Client Success Strategy & Operations Lead

Lantern; New York (NY); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Health Insurance

Health Savings Account

Dental Insurance

Vision Insurance

Paid Parental Leave

Short & Long Term Disability

Life and AD&D Insurance

Commuter Spending

Retirement Savings Plan

Paid Vacation

Job summary

Lantern is seeking a Senior Lead in Strategy & Operations, Client Success, to partner with CS leadership in annual planning, performance measurement, and operating cadence. You will embed with the Client Success team to optimize capacity, quotas, and cross-functional initiatives across Sales, Marketing, and technology groups.

You will build health signals, collaborate on Salesforce data solutions, and help scale a high-growth organization while focusing on execution and customer impact.

Qualifications

• 5+ years of relevant professional experience in strategy, operations, or revenue-related roles.
• Experience in healthcare or employer benefits is a plus.
• Demonstrated ability to leverage AI to streamline workflows.

Responsibilities

• Partner with CS leadership to run annual planning and resource allocation.
• Lead capacity modeling, quotas, and operating cadence development.
• Build and monitor a customer health score/model using multiple data sources.
• Define and track OKRs and KPIs for the Client Success team.
• Drive cross-functional initiatives with Sales, Marketing, and GTM Systems teams.

Skills

Strategic thinking

Analytical skills

Project management

Cross-functional collaboration

Executive communication

Tools

Salesforce

AI tools

Job description

Lantern is seeking a Senior Lead in Strategy & Operations, Client Success, to partner with CS leadership in annual planning, performance measurement, and operating cadence. You will embed with the Client Success team to optimize capacity, quotas, and cross-functional initiatives across Sales, Marketing, and technology groups.

You will build health signals, collaborate on Salesforce data solutions, and help scale a high-growth organization while focusing on execution and customer impact.