Client Success Manager

FEDlogic; United States; Remote; USD 65,000 - 80,000; Full time

Benefits offered by this job

Flexible remote work

PTO + federal holidays off

Health, dental, vision insurance

401(k) with matching

Paid parental leave

Career growth in a rapidly growing, US

Job summary

FEDlogic is a benefits navigation company focused on helping individuals and families access federal and state programs. We are seeking a strategic Client Success Manager to nurture client relationships, translate needs into actionable solutions, and collaborate cross-functionally to boost engagement and retention.

This full-time remote role includes travel and KPI-driven responsibilities. You will manage client onboarding, communicate via meetings and reports, and present to potential clients

Qualifications

• Strong communication, business acumen, platform, and interpersonal skills.
• Ability to translate client requirements into actionable strategies and solutions.
• Proficiency in Google Workspace, Microsoft Office, HubSpot, Salesforce, Tableau and Slack.
• Excellent organizational and time-management skills.

Responsibilities

• Build and maintain strong client relationships, offering comprehensive support with no initially assigned clients.
• Understand client needs and offer tailored solutions.
• Collaborate internally to develop strategies for increased engagement.
• Communicate with clients regularly through meetings and reports.
• Act as the client’s advocate, ensuring needs are met and issues are resolved proactively.
• Occasionally present pitch deck presentations to potential clients and assist with communications.
• Forecast intervention needs by using data and reporting.
• Onboard clients into the CRM and maintain accurate client data.
• Contribute to a positive, collaborative team environment.
• Perform other duties as assigned to support client satisfaction and growth.

Skills

Strong communication

Interpersonal skills

Time management

Education

Bachelor’s degree in business administration, health administration or related field

Tools

Google Workspace

Microsoft Office

HubSpot

Salesforce

Tableau

Slack

Job description

FEDlogic is a people-first benefits navigation company dedicated to helping individuals and families navigate the complex landscape of federal and state benefits. As the only vendor in the country providing unbiased education and advocacy on all federal and state benefits, FEDlogic stands out in its mission to ensure no one misses out on the benefits they are entitled to.

FEDlogic is a people-first benefits navigation company dedicated to helping individuals and families navigate the complex landscape of federal and state benefits. As the only vendor in the country providing unbiased education and advocacy on all federal and state benefits, FEDlogic stands out in its mission to ensure no one misses out on the benefits they are entitled to.

We partner with employers to help their employees and families understand and access federal and state programs. Our experts provide confidential, unbiased guidance that lowers healthcare costs, reduces financial stress, and improves well-being. By bridging the gap between government programs and workplace benefits, FEDlogic delivers meaningful impact for employees while helping employers manage risk, reduce costs, and strengthen their benefits offering.

Job Description

Title: Client Success Manager

Location: Fully Remote (with travel)

Employment Type: Full Time

Reports To: Director of Client Engagement, Exec Vice President of Client Success

Position Overview

FEDlogic is seeking a strategic and client-focused Client Success Manager; this rolel play a pivotal role in nurturing and expanding our client relationships. This role will serve as a liaison between our company and our valued clients, ensuring their needs are understood, addressed, and exceeded. This role requires exceptional communication skills, strategic thinking, and a customer-centric approach. The Client Success Manager will play a critical role in maintaining FEDlogic's reputation for unparalleled service while working to enhance client retention and engagement. Key performance indicators will include, but shall not be limited to, the following: (1) Client engagement; (2) Client satisfaction; and (3) Client retention.

Key Responsibilities

• Build and maintain strong client relationships, offering comprehensive support to the client, with no initially assigned clients, while serving as a key point of contact.
• Understand client needs and offer tailored solutions.
• Collaborate internally to develop strategies for increased engagement.
• Communicate with clients regularly through various channels, including meetings and reports.
• Act as the client’s advocate, ensuring their needs are met and issues are resolved proactively.
• Occasionally, present "pitch" deck presentations to potential clients. Assist Client Development with prospective client presentations and communications.
• Forecast intervention needs by utilizing data and reporting.
• Complete administrative work by onboarding clients into customer relationship management system (CRM), building out client profiles and ensuring data in the CRM system is accurate and complete.
• Contribute to a positive, supportive, and collaborative team environment.
• Perform other duties as assigned to support client satisfaction and business growth.

Required Qualifications

• Strong communication, business acumen, platform, and interpersonal skills.
• Ability to translate client requirements into actionable strategies and solutions.
• Proficiency in Google Workspace, Microsoft Office, HubSpot, Salesforce, Tableau and Slack
• Excellent organizational and time-management skills.

Preferred Qualifications

• Bachelor’s degree in business administration, health administration or related field.
• Customer Service experience preferred.
• Would prefer candidates to have previous experience in the benefits and insurance industries.

What We Offer

• Flexible remote work environment
• Paid Time Off (PTO) plus all federal holidays off
• Comprehensive benefits package with health, dental, vision insurance group term life, short term disability, long term disability and voluntary life plans. Numerous supplemental plans to assist employees.
• Paid maternity, paternity and adoption leave.
• Cancer Experts Now - supplemental plan
• 401(k) with matching contributions.
• Supportive and collaborative work environment.
• Opportunity to be part of a rapidly growing company dedicated to making a difference in the lives of families.

Travel

• Up to 25% travel per year for client meetings and engagements, both local and occasional out-of-town.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veterans status, or any other characteristic protected by law.

A consumer report and/or investigative consumer report may be obtained for employment purposes in connection with your application for employment.

The Pay Range For This Role Is

65,000 - 80,000 USD per year(Remote (United States))