in business or equivalent experience

Job description

Who we are

Founded in 1999 and headquartered in Central Ohio, we’re a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we’re on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost – that’s why we call ourselves Healthcare Warriors®.

We’re committed to building diverse and inclusive teams – more than 2,000 of us and counting – so if you’re excited about this position, we encourage you to apply – even if your experience doesn’t match every requirement.

TheClient Success Executive(CSE) is responsible for ensuring clients achieve maximum value from the company's products or services, fostering long-term client satisfaction, and driving client retention and growth. The CSE works closely with clients to understand their goals, ensure effective adoption, and identify opportunities for account expansion and business growth. This role involves day-to-day client management, proactive engagement to address client needs, and collaborating cross-functionally to drive success outcomes.

The ideal candidate will have a backgroundin mid-scale customer relationship management withdemonstratedsuccess exceedingexpectationsmaintainingand growing their book.

What you’ll do

• Client Value Realization: Work closely with clients to understand their businessobjectivesand ensure the company’s product or service delivers measurable value aligned with their goals.
• Client Relationship Management: Serve as the primary point of contact for key accounts, managing day-to-day communications and ensuring strong relationships with client stakeholders at all levels.
• Onboarding & Adoption: Lead clients through the onboarding process and drive product/service adoption by providing training, best practices, and ongoing support tailored to their specific needs.
• Client Growth & Upselling:Identifyopportunities for account growth, including upsellingadditionalservices, cross-selling complementary products, and recommendingnew solutionsthat enhance client success and increase revenue.
• Retention & Renewal Management: Proactively manage client renewals, minimizing churn through ongoing engagement anddemonstratingcontinuous value.
• Client Health Monitoring: Regularly track and assess client health, using data and insights toidentifyrisks and opportunities for deeper engagement and growth.
• Strategic Account Planning: Develop and execute client success plans that align with client goals and foster long-term partnerships, driving retention and growth within assigned accounts.
• Performance Metrics & Reporting:Monitorkey success metrics such as adoption rates, client satisfaction scores (NPS/CSAT), and revenue growth. Regularly report progress and outcomes to both clients and internal stakeholders.
• Issue Resolution: Act as a trusted advisor and advocate for the client, ensuring any issues or concerns are addressed swiftly and effectively, coordinating with internalteamsas necessary.
• Cross-functional Collaboration: Work closely with Sales, Product, Marketing, and Support teams to ensure a seamless client experience andidentifyopportunities for improvement or innovation in the client journey.
• Client Feedback & Product Improvement: Collect and relay client feedback to internal teams, providing insights to improve product offerings, services, and overall client experience.
• Other duties as assigned

What you’ll bring

• Education:Bachelor's degree in business or equivalent experience.
• Experience:5 - 7+years'related industry experience in consulting, sales, or other applicablearea.
• Proven experience in client success, account management, or customer experience, with a focus on driving client outcomes and revenue growth.
• Strong relationship-building and communication skills, capable of working with a variety of client stakeholders, including executives.
• Experience in managing complex client accounts and coordinating across multiple departments.
• A results-driven mindset, with a focus on client retention, growth, and overall satisfaction.
• Proficiency with CRM systems and client success platforms.
• Analytical thinking and problem-solving skills to proactively address client challenges.
• Travel required as needed – cyclical depending on client needs.
• Protect and take care of our company and member’s data every day by committing to work within our company ethics and policies.

What’s in it for you:

• Compensation:Competitive base and incentive compensation
• Coverage:Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more.
• Retirement:401(k) plan with up to 4% employer match and full vesting on day one.
• Balance:Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more.
• Development:Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development.
• Culture:Recognition as a Best Place to Work for 15+ years, dedication to diversity, philanthropy and sustainability, and people-first values that drive every decision.
• Environment:A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more!

What you should know:

• Diversity, Equity and Inclusion:Quantum Health welcomes everyone. We value our diverse team and suppliers, we’re committed to empowering our ERGs, and we’re proud to be an equal opportunity employer.
• Tobacco-Free Campus:To further enable the health and wellbeing of our associates and community, Quantum Health maintains a tobacco-free environment. The use of all types of tobacco products is prohibited in all company facilities and on all company grounds.
• Compensation Ranges:Compensation details published by job boards are estimates and not verified by Quantum Health. Details surrounding compensation will be disclosed throughout the interview process. Compensation offered is based on the candidate’s unique combination of experience and qualifications related to the position.
• Sponsorship:Applicants must be legally authorized to work in the United States on a permanent and ongoing future basis without requiring sponsorship.
• Agencies: Quantum Health does not accept unsolicited resumes or outreach from third-parties. Absent a signed MSA and request/approval from Talent Acquisition to submit candidates for a specific requisition, we will not approve payment to any third party.

Reasonable Accommodation:

Should you require reasonable accommodation(s) to participate in the application/interview/selection process, or in order to complete the essential duties of the position upon acceptance of a job offer.

California Employee and Job Applicant Notice of Collection of Personal Information:

If you are a California resident, Quantum Health may collect personal information in connection with your application for employment and, if hired, during the course of your employment. The categories of personal information collected and the purposes for which that information is used are described in our California Employee and Job Applicant Notice of Collection of Personal Information.

Please review the notice here:

California Employee and Job Applicant Notice

Use of Technology Notice:

Quantum Health and its authorized service providers may contact applicants by email, phone, and text message about their application and related employment opportunities. Text messages may cover application status, interview invitations and reminders, and applicants will have the option to opt out at any time. Message frequency varies. Message and data rates may apply.

Quantum Health uses AI-assisted recruiting technology to support communication, scheduling, and candidate evaluation, including tools that may review application materials and analyze recorded interviews. These tools assist our recruiting team; final employment decisions are made by human reviewers. Applicants who will be interviewed using these tools receive advance notice describing the technology and what it evaluates, are asked for permission before the interview is recorded or analyzed, and may request deletion of their recording.