Customer Success Manager – Unit 42
Palo Alto Networks
Cyber SecurityTableau
Client Success Executive
Vālenz® Health
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Lead pre- and post-sale presentations and coordinate regular client meetings to maintain strong relationships and ensure alignment on goals and services.
- Drive revenue growth through upselling, cross-selling, and strategic account planning across assigned clients.
- Manage and track sales opportunities using the CRM system to ensure accurate pipeline visibility and follow-up.
- Oversee client proposals, renewals, and implementations, ensuring timely and effective execution in collaboration with internal teams.
- Develop and maintain Strategic Account Plans that outline client goals, key initiatives, and growth opportunities.
- Serve as the primary client contact, ensuring timely communication, issue resolution, and overall satisfaction.
- Demonstrate strong knowledge of Vālenz products and services, effectively aligning solutions with client needs.
- Collaborate with internal teams to resolve client issues, improve service delivery, and streamline processes.
- Ensure compliance with company policies, procedures, and HIPAA standards in all client interactions.
- Partner with Operations, SMEs, and other departments to meet client requirements and strengthen relationships.
Requirements
- 5+ years of experience in managing both internal and external relationships; knowledge of healthcare plan administration.
- Experience in healthcare plans, health insurance, or equivalent
- Exceptional communication skills, both written and verbal, with strong presentation abilities in-person and virtually.
- Proficiency in MS Office, especially in advanced Excel functions and PowerPoint.
- Ability to manage multiple client accounts, work under pressure, and consistently deliver exemplary customer service.
- A plus if you have… Bachelor's degree in marketing or business administration
- Self-funded healthcare experience
Benefits
- Competitive benefits package with generous employer subsidies
- Flexible and remote working options
- 401k with generous employer match and immediate vesting
- Personal and professional development opportunities
- Supportive family benefits, including paid leave for new family members
- Companywide philanthropic program, Valenz Communities Connection
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
CRM systemadvanced Excel functionsPowerPointaccount planningclient proposalsrenewalsimplementationsupsellingcross-sellinghealthcare plan administration
Soft skills
communication skillspresentation abilitiesrelationship managementissue resolutioncustomer servicecollaborationtime managementproblem-solvingorganizational skillsadaptability
Certifications
Bachelor's degree in marketingBachelor's degree in business administration
