Virta Health

Associate Customer Success Manager

Virta Health

full-time

Posted on:

Origin:  • 🇺🇸 United States

Visit company website
AI Apply
Manual Apply

Salary

💰 $76,300 - $89,700 per year

Job Level

JuniorMid-Level

About the role

  • Build trusted relationships for a growing list of customers to enable account growth and ensure satisfaction, retention, and value
  • Support accounts to develop key client deliverables, including marketing project plans and meeting presentations for client touchpoints and business reviews, highlighting utilization, performance, and expansion opportunities
  • Use BI tools to pull and analyze customer-specific data for reporting, QBRs and ad hoc needs
  • Participate in client business reviews and own strategic follow-ups
  • Advocate for client needs and issue resolution cross-departmentally, provide continual feedback to internal teams on client needs
  • Build and maintain a deep understanding of Virta’s organization, services offered, and processes
  • Create and manage internal tickets and workflows across key cross-functional partners, including Implementation, Analytics, Billing, and other teams to support client needs
  • Support client data exchange operations in collaboration with the Implementation Team
  • Assist with benefit fairs logistics, collateral customization, and post-event reporting; participate in onsite benefit fairs and vendor summits for strategic accounts
  • Collaborate on improvements to SOPs and workflows, sharing learnings and opportunities as Virta continues to scale
  • Help identify trends or common roadblocks and propose solutions to improve team efficiency and client satisfaction
  • Help maintain Customer Relationship Management tools

Requirements

  • 3+ years experience in client management, customer success, or project coordination
  • Passionate about client experience and health outcomes
  • Ability to simultaneously manage and prioritize multiple projects and customer requests, keeping all stakeholders updated while managing customer expectations
  • Strong communicator with excellent written and verbal skills
  • Strong project management skills
  • Curious, proactive, and eager to grow – asks "why" and proposes solutions
  • Comfortable in a fast-paced and ever-evolving environment
  • Strategic thinker and self-starter – able to proactively identify opportunities and execute to maximize value for the client value and drive growth
  • Preferred Skills: Experience working in healthcare, digital health, or benefits administration a plus
  • Familiarity with Salesforce, Asana, or other Client Management / Project Management /PM tools
  • Basic proficiency in Google Slides or PowerPoint for client-facing content