Senior Lead, Strategy & Operations

Employer Direct Healthcare

Senior Lead in Strategy & Operations driving successful client launches at Lantern. Collaborating with leadership to enhance Client Success effectiveness in a high-growth environment.

Posted 7/17/2026full-timeNew York City • New York • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical skills and strategic thinking to shape and implement Client Success strategies, establish growth targets, and monitor key performance indicators. Proven ability to manage cross-functional initiatives and leverage data-driven insights to enhance customer health and operational efficiency.

Highest-signal resume keywords

Client Success Strategy DevelopmentOKR and KPI EstablishmentCross-Functional Project ManagementAnalytical SkillsBusiness Operations Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisSalesforce ImplementationCustomer Health ScoringGrowth Target SettingQuotas Management

Soft Skills

Strategic ThinkingExcellent Problem-SolvingSupreme OrganizationPersistenceProactive Communication

Tools & Technologies

GTM SystemsAI Workflow Optimization

Industry Keywords

Investment BankingManagement ConsultingHealthcareEmployer BenefitsClient Success

About the role

Key responsibilities & impact

Be the right-hand to the Client Success leadership team, addressing their various strategic and operational needs
Shape and directly implement the Client Success strategy & design, including establishing growth targets, segmenting our client base, designing and managing books of business, setting quotas, and developing cross-functional plans that ensure we achieve those targets
Establish OKRs and KPIs; monitor and report on them regularly; and ensure the CS team can easily access and take action on these metrics
Stand up the Client Success operating cadence to manage upsell and renewals pipeline, flag risks, devise countermeasures to those risks, and forecast accurately
Build a customer health score/model with qualitative and quantitative inputs from a variety of complex sources that identify whitespace and churn risk
Project-manage a variety of cross-functional initiatives that level-up the Client Success organization by partnering with others in Strategy & Operations along with Sales, Marketing, Network, and technology teams
Work closely with leadership to collect business requirements for Salesforce and other data to capture, ensuring these solutions are implemented successfully by your GTM Systems teammates

Requirements

What you’ll need

5+ years of relevant professional experience
Deep analytical skills with high attention to detail
Strategic thinking and ability to articulate long-term value creation, not just operational discipline
Supreme organization, coupled with persistence to keep following up until things are done and proactively communicate progress
Gritty, hard working, and able to operate in a dynamic, high-growth environment
Excellent problem-solving skills and structured thinking when the problem at hand is ambiguous
3+ years of experience in investment banking or management consulting background (bonus if you have)
Experience in healthcare or employer benefits (bonus if you have)
Demonstrated experience in business operations or Client Success (bonus if you have)
Demonstrated ability to leverage AI to streamline and improve workflows (bonus if you have)

Benefits

Comp & perks

Medical Insurance
Dental Insurance
Vision Insurance
Short & Long Term Disability
Life Insurance
401k with company match
Paid Time Off
Paid Parental Leave