Client Success Principal

Lever, Inc.; San Francisco (CA); Remote; USD 128,000 - 167,000; Full time

Benefits offered by this job

Bonus

Equity

Remote-first culture

401(k) savings plan

Medical, vision, and dental coverage

PTO and DTO

Parental leave

Work-From-Home reimbursement

Job summary

Included Health is seeking a Client Success Principal to drive retention, upsell and NPS targets across a portfolio of enterprise clients. You will act as trusted advisor, translate client strategy into measurable outcomes, and resell IH services.

This role emphasizes strategic leadership, cross-functional collaboration, and periodic business reviews with executives. Travel up to 25% is expected; a remote-first culture supports collaboration.

Qualifications

• 7+ years client success experience serving mid to large enterprise clients.
• Experience in navigator, digital health point solution, carrier, consultant, or related.
• Deep understanding of the employer benefit landscape, key stakeholders and decision makers.
• Executive level communication ability that showcases a compelling value proposition, delivers insights, and manages difficult conversations.
• Ability to work internally across functions to achieve client contractual commitments and results.
• Proven ability analyzing and interpreting data - deriving insights that support value delivery for clients
• Solution focused, curious, lifelong learner, optimistic problem solver.
• Travel up to 25%.

Responsibilities

• Portfolio management of complex clients, seeking upsell and expansion.
• Develop client goals and measurable outcomes with IH.
• Establish retention and upsell plans and monitor client health.
• Advise on member engagement, utilization, and marketing alignment.
• Identify and promote upsell opportunities within IH offerings.
• Deliver business reviews showing progress toward ROI and outcomes.
• Cultivate trusted advisor relationships with client executives.
• Coordinate with vendors in the client's benefits ecosystem.
• Lead client onboarding to align with contract and advocate internally.
• Negotiate renewals and expand IH services within contract terms.
• Mitigate churn risk and align with cross-functional partners.
• Maintain CS and CRM platforms and document interactions.
• Mentor CS colleagues and participate in improvement projects.

Skills

Client success leadership

Enterprise experience

Employer benefit landscape

Executive communication

Cross-functional collaboration

Data analysis & insights

Solution oriented

Travel 25%

Job description

Job Summary:

The Client Success Principal role is a customer success professional responsible for achieving Retention, Upsell and NPS targets for their portfolio of customers in addition to other objectives and key results. This individual contributor plays a critical role in cultivating client relationships and serves as a trusted advisor to them. They understand and advance client strategy that aligns to Included Health's services and solutions. They are an expert in Included Health offerings, reselling value and deepening our partnerships with them. They provide strategic thought leadership and business insights that showcase member outcomes and progress towards client ROI.

Responsibilities:

• Portfolio Management: You will manage a portfolio of complex clients reselling the value of IH services and solutions while seeking opportunities to deepen the partnership through upsell and expansion.

• Client Goals & Strategy: You will develop a deep understanding of client strategy, partnering with clients to develop measurable goals and define desired business outcomes for their relationship with IH.

• Retention & Upsell Plan: You will establish and maintain a Retention and Upsell Plan for each assigned client. And, you will engage internal partners to intentionally drive client health including member utilization and client ROI to meet client expectations and deliver on contractual commitments.

• Member Engagement, Utilization & Marketing: You will consult with clients encouraging alignment to IH Marketing Best Practices. You will partner with the IH Marketing team to define and execute a holistic member engagement strategy aligned to contractual commitments.

• Upsell & Expand: You will resell the value of IH services, products and solutions, identifying and promoting upsell opportunities while seeking opportunities to expand and deepen the relationship.

• Business Reviews: You will deliver recurrent business reviews demonstrating progress towards and achievement of shared success measures including member engagement, utilization, clinical impact, PGs and ROI while demonstrating a strategic command of the client's experience and linking results to the client's desired business outcomes and goals.

• Relationship: You will conduct recurrent Partnership Connect meetings with daily client contacts galvanizing the partnership and creating a trusted advisor bond. You will cultivate professional relationships and trusted advisor status with client executives and consultants. You will collaborate with vendors in the client's benefits ecosystem to optimize the member experience and the client investment.

• Client Onboarding: You will understand client contractual commits and ensure client expectations are well managed and effectively aligned to contract. You will serve as the internal IH client advocate and represent Client Success in Implementation activities.

• Renewal Management: You will negotiate price increases at renewal, actively seeking opportunities to expand IH services and offerings while ensuring the renewal is completed with most-current IH contract terms.

• Escalation Management: You will mitigate churn risk and engage cross-functional IH business partners to advance client strategy while serving as the client's advocate within IH.

• CS Operations & Other Tasks: You will maintain CS and CRM Platforms in keeping with CS leadership expectations / CS Strategies. You will document all client interactions and follow-up in appropriate IH systems and to clients via email to achieve client commitments and document expectations.

• CS Mentorship & Initiatives: You will serve as a mentor to CS colleagues helping them onboard and become more proficient. You will participate in special projects to improve effectiveness of CS, and client and member experience as needed.

Qualifications:

• 7+ years client success experience serving mid to large enterprise clients.

• Corporate experience working at a navigator, digital health point solution, carrier, consultant, population health management firm, or related.

• Deep understanding of the employer benefit landscape, key stakeholders and decision makers.

• Executive level communication ability that showcases a compelling value proposition, delivers insights, and manages difficult conversations.

• Ability to work internally across functions to achieve client contractual commitments and results.

• Proven ability analyzing and interpreting data - deriving insights that support value delivery for clients

• Solution focused, curious, lifelong learner, optimistic problem solver.

• Travel up to 25%.

Benefits & Perks:

In addition to receiving a great compensation package, the compensation package may include, depending on the role, the following and more:

• Bonus
• Equity
• Remote-first culture
• 401(k) savings plan through Fidelity
• Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance)
• Paid Time Off ("PTO") and Discretionary Time Off ("DTO")
• 12 weeks of 100% Paid Parental leave
• Family Building & Compassionate Leave: Fertility coverage, $25,000 for surrogacy/adoption, and paid leave for failed treatments, adoption or pregnancies.
• Work-From-Home reimbursement to support team collaboration home office work
• Your recruiter will share more about the salary range and benefits package for your role during the hiring process.

The base salary range for this full-time position is $127,660.00- $167,112.00 per year in the United States. This posted range reflects the portion of our internal salary band that is currently funded for new hires in this role across our standard labor markets (Zones A-C).

About Included Health

Included Health is a new kind of healthcare company, delivering integrated virtual care and navigation. We’re on a mission to raise the standard of healthcare for everyone. We break down barriers to provide high-quality care for every person in every community-no matter where they are in their health journey or what type of care they need, from acute to chronic, behavioral to physical. We offer our members care guidance, advocacy, and access to personalized virtual and in‑person care for everyday and urgent care, primary care, behavioral health, and specialty care. It’s all included. Learn more atincludedhealth.com.

Included Health is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law. Included Health considers all qualified applicants with arrest or conviction records in accordance with the San Francisco Fair Chance Ordinance, the Los Angeles County Fair Chance Ordinance, and California law.