Remote Client Success Lead — Implementations & Accounts

Cuvo Health; Richmond (VA); Remote; USD 75,000 - 100,000; Full time

Benefits offered by this job

Remote work

Performance incentive

Paid time off

Home-office allowance

Professional development

Leadership path

Job summary

Cuvo Health is seeking a Client Success Executive to manage the full client lifecycle—from onboarding through launch and ongoing account management. You will be the primary contact for an assigned portfolio, coordinating cross-functional teams to ensure timely deployments, retention and growth.

This role is fully remote and requires strong communication with senior stakeholders. The ideal candidate has 2+ years in customer success or implementation within B2B software/healthcare, with experience

Qualifications

• Bachelor's degree or equivalent professional experience.
• Two or more years of experience in customer success, implementation or account management within B2B software, healthcare or healthcare services.
• Demonstrated ability to manage multiple concurrent client implementations against defined timelines.
• Experience with regulatory, compliance or financial documentation, such as certifications, merchant underwriting, KYC, licensing or provider credentialing.
• Strong written and verbal communication skills with senior client stakeholders.
• Demonstrated accountability for client retention or renewal outcomes.
• Proficiency with Slack, Asana or comparable project management platforms, CRM systems such as HubSpot, and Microsoft 365.
• Availability to support clients across U.S. time zones.

Responsibilities

• Lead the onboarding of new clients from contract execution through launch, including kickoff, documentation and timeline management.
• Manage implementation workstreams across payment processing, pharmacy integration, platform configuration and clinical onboarding.
• Prepare, submit and manage regulatory and certification applications, including LegitScript, and coordinate responses to reviewer inquiries.
• Coordinate cross-functional teams in Engineering, Operations, Compliance and Clinical to meet launch milestones.
• Act as the primary point of contact for an assigned client portfolio and keep service levels consistent.
• Maintain the accuracy of client pricing, product catalogs and commercial documentation.
• Manage the resolution of client requests related to platform, payment and fulfillment matters.
• Conduct monthly business reviews covering performance, patient volume, retention and growth opportunities.
• Drive renewals, service expansion and portfolio retention.
• Maintain current status reporting for all assigned accounts.
• Develop and maintain implementation standards, client communication protocols and onboarding documentation.
• Oversee AI-assisted client support tools to ensure quality and appropriate escalation.

Skills

Customer success

Implementation

Account management

Communication

Cross-functional coordination

Education

Bachelor's degree or equivalent experience

Tools

Slack

Asana

HubSpot

Microsoft 365

Job description

Cuvo Health is seeking a Client Success Executive to manage the full client lifecycle—from onboarding through launch and ongoing account management. You will be the primary contact for an assigned portfolio, coordinating cross-functional teams to ensure timely deployments, retention and growth.

This role is fully remote and requires strong communication with senior stakeholders. The ideal candidate has 2+ years in customer success or implementation within B2B software/healthcare, with experience