Client Success Manager - Midwest

Summary

Crossover Health is a national, team-based medical group focused on wellbeing, prevention, and an integrated Primary Health model. The Client Success Manager supports client and member engagement by developing revenue growth strategies, managing client relationships, coordinating events, and collaborating cross-functionally to drive account activations and engagement.

Responsibilities

• Partners with Associate Principal or Senior Client Success Manager to leverage Account Management systems and dashboards to proactively identify opportunities to impact team revenue goals
• Consults with client on planning, execution and analysis of tailored engagement strategies and tactics
• Develops and executes against path to achieving/exceeding revenue targets as related to member engagement
• Completes client discovery and expectation setting around engagement activities ● Leads client engagement initiatives
• Partners with clients to develop and execute onsite and virtual events to increase engagement
• Partners with Marketing to design events and experiences that drive account activations and users
• Responsible for supporting new account implementation
• Manages a cadence of proactively scheduled client interactions
• Leverages internal data sources to draft client facing materials
• Partners with Associate Principal and Senior Client Success Manager to work cross functionally to respond to urgent client requests
• Partner and collaborate with Medical Group, Clinical Operations, Technology, Data Science & Analytics, Marketing, Product on engagement efforts
• Provides support across the Account Management team to manage internal projects and revenue reporting
• Performs other duties as assigned

Skills

• Must reside in Illinois, Indiana, Ohio, or Kentucky
• 3+ years of client success, marketing and member experience
• Bachelor's degree in a relevant discipline
• Experience in consumer health technology, ideal
• Exceptional communication skills that are conducive to driving outcomes with clients
• Ability to build internal and external relationships, partnerships, business development
• Demonstrated ability to work cross functionally and build relationships
• Outstanding creative thinking and problem-solving skills
• Exceptional organization and project management skills with ability to work collaboratively and independently
• Self-starter and detail-oriented, ability to multi-task in a fast-paced environment with frequently shifting priorities

Qualifications

Must Haves

• Must reside in Illinois, Indiana, Ohio, or Kentucky
• 3+ years of client success, marketing and member experience
• Bachelor's degree in a relevant discipline

Nice to Haves

• Experience in consumer health technology, ideal
• Exceptional communication skills that are conducive to driving outcomes with clients
• Ability to build internal and external relationships, partnerships, business development
• Demonstrated ability to work cross functionally and build relationships
• Outstanding creative thinking and problem-solving skills
• Exceptional organization and project management skills with ability to work collaboratively and independently
• Self-starter and detail-oriented, ability to multi-task in a fast-paced environment with frequently shifting priorities

Benefits

• Annual bonus opportunity
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Short- and Long-Term Disability
• Life Insurance
• Paid Time Off
• 401K