Crossover Health

Customer Success Manager

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