Senior Team Lead, Client Success

Pivotal Health

Lead a Client Success pod at Pivotal Health, enhancing reimbursement processes for healthcare providers. Manage a team while engaging with strategic healthcare clients.

Posted 5/15/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $160,000 - $185,000 per yearWebsite

About the role

Key responsibilities & impact

Own a Client Success pod: Lead a team of CSMs and drive performance across a defined portfolio of accounts; retention, expansion and overall client health.
Act as an escalation point: Step into complex client situations and ensure issues are resolved quickly and effectively.
Own the voice of the customer: Synthesize feedback, patterns, and friction points across your accounts and translate that into clear insights for Product, Operations, and Sales.
Manage and develop a team: Coach CSMs on account ownership, communication, and execution, helping the team operate with greater independence and confidence.
Build and scale how we operate: Develop playbooks, glossaries, and shared frameworks so the team isn’t reinventing the wheel — creating consistency across how we manage and grow accounts.
Drive account growth and engagement: Lead strategic account planning, QBRs, and ongoing engagement across your portfolio while partnering closely with Sales to identify and advance expansion opportunities.
Drive consistency: Define what “good” looks like across account management, communication, and follow-through — and ensure the team operates against it.
Own portfolio strategy: Ensure account coverage, prioritization, and focus align to account size, complexity, and growth opportunity.
Influence the business: Work closely with Sales, Product, and Operations to ensure customer needs are reflected in how we build and deliver.

Requirements

What you’ll need

5–10+ years of experience in Client Success, Account Management, or a related function
2+ years of people management experience
Experience managing complex or strategic accounts, ideally within healthcare (RCM, payer/provider, or health systems strongly preferred)
Strong understanding of retention, expansion, and managing a book of business
Proven ability to operate in a player/coach capacity and stay close to the work
Experience acting as an escalation point for clients and internal stakeholders
Strong executive presence; clear, concise, and confident in how you communicate
Comfortable working with data, reporting, and account-level analytics
Highly organized with strong operational discipline (CRM, workflows, forecasting)
Comfortable operating in a fast-moving environment where priorities shift and ownership is expected.

Benefits

Comp & perks

Competitive compensation, including equity
Full health, dental, and vision coverage
Retirement savings plan through 401(k)
Flexible time off
Opportunities for company-wide connection and events

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementclient successdata analysisreportingstrategic account planningretention strategiesexpansion strategiesoperational disciplinepeople managementcoaching

Soft Skills

leadershipcommunicationorganizational skillsproblem-solvinginfluenceexecutive presenceadaptabilityteam developmentindependenceconfidence