Senior Director
Client Success
Posted on 8/25/2023
INACTIVE
Rightway
Rightway simplifies the healthcare experience for employers and members.
Locations
Denver, CO, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Data Analysis
Marketing
Salesforce
CategoriesNew
Sales & Account Management
Requirements
  • 10+ years of relevant experience in client management, consulting (strategy, healthcare, benefits), or operations
  • Minimum 4+ years of experience in the healthcare, health tech, or benefits industry
  • Bachelor's Degree required
  • Experience leading and developing teams working with complex products
  • Operational excellence and ability to work cross-functionally
  • Has had primary ownership in strategic account relationships for a sustained period
  • Excellent critical thinking skills, combined with the ability to present beliefs clearly and compellingly in verbal and written form, particularly the ability to convey technical / nuanced information in an accessible and understandable manner
  • Ability to juggle several high-priority initiative at once and continuously reprioritize to ensure the most impactful work is accomplished
  • Relationship oriented, with a high degree of comfort managing external stakeholders
  • Adept at presenting in large groups, both in-person and virtually, and managing challenging or escalated client situations
  • Comfortable with ambiguity and motivated to solve complex problems with a creative, can-do mindset
  • Bias towards action
  • Advanced skills in MS Office and/or Google Suite and Salesforce (or other CRM)
Responsibilities
  • Lead a team of high-performing Client Success Managers and Associates
  • Evolve the current client segmentation and service model for a scaling organization and manage team capacity and staffing
  • Drive and operationalize client renewal, growth (upsell / cross-sell), and retention strategies
  • Build process playbooks, tools, and templates to ensure consistency and scalability of team execution
  • Partner cross-functionally to introduce new processes that optimize internal resources, improve service quality, and enable higher volume output
  • Lead strategic account planning, with involvement from key stakeholders across the organization, and ensure actionable and timely execution on plans
  • Drive team accountability in meeting client deadlines and delivering on key initiatives, such as churn mitigation and member activation
  • Build long-term strategic client partnerships focused on driving significant ROI that result in expanded relationships over time
  • Deepen client feedback and data-gathering and develop strategies to address gap areas
  • Collaborate with Marketing, Service Delivery, Ops, Product, Analytics, etc. on strategic initiatives and client requests, including influencing roadmap for customizations
  • Optimize the client relationship handoff process from Implementation to CS
  • Manage all facets of CS team member onboarding, training, and growth / development
  • Oversee executive-level client relationships and facilitate involvement of Rightway's executive sponsors in key accounts
  • Drive annual planning process for CS team, including developing goal and KPI targets
  • Travel to important client meetings (e.g., kickoffs) and broker / TPA meetings as relevant