Client Success Executive

Who we are

Founded in 1999 and headquartered in Central Ohio, we’re a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we’re on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost – that’s why we call ourselves Healthcare Warriors®.

We’re committed to building diverse and inclusive teams – more than 2,000 of us and counting – so if you’re excited about this position, we encourage you to apply – even if your experience doesn’t match every requirement.

Client Success Executive

THE OPPORTUNITY

Great client relationships are built on more than great service. They’re built on trust, results, and consistently showing clients that you understand what matters to them.

As a Client Success Executive, you’ll own a portfolio of client relationships and help ensure each client gets meaningful, measurable value from their partnership with us. You’ll be part strategic advisor, part relationship builder, and part problem solver.

You’ll get to know your clients’ businesses, understand what success looks like for them, and connect the right people, solutions, and insights to help them get there. You’ll also identify opportunities to deepen relationships, increase adoption, support renewals, and grow the business.

If you love building relationships, solving problems, demonstrating value, and growing a book of business, we’d love to meet you.

WHAT YOU’LL MAKE HAPPEN

• Build trusted relationships. Own day-to-day client relationships and establish credibility with stakeholders from working teams through executive leadership.
• Make our value visible. Understand each client’s goals and connect our solutions, results, and outcomes to what matters most to their organization.
• Drive engagement and adoption. Help clients get the most from their partnership through proactive engagement, education, best practices, and ongoing support.
• Grow the partnership. Identify opportunities to expand accounts through additional solutions and services that create meaningful client value.
• Protect retention. Monitor client health, identify risks early, address concerns, and demonstrate continuous value throughout the renewal cycle.
• Build the game plan. Develop strategic account plans aligned with client priorities, retention goals, and growth opportunities.
• Use the data. Track adoption, satisfaction, NPS/CSAT, revenue growth, and other key indicators to identify risks and opportunities.
• Be the client’s advocate. Partner across Sales, Product, Marketing, Support, and other teams to solve problems, share client feedback, and deliver a seamless experience.

YOU MIGHT BE A GREAT FIT IF...

You know client success is about more than being responsive. You understand the business behind the account and are comfortable having thoughtful conversations about performance, challenges, opportunities, and growth.

You bring:

• A bachelor’s degree in business or a related field, or equivalent practical experience.
• 5–7+ years of experience in client success, account management, consulting, sales, or a similar client-facing role.
• A successful track record managing and growing a portfolio of mid-sized or complex client relationships.
• Experience driving client outcomes, satisfaction, retention, renewals, and revenue growth.
• Strong relationship-building, communication, and presentation skills, including confidence working with executive stakeholders.
• Experience coordinating complex client needs across multiple internal teams.
• A commercial mindset with the ability to recognize opportunities where additional solutions can create value.
• Strong analytical and problem-solving skills, plus experience using CRM or client success platforms.
• The ability to travel as needed based on client needs and a commitment to protecting company, client, and member data.

WHAT’S IN IT FOR YOU

We want our people to feel supported at work and outside of it.

• Compensation: Competitive base pay, incentive plans, and employee referral bonuses.
• Coverage: Health, vision, and dental, plus life insurance, legal and identity protection, adoption assistance, EAP resources, CirrusMD services, and more.
• Retirement: 401(k) with up to a 4% employer match and full vesting from day one.
• Balance: PTO, seven paid holidays, parental leave, volunteer days, paid sabbaticals, and more.
• Development: Up to $5,250 annually in tuition reimbursement, continuing education support, paid training, and leadership development.
• Culture: A people-first environment focused on collaboration, inclusion, community, and making a meaningful difference through the work we do.

READY TO JOIN US?

Here’s what you can expect from our hiring process:

Application → Assessment (if needed) → Interviews → Offer → Background Check → Start Your Career!

A FEW THINGS TO KNOW

Current Associates: Already part of the team? Apply internally through Lever.

Diversity, Equity & Inclusion: We welcome everyone and value the different backgrounds, perspectives, and experiences people bring to our organization. We’re committed to empowering our Employee Resource Groups and are proud to be an equal opportunity employer.

Agencies: We do not accept unsolicited resumes or outreach from third parties. A signed MSA and approval from Talent Acquisition to submit candidates for a specific requisition are required for third-party submissions to be eligible for payment.

Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing basis without requiring sponsorship.

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