Client Success Specialist Description

Savii; Minnesota; Hybrid; USD 50,000 - 75,000; Full time

Job summary

Savii is seeking a Client Success Specialist to guide employer clients from onboarding through long-term success of their ICHRA benefit program. You are the main point of contact, building knowledge of each client and their people to deliver a personal, consistent experience.

You will manage a defined book of business, collaborate with brokers as needed, and proactively identify ways to help clients achieve their goals. Strong written and verbal communication are essential.

Qualifications

• Strong written and verbal communication skills.
• 1–3 years of experience in a client-facing role — customer service, account management, client success, or similar.

Responsibilities

• Onboard new employer clients from contract signing to successful launch.
• Serve as the primary point of contact for your book of business after onboarding.
• Communicate proactively with clients at every stage and maintain deep knowledge of their needs and goals.

Skills

Communication skills

Customer service

Client focus

Job description

Location Remote work, based in Minnesota, Nebraska or Iowa. Travel to in-person meetings may periodically be required.

Savii is an ICHRA benefits administration company on a mission to make IndividualCoverage Health Reimbursement Arrangements accessible, accurate, and personal— for employers and the people who work for them. We believe every employeedeserves access to quality health coverage, and every employer deserves a partnerwho makes offering it simple.We are a talented and intentional team building something that matters. We movefast, communicate openly, and hold ourselves to a high standard — because weknow the work we do has real impact on real people. If you're looking for a placewhere your contribution is visible, your ideas are welcome, and your growth issupported, we'd love to meet you.

Position Overview

The Client Success Specialist is one of the most important roles at Savii. You are theperson our clients count on — from their very first day of onboarding through thelong-term success of their ICHRA benefit program.This is not a handoff role. You own the full client journey. You onboard new employerclients, build deep knowledge of their organization and their people, and stay withthem as their primary point of contact for as long as they're a Savii client. Thatcontinuity is intentional — it's how we deliver an experience that feels personal,consistent, and trustworthy rather than transactional.You'll manage a defined book of business, balance the needs of direct employerclients with broker-backed relationships, and bring a proactive, solutions-orientedmindset to everything you do. At Savii, we don't look for people who identify problemsand wait for someone else to solve them — we look for people who see what needsto happen and make it happen. You don't need to know everything about ICHRA onday one — we'll teach you. What you do need is a genuine love of people, acommitment to following through, and the drive to do excellent work.

What You'll Do

Client Onboarding

• Guide new employer clients through the full onboarding process from signed contract to successful launch
• Communicate proactively and clearly with clients at every stage — so they always know where things stand

Ongoing Client Success

• Serve as the primary point of contact for your book of business after onboarding is complete
• Build and maintain deep knowledge of each employer client — their team, their needs, and their goals

Qualifications

Required

• 1–3 years of experience in a client-facing role — customer service, account management, client success, or similar
• Strong written and verbal communication skills — you ' re clear, warm, and professional

Preferred

• Experience in benefits administration, health insurance, or HR services
• Familiarity with ICHRA, ACA, or employer-sponsored health benefits

What Success Looks Like

In your first 90 days, you've completed onboarding training, taken ownership of yourfirst client accounts, and your clients know your name and trust your follow-through.At six months, your book of business is healthy. Clients are engaged, issues areresolved quickly, and you're proactively identifying ways to serve them better. Yourteammates describe you as reliable, communicative, and solutions-focused.At nine months and beyond, you're a full contributor to the Client Success team. Youknow your clients deeply, you've contributed ideas that improved our processes, and'youre helping shape what great looks like at Savii.

Our Commitments to You

We will be honest with you about what the role requires and what the company isbuilding. We will give you the tools, training, and support you need to do excellentwork. We will recognize your contributions and invest in your growth. And we will treatyou as the talented, capable professional you are.

Work Environment & Physical Requirements

• Remote position – must have reliable internet access and a computer.
• Ability to remain in a stationary position for extended periods.
• Flexible remote work environment.
• Direct mentorship from senior leadership.

Savii Co is an Equal Opportunity Employer and is committed to providing reasonableaccommodations to qualified individuals with disabilities. To perform this jobsuccessfully, an individual must be able to perform the essential functions listed,including extended use of computer screens, keyboards, and other technologydevices, ability to remain in a stationary position for up to five hours, ability tocommunicate clearly, calmly and accurately via email, chat, and telephone. If youneed assistance or an accommodation due to a disability, please contact thesupervisor.

Ready to make an impact

Join our team and help us build the future of healthcare benefits