Senior Specialist, Customer Success

Transcarent

Sr. Client Success Specialist managing complex client relationships for healthcare solutions at Transcarent.

Posted 6/10/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $100,000 - $125,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

client successaccount managementstrategic relationship managementdata analysisreport preparationprogram implementationproject trackingretention strategiesgrowth strategiesB2B relationship management

Soft Skills

communicationrelationship managementanalytical skillsproblem-solvingorganizational skillscollaborationpresentation skillsclient engagementadministrative supportstrategic planning

Tools & Technologies

Microsoft OfficeCRM systemsSalesforcedata analysis toolsreporting toolsproject management softwarecommunication platformsmarketing automation toolsclient management systemsengagement tracking systems

Certifications & Qualifications

Bachelor's degree in BusinessBachelor's degree in Healthcare AdministrationBachelor's degree in Communications

Industry Keywords

healthcare organizationshealth plansinsurance carriersstrategic partnershipsclient retentionclient growthB2B relationshipscontract managementprogram value demonstrationmember satisfaction

About the role

Key responsibilities & impact

Support the Client Success Executive as the primary point of contact for an assigned portfolio of strategic and enterprise 2nd.MD clients
Assist with strategic business reviews, quarterly health checks, and annual renewal discussions with HR leaders and key stakeholders
Monitor client communications and flag potential risks, concerns, or opportunities to the Client Success Executive
Maintain positive relationships with key decision makers, HR leaders, benefits administrators, and health plan partners
Assist with coordination of relationships between clients, health plans, insurance carriers, and strategic partnership organizations
Support program implementation and communication across client organizations and their health plan partners
Help facilitate meetings and ensure proper documentation and follow-up activities
Support client retention activities and assist with renewal preparation and documentation
Help identify potential growth opportunities and communicate findings to the Client Success Executive
Assist with developing client success plans and tracking progress against established goals
Provide administrative support for expansion discussions and coordinate with Client Success Executive as needed
Monitor and analyze client program performance with assistance from Client Success Executive, tracking utilization rates, member satisfaction, clinical outcomes, and ROI metrics
Prepare standard reports and summaries to help demonstrate program value to clients and health plan partners
Support implementation coordination of new services, features, or program enhancements
Assist with cross-functional coordination and help manage project timelines and deliverables
Serve as a knowledgeable resource on 2nd.MD services, helping clients navigate available programs and resources
Support client communications including meeting preparation, documentation, and follow-up activities
Assist with preparing materials and presentations for client meetings and strategic planning sessions
Help gather client feedback and communicate insights to appropriate internal teams
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
Handle routine client inquiries and coordinate escalated issues with the Client Success Executive
Provide administrative support including meeting coordination, documentation, and project tracking
Assist with process improvements and help maintain best practices for client relationship management
Support special projects and initiatives as assigned by the Client Success Executive and leadership team

Requirements

What you’ll need

Bachelor's degree in Business, Healthcare Administration, Communications, or related field
5-7 years of professional experience in client success, account management, or strategic relationship management
Proven experience managing complex B2B relationships with contract values of $100K-$2M+
Demonstrated track record of achieving retention and growth targets in senior client-facing roles
Experience working with healthcare organizations, health plans, insurance carriers, or strategic partnerships
Advanced analytical skills with experience interpreting complex data and creating strategic insights
Expert proficiency with Microsoft Office suite and CRM systems (Salesforce preferred) along advanced data analysis tools
Strong verbal and written communications are essential to success in the role.

Benefits

Comp & perks

Competitive medical, dental, and vision coverage
Competitive 401(k) Plan with a generous company match
Flexible Time Off/Paid Time Off, 13 paid holidays
Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance
Mental Health and Wellness benefits