Client Success Manager - Must be based in NC, SC or GA
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About the role
The Client Success Manager II is responsible for developing and maintaining a strong and lasting client and broker/consultant partnership with assigned m edium to large/jumbo clients. This role is engaged in the strategic and proactive planning within the client's overall line of business and is responsible for identifying and executing opportunities to engage the employee and member population to ultimately drive clinical and savings outcomes. This is accomplished via proactive and timely issue resolution, consulting customers on best practices, reviewing service/product offerings, recommending new solutions and providing market insights. Details about the CSM II client portfolio are outlined below: Portfolio Size: 10 - 15 m edium to large/jumbo sized accounts averaging $8M each Contract Type: Complex, high-value, or at-risk contracts requiring bespoke solutions and financial accountability. ESSENTIAL DUTIES & RESPONSIBILITIES Independently manages a complex book of business, including clients with advanced performance guarantees and fully at-risk contracts. Develop a deep understanding and interest of population health and health care utilization data with the ability to articulate results - leveraging data to tell a story (relate and interpret data). Participates in new health center implementations planning and launch alongside the Sales team, Director of Operations & local operations leadership and Implementation Team. Leads competitive renewal re-bids, often involving larger pursuit teams and complex negotiations. Manage contractual requirements including renewal terms and successfully renew clients at targeted escalation. Prioritize low margin clients for improvements in revenue and expense management. Identify and target revenue growth opportunities with existing clients including new member populations, health centers, products, and services. Supports clients requiring bespoke engagement, advanced analytics, and tailored solutions. Help define and leverage the "coverage model" for assigned clients. Use creative feedback tools to develop an understanding of customer's needs, work with internal partners to improve products and services. Acts as a strategic advisor to clients, leveraging deep industry expertise and relationship management skills. Coordinate with the marketing team to develop and implement client specific engagement plan including communication and incentive plans to improve utilization and patient experience. Responsible for partnering with Directors of Operations and local health center leadership on ways to drive -employee and member engagement, achieve clinical and savings metrics as well as performance guarantees and maintain open communications with clinical staff. Partners closely with Dyad partners and cross-functional teams to drive operational excellence and resolve escalated issues. In collaboration with Operational & Clinical leadership, analyze, summarize, report and manage performance data related to clinic operations. Understand and track risk metrics related to the success of the partnership. Proactively monitor and manage Performance Guarantees to manage payout. Salesforce documentation and reporting. Execute all necessary contractual requirements in a timely manner; may assist in Requests for Proposals (RFPs) as requested. Support the coordination of client eligibility file processing, invoicing, incentive documentation and reporting. May serve as the lead point of contact for all customer needs/request. Maintain broker relationship and engage in positive relationship to advocate on behalf of mutual client. Run, interpret and deliver client reporting on the appropriate frequency. Serves as a mentor and resource for CSM I team members, contributing to talent development and best practice sharing.