Health Evolution

Manager

• Build and maintain meaningful one-on-one relationships with executive members, serving as their primary point of contact and trusted resource within Health Evolution
• Develop and manage a best-in-class member onboarding experience
• Manage reporting of KPIs to track member benefit utilization, program engagement, and overall health of the membership
• Develop a deep understanding of each member's priorities and interests to deliver personalized program recommendations and connections
• Lead membership retention strategy, identifying at-risk members early and executing proactive outreach to drive renewal and long-term participation
• Partner cross-functionally to shape and continuously elevate the member experience across all touchpoints throughout the program year
• Continuously refine member support processes and service standards to improve response times, resolution quality, and overall member satisfaction
• Resolve membership and event-related inquiries with urgency and professionalism, ensuring every interaction reinforces trust and confidence in Health Evolution
• Serve as a knowledgeable, responsive resource for members across all Health Evolution products and programs, delivering support that reflects the caliber of our executive audience
• Serve as the internal voice of the member, sharing insights and trends with leadership to shape strategy and product offerings
• Conduct regular proactive touchpoints (check-ins, calls, surveys) to understand member goals, gather feedback, and identify opportunities to deepen engagement
• Identify opportunities to expand member engagement, including upsell or referral opportunities where appropriate

Manager, Member Success

Customer Success Manager

• Reports to the Director, Partner Success
• Responsible for supporting the Partner Success team to maintain on-going relationships with leading companies across all health care industry sectors
• Mix of data integrity maintenance and tactical program implementation
• Provides weekly, trusted, tracking and visibility for the partner success team to accurately track progress against milestones and deadlines
• Drives and owns weekly goals meetings with data that allows partner success leaders to effectively prioritize their time and focus
• Creates and maintains effective Salesforce dashboards and reports
• Makes sure Salesforce records are up to date and correct at all times
• Takes a proactive approach to supporting partner success strategy
• Identify and Track Opportunities for Upsell, Based on Client Needs
• Continually Refines Processes to Better Serve partner Needs
• Manages Clear Communication Pathways to Prevent Friction Around Sponsor Delivery Internally and Externally
• Manages day-to-day progress of all sponsorships including communications, proposals, problem-solving, project design and implementation
• Tracks milestones and objectives of each sponsor and manages relationships to create desired value
• Provides admin support to partner success team members for sponsor onboarding and planning calls

Manager, Member Success

Coordinator, Partner Success