Client Success Manager

Employer Direct Healthcare

Client Success Manager ensuring successful delivery of services and value to clients at Lantern. Cultivating relationships and managing communications effectively within a collaborative team environment.

Posted 7/1/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Manage client and broker/consultant relationships throughout the client lifecycle, ensuring regular touchpoints and proactive feedback solicitation to ensure client satisfaction
Communicate clearly and concisely in both verbal and written formats, demonstrating strong time management, prioritization skills and empathy towards clients
Manage client communication for engagement marketing initiatives, including open enrollment events, webinars, mailers, ad-hoc marketing requests and case studies.
Serve as the product expert and specialty care advocate by guiding clients through features, use cases, and issue resolution while reinforcing best practices for adoption.
Collaborate cross-functionally within a team environment, ensuring seamless coordination, clear communication, and alignment across departments.
Ensure company and client objectives are met by owning execution of agreed-upon action items, maintaining alignment across stakeholders, and following through on commitments.
Partner with Client Executives to maximize retention and identify churn risks, as well as upsell and expansion opportunities.
Maintain accurate data input and hygiene in the customer relationship management system for all assigned clients.
Own service issue resolution end-to-end by investigating root causes, documenting findings, coordinating solutions across teams, and implementing improvements to prevent recurrence.
Operate effectively in a high-volume environment, balancing proactive planning with frequent client requests, follow-ups and shifting priorities

Requirements

What you’ll need

Bachelor's degree or equivalent experience.
5+ years of experience of client relationship and/or account management experience within the employee benefits, healthcare, or consulting industry, including at least one startup.
Willingness to travel up to 20%-25%.
Experience using Salesforce and SharePoint, Data Integration knowledge, and a background in Health Plan, TPA, Insurance, and/or benefits.

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Flexible work arrangements
Professional development
Collaborative culture

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Client Relationship ManagementAccount ManagementData IntegrationIssue ResolutionCustomer Relationship Management

Soft Skills

Clear CommunicationTime ManagementPrioritizationEmpathyCollaboration