Customer Success Manager – Unit 42
Palo Alto Networks
Cyber SecurityTableau
Customer Success Specialist
Transcarent
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $78,000 per year
Job Level
Junior
About the role
- Serve as the primary point of contact for an assigned portfolio of mid-market EMO clients
- Participate in business reviews and client check-ins with support from senior team members
- Monitor client health and proactively communicate potential concerns to management
- Build and maintain positive relationships with client contacts, HR teams, and benefits administrators
- Monitor and track client engagement activities including marketing campaigns, communication initiatives, and member outreach programs
- Coordinate with marketing teams to ensure proper tracking of engagement opt-ins.
- Support execution of client-specific engagement strategies and marketing materials
- Assist with election tracking of health fairs and on-site events (Some travel may be required in attending on-site events)
- Maintain accurate records of engagement activities, marketing touchpoints, and election outcomes
- Support client retention efforts and contribute to renewal processes
- Assist in identifying potential expansion opportunities and communicate findings to appropriate teams
- Help develop client-specific success plans under guidance from senior Client Success team members
- Support implementation of new services or program enhancements for existing clients
- Track client program performance metrics including utilization rates and member satisfaction
- Prepare standard client reports and assist with data analysis and trend identification
- Coordinate with cross-functional teams to address client needs and requests
- Handle routine client inquiries and escalate complex issues to appropriate team members
- Maintain accurate client records and documentation in Salesforce and other systems
- Assist with client communications, meeting coordination, and follow-up activities
- Support special projects and initiatives as assigned by Client Success leadership
- Develop knowledge of EMO services, healthcare industry trends, and client success best practices
- Participate in training programs and professional development opportunities
- Collaborate with team members to learn consultative approaches and strategic thinking
- Contribute to team knowledge sharing and process improvement initiatives
Requirements
- Bachelor's degree in Business, Healthcare, Communications, or related field
- 1-3 years of professional experience in customer service, account coordination, or client-facing roles
- Interest in healthcare, employee benefits, or B2B client relationships
- Strong communication skills with ability to interact professionally with clients and internal teams
- Basic analytical skills and comfort working with data and reports
- Proficiency with Microsoft Office Suite and ability to learn CRM systems (Salesforce training provided)
- Strong verbal and written communications are essential to success in the role.
Benefits
- Competitive medical, dental, and vision coverage
- Competitive 401(k) Plan with a generous company match
- Flexible Time Off/Paid Time Off, 12 paid holidays
- Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance
- Mental Health and Wellness benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisclient engagement trackingmarketing campaign executionreport preparationutilization rate trackingmember satisfaction metricssuccess plan developmentprogram enhancement implementationclient retention strategieselection tracking
Soft skills
communicationrelationship buildingproblem-solvingteam collaborationconsultative approachstrategic thinkingorganizational skillsprofessional interactionclient inquiry handlingprocess improvement
Certifications
Bachelor's degree in BusinessBachelor's degree in HealthcareBachelor's degree in Communications
