Client Success Manager

Jobtailor; California (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in the United States is seeking an experienced Account Manager to support a portfolio of employer clients, driving success, satisfaction, retention, and engagement. You will collaborate with channel/payer partner executives to manage strategic relationships and grow opportunities, while building detailed account plans and renewal strategies.

You will monitor client health, identify risks, and work with Sales on expansions.

Qualifications

• 5+ years of experience in account management, customer success, or client services within digital health, healthcare, benefits, or SaaS companies.
• Demonstrated ability to manage client relationships and contribute to commercial outcomes.
• Experience working with enterprise employer clients through channel/payer partners (5,000+ employees) preferred.
• Ability to support and execute marketing or engagement strategies that drive measurable client outcomes.
• Passion for healthcare and supporting organizational change.
• History of contributing to client retention, renewal management, and account growth opportunities.
• Ability to build and maintain relationships with multiple stakeholders, including HR, Benefits, and Finance.
• Experience partnering with Sales or Renewals teams to support commercial opportunities and account growth.
• Strong interpersonal, verbal, written, and presentation skills.
• Ability to prioritize and manage multiple tasks while meeting deadlines and deliverables.
• Analytical skills and strategic thinking; ability to translate data and client performance into actionable insights.
• Experience supporting the full customer success lifecycle post-sales, including implementation, adoption, product training, renewals, and account management.
• Comfort operating in a growing and evolving environment, adapting to changing processes and ambiguity.
• Willingness to travel occasionally, up to 20%, for client meetings.
• Willingness to participate in the NYC office when needed.
• Active work authorization in the US.
• Helpful but not required: experience in digital health, health/wellness/family health, health benefit programs, high-volume client management, Salesforce, Gainsight, Looker, and Microsoft Office Suite

Responsibilities

• Support the success, satisfaction, retention, and engagement of a portfolio of employer clients
• Collaborate with channel/payer partner client executives to manage strategic client relationships and identify additional business opportunities
• Build and maintain account plans, track renewal milestones, and identify growth opportunities
• Monitor client health and engagement, flag risks, and develop mitigation plans
• Identify client expansion opportunities and collaborate with Sales on business cases and handoffs
• Partner with Sales and Renewals on account transitions, handoffs, narratives, and data-supported recommendations
• Support enrollment and engagement initiatives that drive employee utilization, satisfaction, and program adoption
• Participate in Quarterly Business Reviews and client-facing presentations
• Consult clients on program optimization using Maven expertise, benchmark data, and program resources
• Maintain client relationships and support case studies or success stories
• Collaborate with Product, Engineering, Analytics, and Marketing on client projects, timelines, and deliverables
• Manage client inquiries, issues, and escalations
• Share client insights internally to improve products, processes, and marketing initiatives
• Recommend scalable workflow and process improvements

Skills

Account Management

Client Relationship Management

Customer Success Lifecycle

Analytical Skills

Strategic Thinking

Tools

Salesforce

Gainsight

Looker

Microsoft Office

Job description

• Support the success, satisfaction, retention, and engagement of a portfolio of employer clients
• Collaborate with channel/payer partner client executives to manage strategic client relationships and identify additional business opportunities
• Build and maintain account plans, track renewal milestones, and identify growth opportunities
• Monitor client health and engagement, flag risks, and develop mitigation plans
• Identify client expansion opportunities and collaborate with Sales on business cases and handoffs
• Partner with Sales and Renewals on account transitions, handoffs, narratives, and data-supported recommendations
• Support enrollment and engagement initiatives that drive employee utilization, satisfaction, and program adoption
• Participate in Quarterly Business Reviews and client-facing presentations
• Consult clients on program optimization using Maven expertise, benchmark data, and program resources
• Maintain client relationships and support case studies or success stories
• Collaborate with Product, Engineering, Analytics, and Marketing on client projects, timelines, and deliverables
• Manage client inquiries, issues, and escalations
• Share client insights internally to improve products, processes, and marketing initiatives
• Recommend scalable workflow and process improvements

Requirements

• 5+ years of experience in account management, customer success, or client services within digital health, healthcare, benefits, or SaaS companies
• Demonstrated ability to manage client relationships and contribute to commercial outcomes
• Experience working with enterprise employer clients through channel/payer partners (5,000+ employees) preferred
• Ability to support and execute marketing or engagement strategies that drive measurable client outcomes
• Passion for healthcare and supporting organizational change
• History of contributing to client retention, renewal management, and account growth opportunities
• Ability to build and maintain relationships with multiple stakeholders, including HR, Benefits, and Finance
• Experience partnering with Sales or Renewals teams to support commercial opportunities and account growth
• Strong interpersonal, verbal, written, and presentation skills
• Ability to prioritize and manage multiple tasks while meeting deadlines and deliverables
• Analytical skills and strategic thinking; ability to translate data and client performance into actionable insights
• Experience supporting the full customer success lifecycle post-sales, including implementation, adoption, product training, renewals, and account management
• Comfort operating in a growing and evolving environment, adapting to changing processes and ambiguity
• Willingness to travel occasionally, up to 20%, for client meetings
• Willingness to participate in the NYC office when needed
• Active work authorization in the US
• Helpful but not required: experience in digital health, health/wellness/family health, health benefit programs, high-volume client management, Salesforce, Gainsight, Looker, and Microsoft Office Suite

Core Competencies

Demonstrates expertise in account management and client success within the digital health and SaaS sectors, focusing on client retention, relationship building, and strategic growth opportunities. Proficient in collaborating with cross-functional teams to optimize client engagement and drive measurable outcomes.

Highest-signal resume keywords

• Account Management
• Client Relationship Management
• Customer Success Lifecycle
• Analytical Skills
• Strategic Thinking

Hard Skills

• Client Retention
• Renewal Management
• Engagement Strategies
• Data Analysis
• Program Optimization

Soft Skills

• Interpersonal Skills
• Verbal Communication
• Written Communication
• Presentation Skills
• Time Management

Industry Keywords

• Digital Health
• Healthcare
• Benefits
• SaaS
• High-Volume Client Management

Tools & Technologies

• Salesforce
• Gainsight
• Looker
• Microsoft Office Suite