Urrly

Client Success Manager

Urrly

full-time

Posted on:

Location Type: Remote

Location: New York • United States

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Salary

💰 $80,000 - $100,000 per year

About the role

  • Lead partner onboarding from sales handoff to launch.
  • Build partner success plans and track adoption KPIs.
  • Run business reviews with clear data and next steps.
  • Manage client questions, issues, and escalations.
  • Coordinate with product, engineering, billing, and care teams.
  • Document workflows and create partner playbooks.
  • Drive adoption, retention, and account growth.

Requirements

  • 2+ years in client success, partner success, or implementation.
  • Health tech experience with payer or insurance workflows.
  • Strong Excel or Google Sheets skills.
  • Experience with reporting, pivots, and partner metrics.
  • Able to work Eastern Time business hours.
  • Comfortable managing custom partner setups.
  • SFTP or API workflow exposure (nice to have).
  • Experience with health plans or managed care (nice to have).
  • QBR or ABR presentation experience (nice to have).
  • Startup experience with limited tools (nice to have).
Benefits
  • Fully remote work across the U.S.
  • Flexible schedule within ET business hours.
  • High growth potential for the right candidate.
  • Great benefits and startup upside.
  • Laptop provided.
Applicant Tracking System Keywords

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

Hard Skills & Tools
ExcelGoogle Sheetsreportingpivot tablespartner metricsSFTPAPI workflows
Soft Skills
client managementissue resolutioncommunicationorganizational skillsdata analysis