Senior Enterprise CS Manager - Behavioral Health and ROI

Workplace Options; Birmingham (AL); On-site; USD 90,000 - 120,000; Full time

Job summary

Workplace Options is seeking a Senior Customer Success Manager to own a book of enterprise employer accounts end to end. You’ll be a trusted strategic advisor to client executives, HR leaders, brokers, and carrier partners, using data to drive retention and growth.

This on-site role requires relationship management excellence and a passion for mental health and employee wellbeing. Travel is regional and national (30-40%).

Qualifications

• 7+ years in customer success or account management in EAP/behavioral health/healthcare
• Bachelor's degree or equivalent experience
• Experience managing enterprise accounts through multiple renewal cycles
• Experience partnering with brokers, consultants and carrier partners
• Strong financial acumen: pricing, contract terms, revenue forecasting
• Able to interpret utilization data and benchmarks for client recommendations
• Polished communicator with C-suite, HR and broker audiences
• Proficient with MS Office, Google Suite and CRM; comfortable using AI tools
• Organized and adaptable managing a full book of accounts
• Regional/national market experience; familiar with plan documents and digital health a plus
• Passion for helping employees and their families live healthier lives
• Valid driver's license; willingness to travel regionally/nationally

Responsibilities

• Own a book of enterprise EAP/behavioral health clients, driving retention and growth
• Partner with brokers, consultants and carrier partners as co-owners of client relationships
• Lead client meetings and quarterly/annual reviews to show value and ROI
• Build data-driven presentations using utilization and market trends
• Own the renewal cycle from pricing/contracting to open enrollment
• Hit retention and expansion targets through proactive account planning
• Evolve client strategy with digital solutions and internal teams
• Collaborate with Sales and Implementation on smooth handoffs/onboarding
• Shape training/engagement strategies around client goals
• Represent the company on-site at health fairs and events
• Coordinate with Clinical/Operations/Finance/Legal/Compliance to resolve issues
• Mentor Customer Success Managers and shape team playbooks

Skills

Enterprise account management

Relationship management

Data-driven decisions

C-suite presentations

Forecasting & pricing

CRM tools (Salesforce)

AI tools familiarity

Organizational skills

Travel readiness

Team mentorship

Negotiation

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Google Suite

Salesforce or similar CRM

Job description

Workplace Options is seeking a Senior Customer Success Manager to own a book of enterprise employer accounts end to end. You’ll be a trusted strategic advisor to client executives, HR leaders, brokers, and carrier partners, using data to drive retention and growth.

This on-site role requires relationship management excellence and a passion for mental health and employee wellbeing. Travel is regional and national (30-40%).