Client Success Manager (Small-Market) Garner

HelpfulRemote; Northern (KY); Remote; USD 90,000 - 130,000; Full time

Job summary

HelpfulRemote is seeking a seasoned account manager to oversee a high-volume book of 50–75 small-market client and broker relationships, focusing on engagement, satisfaction, and retention across the United States. The role requires strong collaboration with sales, account management, and member services to resolve issues and drive renewals.

Applicants should have 3+ years of B2B experience, preferably in healthcare or benefits, and excel in project management, data-driven decision making, and

Qualifications

• 3+ years managing a large B2B book of business with a track record of driving engagement and retention.
• Experience in healthcare or benefits is ideal.
• Strong project management, data-driven decision making, and executive communication skills.

Responsibilities

• Manage a high-volume book of 50–75 small-market client and broker relationships focused on engagement, satisfaction, and retention.
• Monitor account health, execute engagement plans, and track KPIs.
• Lead client meetings and collaborate with sales, account management, and member services teams to resolve issues and drive renewals.

Skills

Account management

Client engagement

Data-driven decision making

Executive communication

Project management

Job description

This role manages a high-volume book of small-market client and broker relationships, around 50 to 75 accounts, focused on engagement, satisfaction, and retention. The job involves monitoring account health, executing engagement plans, tracking KPIs, leading client meetings, and collaborating with sales, account management, and member services teams to resolve issues and drive renewals.

The employer wants at least 3 years managing a large B2B book of business with a track record of driving engagement and retention, ideally in healthcare or benefits. Strong project management, data-driven decision making, executive communication skills, and the ability to juggle multiple client relationships and competing priorities are required.

This is a full-time position open to candidates based in the United States, with remote work allowed and occasional travel to the company’s New York City headquarters, plus up to 20% travel for client-facing sessions.

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