Team8

Director of Customer Success

Team8

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Act as the primary point of contact for self-insured employer clients, ensuring satisfaction and fostering long-term relationships.
  • Serve as a trusted advisor, understanding client needs and challenges, and offering strategic solutions to improve their healthcare programs.
  • Develop and maintain strong, strategic client relationships by understanding their business challenges and objectives, demonstrating exceptional problem-solving skills.
  • Coordinate and lead regular client check-ins, presentations, and strategic reviews to ensure alignment and satisfaction.
  • Collaborate with internal teams (data, data science, clinical and investigative, executives etc.) to ensure optimal service delivery to clients.
  • Become fluent in healthcare claims data as relevant to Company’s specific use case.
  • Nurture client relationships from infancy and throughout business relationship, including managing implementation process as needed.
  • Collaborate with new clients and their respective carrier(s)/data warehouse/PBM/Brokers, Advisors, all necessary documentation and other items in order to intake high-quality claims and health Plan data.
  • Utilize Bluespine software to create insights that inform decision-making, cost-saving strategies, and enhanced plan management.
  • Collaborate with internal teams to ensure the timely and successful delivery of results and insights.
  • Review client feedback and performance metrics to ensure solutions meet or exceed expectations.
  • Partner with the sales and solutions teams to develop strategic plans that address client goals.
  • Plan and lead client update presentations as well as ad hoc client meetings and written communications.
  • Assist the team in developing marketing initiatives, increasing business success, and enhancing sales.
  • Translate complex data insights into clear, actionable reports and presentations for non-technical stakeholders.
  • Develop and deliver regular client-facing reports and presentations that highlight key performance metrics, trends, and opportunities.
  • Explain technical concepts in a simple, understandable manner for benefits leaders, client executives and other decision-makers with limited technical expertise.
  • Coordinate internal resources and timelines to ensure smooth implementation and delivery of projects.
  • Troubleshoot client issues in a timely and proactive manner, ensuring client satisfaction.
  • Monitor key performance indicators (KPIs) to track the success of initiatives and client satisfaction.
  • Delegating tasks effectively and managing team dynamics.
  • Work closely with cross-functional teams such as data scientists, project managers, and consultants to deliver cohesive client solutions.
  • Contribute to team-wide best practices, sharing insights and strategies to enhance client success.
  • Develop and maintain strong executive relationships.

Requirements

  • 5–8 years of experience in account management, client success, or related roles within data analytics, technology, or consulting environments.
  • 4 years of experience in healthcare claims and data analytics – must have 3–4 years of healthcare payment integrity experience – must have.
  • Proven experience managing senior-level client relationships and negotiating contracts or agreements.
  • Bachelor’s degree in business, Data Analytics or a related field.
  • Master’s degree is preferred but not required.
  • Exceptional interpersonal and communication skills with the ability to understand and communicate technical insights to non-technical audiences in a tailored and thoughtful manner.
  • Hands-on, doer mindset.
  • Ability to thrive in a fast-paced and lightly structured environment.
  • Highly collaborative, team-focused, open communication and candid work style.
  • Strong problem-solving and strategic planning abilities.
  • Ability to break down complex problems into manageable components.
  • Identifying trends, patterns, and key insights in data.
  • Developing actionable recommendations based on data.
  • Understanding data analytics concepts, tools, and methodologies, with the ability to translate insights into client strategy.
  • Proven ability to lead and manage projects independently.
  • Experience in managing deliverables within deadlines.
  • Strong existing relationships within jumbo self-insured plan sponsor community.
  • Procurement/medical ASA and PBM including contract negotiation experience.
  • Familiarity with benefit analytics, data warehousing and claims data files.
  • Macro business knowledge of channels/industries relevant to the company’s client base (e.g. finance, healthcare, compliance).
Benefits
  • None specified 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords

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

Hard Skills & Tools
healthcare claimsdata analyticspayment integritycontract negotiationdata warehousingbenefit analyticsstrategic planningproblem-solvingproject managementKPI monitoring
Soft Skills
interpersonal skillscommunication skillscollaborationteam-focusedadaptabilityclient relationship managementproblem-solvingstrategic thinkingpresentation skillsclient satisfaction
Certifications
Bachelor's degree in businessBachelor's degree in Data AnalyticsMaster's degree (preferred)Procurement/medical ASA certification