Client Success Executive – Pharmacy Benefit Management
TrueScripts Management Services
Customer Success Manager, SMB
EvenUp
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $80,000 - $85,000 per year
Job Level
JuniorMid-Level
About the role
- Regularly conduct check-ins, business reviews, and adoption analyses to ensure customers are leveraging the full capabilities of EvenUp’s platform.
- Collaborate with internal teams to deliver value and resolve challenges promptly.
- Partner with customers to establish success metrics and ensure alignment with their business goals.
- Execute success plans for customers, driving measurable outcomes.
- Build and maintain strong relationships with key customer stakeholders, ranging from firm leadership to end-users.
- Serve as the primary point of contact for all customer-related matters within your portfolio.
- Own the renewal process for your accounts, working to secure favorable outcomes for both EvenUp and the customer.
- Analyze and mitigate risks to customer retention by addressing concerns and providing solutions proactively.
- Identify and qualify upsell or cross-sell opportunities to drive additional value for customers.
- Collaborate with Sales on proposals for cross-sell opportunities based on customer-specific needs.
- Document customer feedback, use cases, and success stories to inform internal product development and roadmap planning.
- Act as a voice of the customer in internal discussions to prioritize feature requests and improvements.
- Ensure all customer interactions and account activities are tracked accurately in the CRM system.
- Provide regular updates on account health metrics and identify trends across your portfolio.
- Partner with cross-functional teams, including Product, Sales, and Operations, to deliver seamless customer experiences.
- Share insights and best practices with the broader Customer Success team to enhance overall team performance.
Requirements
- Bachelor’s degree in a related field
- 2+ years of experience in Customer Success, Account Management, or a similar customer-facing role, preferably with SMB customers.
- Experience navigating a fast-paced, high-growth environment, balancing competing priorities while maintaining a customer-first mindset.
- Proven ability to manage a portfolio of accounts and deliver exceptional results.
- Strong problem-solving and critical-thinking skills with a proactive approach to customer challenges.
- Exceptional interpersonal, communication, and presentation abilities.
- Familiarity with SaaS business models is a strong advantage.
- Experience leveraging CRM systems to manage portfolios and track customer health metrics.
- Legal Tech or experience working with law firms is a strong plus.
Benefits
- Choice of medical, dental, and vision insurance plans for you and your family
- Additional insurance coverage options for life, accident, or critical illness
- Flexible paid time off, sick leave, short-term and long-term disability
- 10 US observed holidays, and Canadian statutory holidays by province
- A home office stipend
- 401(k) for US-based employees and RRSP for Canada-based employees
- Paid parental leave
- A local in-person meet-up program
- Hubs in San Francisco and Toronto
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Customer SuccessAccount ManagementPortfolio ManagementProblem-solvingCritical-thinkingSaaSCRM systemsCustomer health metricsUpsellingCross-selling
Soft skills
Interpersonal skillsCommunication skillsPresentation skillsProactive approachRelationship buildingCollaborationAnalytical skillsCustomer-first mindsetAdaptabilityTeam performance enhancement
Certifications
Bachelor’s degree
