Client Success Manager, SMB

It's 2024, and we believe that health benefits should be as simple as breathing. Welcome to Healthee - your digital compass to navigate the vast world of healthcare benefits. Imagine discovering your coverage, identifying the right provider, understanding your costs, and booking an appointment—all in the time it takes to send a tweet! That's what we do, and we do it in 27 seconds flat.

Our quest is to redefine healthcare experiences for employees worldwide through our cutting-edge AI platform, ensuring they not only navigate but truly optimize their health plans.

Are you driven by a mission to make a difference? Dive in!

Job Summary

As an SMB Customer Success Manager (CSM), you will be responsible for managing and nurturing relationships with Healthee’s small to medium-sized business (SMB) clients. Your primary focus will be to ensure customer satisfaction, retention, and growth by providing tailored solutions, support, and guidance. You will act as the primary point of contact for customers, helping them achieve their business objectives through the successful adoption and use of our products or services.

The SMB CSM will initially report directly to the VP of Client Services.

Key Responsibilities

Act as the client’s primary point of contact for all customer inquiries and escalations while building and maintaining strong, long-lasting relationships with Healthee’s SMB accounts.
Proactively report on and monitor customer health and address concerns to ensure satisfaction.
Guide new customers through the onboarding process, ensuring a smooth and successful implementation of our products/services.
Partner with marketing to design and implement training, communication, and engagement strategies to drive platform awareness and adoption.
Regularly review and update success plans based on customer feedback and changing business objectives.
Identify upsell and cross-sell opportunities within the existing customer base to drive revenue growth.
Conduct regular business reviews with customers to highlight achievements, discuss challenges, and plan for future growth.
Advocate for the customer within the company, influencing product roadmap and service offerings based on customer feedback.

Qualifications

2+ years of experience in a Client Success or Account Management role managing a large book of business

Saas Experience (healthcare or health-tech experience is a plus)

Ability to develop cross-functional relationships and establish critical feedback loops

You feel at home leading external meetings, which may include product training and QBRs with Senior Level Executives

You thrive in an unstructured start-up environment

You’re comfortable using Microsoft Excel and PowerPoint

Willing to travel as needed (

Benefits

Health Care Plan (Medical, Dental & Vision)

Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Family Leave (Maternity, Paternity)
Short-Term & Long-Term Disability
Training & Development
Hybrid Work
Wellness Resources
Stock Option Plan

Healthee is proud to be an equal opportunity employer. We hire talented individuals regardless of gender, race, ethnicity, ancestry, age, disability, sexual orientation, gender identity or expression, military or veteran status, cultural background, religious beliefs, or any other characteristic protected by federal, state, or local laws.

Salary

For New York City-based hires only: Compensation Range: 80K-$90K base salary, subject to standard withholding and applicable taxes. In addition to base salary, the role includes the opportunity to receive annual bonus and equity based on the Company’s plans and in accordance with the Company’s policies. Compensation finally awarded to the candidate will be commensurate with the candidate’s skills and experience. Compensation ranges for candidates in locations outside of New York City may differ based on the cost of labor and such additional factors for such other locations.