Client Success Executive, Implementation and Accounts

Join; United States; Remote; USD 75,000 - 100,000; Full time

Benefits offered by this job

Fully remote work environment

Paid time off and company holidays

Technology and home-office allowance

Performance incentive

Professional development

Career path to leadership in client成功

Job summary

Cuvo Health, a telehealth infrastructure company, seeks a Client Success Executive to own the full client lifecycle from onboarding through renewal. You’ll lead implementations across payment, pharmacy, and platform configuration while coordinating with Engineering, Operations, Compliance and Clinical teams to hit launch milestones.

You will manage ongoing account relationships, ensure pricing accuracy, and drive renewals and growth with a focus on regulatory documentation and reviewer

Qualifications

• Bachelor's degree or equivalent professional experience.
• Two or more years in customer success, implementation or account management in B2B software/healthcare.
• Ability to manage multiple client implementations against timelines.
• Experience with regulatory, compliance or financial documentation (certifications, licensing, KYC).
• Strong written and verbal communication with senior client stakeholders.
• Proficiency with Slack, Asana, HubSpot and Microsoft 365.
• Willingness to support clients across U.S. time zones.

Responsibilities

• Lead client implementations from contract to launch and kickoff.
• Manage implementation workstreams across payment, pharmacy, platform config and onboarding.
• Prepare and coordinate regulatory applications (LegitScript) and reviewer responses.
• Coordinate cross-functional teams to meet launch milestones.
• Act as primary client contact and maintain service levels.
• Conduct monthly business reviews, renewals and growth opportunities.
• Maintain status reporting and onboarding documentation.

Skills

Customer success

Implementation management

Account management

Regulatory knowledge

Education

Bachelor's degree or equivalent

Tools

Slack

Asana

HubSpot CRM

Microsoft 365

Job description

Cuvo Health is an enterprise telehealth infrastructure company. The Company provides healthcare organizations, clinics and consumer health brands with a complete platform for delivering virtual care under their own brand. This includes patient technology, a licensed clinician network, pharmacy fulfillment, payment infrastructure and regulatory compliance.

The Client Success Executive is responsible for the full client lifecycle, from contract execution through launch and ongoing account management. The role is the primary point of contact for an assigned client portfolio. It is accountable for timely launches, service quality, client retention and account growth.

The role reports to the Director of Operations

Tasks

Client Implementation

• Lead the onboarding of new clients from contract execution through launch, including kickoff, documentation and timeline management.
• Manage implementation workstreams across payment processing, pharmacy integration, platform configuration and clinical onboarding.
• Prepare, submit and manage regulatory and certification applications, including LegitScript, and coordinate responses to reviewer inquiries.
• Coordinate cross-functional teams in Engineering, Operations, Compliance and Clinical to meet launch milestones.

Account Management

• Act as the primary point of contact for an assigned client portfolio and keep service levels consistent.
• Maintain the accuracy of client pricing, product catalogs and commercial documentation.
• Manage the resolution of client requests related to platform, payment and fulfillment matters.
• Conduct monthly business reviews covering performance, patient volume, retention and growth opportunities.
• Drive renewals, service expansion and portfolio retention.

Operations and Reporting

• Maintain current status reporting for all assigned accounts.
• Develop and maintain implementation standards, client communication protocols and onboarding documentation.
• Oversee AI-assisted client support tools to ensure quality and appropriate escalation.

Requirements

• Bachelor's degree or equivalent professional experience.
• Two or more years of experience in customer success, implementation or account management within B2B software, healthcare or healthcare services.
• Demonstrated ability to manage multiple concurrent client implementations against defined timelines.
• Experience with regulatory, compliance or financial documentation, such as certifications, merchant underwriting, KYC, licensing or provider credentialing.
• Strong written and verbal communication skills with senior client stakeholders.
• Demonstrated accountability for client retention or renewal outcomes.
• Proficiency with Slack, Asana or comparable project management platforms, CRM systems such as HubSpot, and Microsoft 365.
• Availability to support clients across U.S. time zones.

Preferred Qualifications

• Experience in telehealth, pharmacy, healthcare platforms or multi-site clinical organizations.
• Familiarity with LegitScript certification, HIPAA, Business Associate Agreements or high-risk payment processing.

Benefits

• Competitive base salary of $75,000–$100,000, commensurate with experience
• Performance incentive tied to implementation and retention objectives
• Fully remote work environment
• Paid time off and company holidays
• Technology and home-office allowance
• Professional development and a defined path to client success leadership

Cuvo Health is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other characteristic protected by law.