Sr. Client Success Manager

Wellthy is seeking a Sr. Client Success Manager to serve as the main point of contact for employer partners, helping them maximize the value of their Wellthy partnership. This role combines relationship management, project coordination, product expertise, and team leadership, including coaching and supporting other Client Success team members.

Responsibilities will include:

• Manage a portfolio of client accounts, developing strategic and tactical plans to drive satisfaction, retention, and growth
• Act as a client/partner advocate within Wellthy, ensuring client feedback is communicated and addressed
• Collaborate with team members to align on company goals and objectives
• Develop and implement creative retention strategies to minimize client churn
• Work closely with growth and sales teams to identify opportunities for account expansion and maximize revenue
• Own communications to meet mutually agreed upon goals, including quarterly business reviews, client meetings, events, and project plans
• Lead initiatives for growth within existing client base, overseeing renewal efforts to expand and deepen client relationships
• Collaborate on planning and executing engagement programs to inform and educate employees about Wellthy’s solutions
• Establish shared performance metrics to assess the effectiveness of client initiatives and ensure continuous improvement
• Support strategic initiatives aligned with Client Success and broader organizational objectives
• Foster cross-functional collaboration to enhance the client and sponsored member experience
• Commit to continuous learning and develop subject matter expertise in strategic areas supporting clients and business goals
• Leverage data and analytics to assess client engagement and satisfaction, preparing regular reports on client success metrics and KPIs
• Stay informed about product updates, features, and industry trends to communicate value propositions to clients
• Positively impact company culture through active participation and contribution
• Travel up to 15% of the year, primarily for client Open Enrollment events and strategic meetings

You’re a great fit if you:

• Have 5+ years of experience in account management, client success, implementation, or healthcare management
• Build relationships at all levels as a trusted and respected thought partner
• Have experience in upselling and retaining customers to drive additional revenue
• Are experienced with SaaS-based solutions and platforms
• Can mentor junior team members while managing your own book of business
• Use data-driven insights to craft compelling stories and influence client decisions
• Are a subject matter expert on product specifics, use cases, and best practices
• Navigate complex client relationships and effectively convey client needs internally
• Solve complex problems by analyzing information and uncovering root causes
• Communicate clearly and concisely with internal and external stakeholders
• Are willing and able to travel as needed (approx. 15%)

Preferred but not required:

• Experience at a high-growth company
• Understanding of employee benefits, digital health, and startup environments
• Data integration proficiency

Total Compensation

The starting salary for this position is $99,000–$121,000.

Additional benefits include:

• Remote work environment
• Medical, dental, and vision benefits within 30 days of hire
• Retirement savings account with matching company contributions
• Mental health benefits
• 15 days paid vacation, with two additional days for each subsequent year (up to 25 days)
• Sick and caregiving days
• Professional development initiatives
• Generous parental leave during a new child’s first year