Client Success Manager - Midwest

Crossover Health; Indiana; On-site; USD 60,000 - 90,000; Full time

Job summary

Crossover Health is seeking a Client Success Manager to drive client engagement and revenue growth. This role focuses on delivering data-driven strategies to enhance member experiences and outcomes, while collaborating with cross-functional teams acrosshealth tech platforms.

The candidate will work with Marketing, Tech, and Operations to design and implement engagement activities, with travel up to 50% as needed and a strong emphasis on client satisfaction.

Qualifications

• 3+ years in client success, marketing or member experience.
• Experience in consumer health technology preferred.
• Exceptional communication and relationship-building skills.
• Ability to work cross-functionally and influence outcomes.

Responsibilities

• Partner with senior team to leverage systems and dashboards to identify revenue opportunities.
• Consult clients on planning, execution and analysis of engagement strategies.
• Develops and executes plans to achieve revenue targets related to member engagement.
• Lead client engagement initiatives and coordinate onsite and virtual events.

Skills

Client success

Account management

Data-driven

Communication

Relationship building

Tools

CRM systems

Data dashboards

Job description

Looking for someone who resides in Kentucky, Ohio, or Indiana.

The Client Success Manager is a data-driven client-facing member of the Account Management team. This individual prioritizes the client and member experience while developing and executing revenue growth plans through engagement.

Job Responsibilities

• Partners with Associate Principal or Senior Client Success Manager to leverage Account Management systems and dashboards to proactively identify opportunities to impact team revenue goals
• Consults with client on planning, execution and analysis of tailored engagement strategies and tactics
• Develops and executes against path to achieving/exceeding revenue targets as related to member engagement
• Completes client discovery and expectation setting around engagement activities
• Leads client engagement initiatives
• Partners with clients to develop and execute onsite and virtual events to increase engagement
• Partners with Marketing to design events and experiences that drive account activations and users
• Responsible for supporting new account implementation
• Manages a cadence of proactively scheduled client interactions
• Leverages internal data sources to draft client facing materials
• Partners with Associate Principal and Senior Client Success Manager to work cross functionally to respond to urgent client requests
• Partner and collaborate with Medical Group, Clinical Operations, Technology, Data Science & Analytics, Marketing, Product on engagement efforts
• Provides support across the Account Management team to manage internal projects and revenue reporting
• Performs other duties as assigned

Required Qualifications

• 3+ years of client success, marketing and member experience

Preferred Qualifications

• Experience in consumer health technology, ideal
• Exceptional communication skills that are conducive to driving outcomes with clients
• Ability to build internal and external relationships, partnerships, business development
• Demonstrated ability to work cross functionally and build relationships
• Outstanding creative thinking and problem-solving skills
• Exceptional organization and project management skills with ability to work collaboratively and independently.
• Self-starter and detail-oriented, ability to multi-task in a fast-paced environment with frequently shifting priorities.

Physical Job Requirements

• Up to 50% travel
• May require standing, walking and sitting for extended amounts of time.
• Occasionally lift and carry items weighing up to 50 lbs.
• Manual and finger dexterity and hand-eye coordination
• Includes full range of body motion including.
• Requires corrected vision, hearing and speech within normal ranges. Must be able to effectively communicate with team members.