Client Success Manager

Account Management San Bernardino, California


Job Responsibilities

The Client Success Manager is a data-driven client facing member of the Account Management team. This individual prioritizes the client and member experience while developing and executing revenue growth plans.  

  • Partners with Associate Principal to leverage Account Management systems and dashboards to proactively identify opportunities to impact team revenue goals
  • 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 marketing initiatives
  • Partners with clients to develop and execute onsite events to increase engagement
  • Partners with Marketing to design events and experiences that drive account activations
  • 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 Principal and Associate Principal to work cross functionally to respond to urgent client requests
  • Submits internal team requests and tracks to completion (ex: Business Intelligence, Tech, Marketing)
  • Provides support across the Account Management team to manage internal projects and revenue reporting
  • Performs other duties as assigned

Required Qualifications 

  • 3+ years of client success, marketing and member experience
  • Bachelor’s degree in a relevant discipline

Preferred Qualifications

  • 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

Physical Job Requirements

  • Up to 50% travel
  • May require standing, walking and sitting for extended amounts of time.
  • Occasionally lift and carry items weighing up to 50 lbs.
  • Manual and finger dexterity and hand-eye coordination
  • Includes full range of body motion including.
  • Requires corrected vision, hearing and speech within normal ranges. Must be able to effectively communicate with team members.

Crossover Health is committed to Equal Employment Opportunity regardless of race, color, national origin, gender, sexual orientation, age, religion, veteran status, disability, history of disability or perceived disability. If you need assistance or an accommodation due to a disability, you may email us at [email protected]

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.