Associate Customer Success Manager

As an Associate Customer Success Manager, you will 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. 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.