Salary
💰 $76,300 - $89,700 per year
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