Manage a portfolio of large, complex inVESTED PRO clients as their primary point of contact.
Hold regular business reviews with client leadership and translate business needs into prioritized action plans.
Lead escalations and coordinate with delivery, support, and account teams to keep client work on schedule.
The Vested Group is an award-winning Oracle NetSuite Solution Provider that partners with growing businesses for ERP implementations, support, and custom solutions. They focus on long-term client value and are backed by Pine Services Group.
Own and manage client and broker relationships for a portfolio of 25-30 large market accounts, ensuring high-quality experience and proactive risk mitigation.
Execute engagement workflows, analyze client KPIs, and develop data-driven action plans to drive retention and satisfaction.
Collaborate cross-functionally with Strategic Account Management, Sales, and Concierge teams, and lead client meetings with strong executive presence.
Garner Health transforms the U.S. healthcare system by using advanced data analytics to identify high-performing doctors and incentivize members to seek better care. In five years, the company has helped over 2.5 million people access higher-quality care, saved $1 billion in healthcare costs, and doubled annually, recently closing a Series E round.
Lead end-to-end implementation projects for benefits solutions, coordinating activities from initiation to delivery.
Serve as the primary client advocate, analyzing requirements and customizing solutions for midsize clients.
Manage project scope, timelines, and risks while collaborating with cross-functional teams and external partners.
The company provides benefits solutions for midsize clients, focusing on health plan implementations. It emphasizes collaborative, consultative client service and a culture of continuous improvement.
Serve as the primary relationship owner for Curated clients across legal, AI, medtech, CRO, and other non-pharma industries, guiding programs from intake to delivery.
Partner with internal operations and Impiricus client services teams to coordinate physician recruitment, scheduling, and execution while managing multiple concurrent engagements.
Help build the client services function from the ground up, creating playbooks, templates, and processes as the business scales.
Impiricus is the Agentic Commercialization Platform for Healthcare, helping life sciences teams understand physician intent and enable real-time action. Founded by a practicing physician and a senior pharma executive, it is trusted by more than one million opted-in HCPs.
Manage a portfolio of complex enterprise clients, driving retention, upsell, and NPS targets while building trusted advisor relationships.
Develop and execute client strategies, retention and upsell plans, and recurring business reviews to demonstrate value and ROI.
Partner cross-functionally with marketing and internal teams to improve member engagement and mitigate churn risk.
Included Health is a healthcare company delivering integrated virtual care and navigation, offering members care guidance, advocacy, and personalized virtual and in-person care. It is a remote-first organization on a mission to raise the standard of healthcare for everyone, breaking down barriers to high-quality care.
Build and maintain strong, lasting relationships with clients as a Client Manager.
Deliver exceptional client service in the employee benefits space.
Join a talent community to stay connected for future opportunities aligned with your experience.
EPIC Brokers is an employee benefits and insurance brokerage firm that connects experienced professionals with client-focused opportunities. They value strong client relationships and aim to build a community of talented Employee Benefits professionals.
Serve as the single post-sales support point of contact for customers, driving value and impact conversations.
Coordinate with internal teams to ensure delivery of contracted products and services while meeting SLAs and KPIs.
Track customer adoption, document use cases, and coordinate training needs across a portfolio of accounts.
Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies grow, manage risk, and innovate. They are a diverse, global team that values creativity, collaboration, and bold ideas.
Act as the face of Vida, owning end-to-end client relationships and ensuring client satisfaction.
Perform data analysis, present strategic recommendations, and identify up-sell opportunities.
Collaborate with internal teams across product, design, engineering, sales, and marketing to develop solutions.
Vida is a virtual, personalized obesity care provider that uses evidence-based treatment to help patients manage obesity and related conditions. It is a fast-paced startup trusted by Fortune 100 companies, with a culture that values diversity and inclusion.
Manage a portfolio of 12-20 clients as a trusted advisor throughout the healthcare benefits lifecycle.
Drive client retention, revenue growth, and service excellence through strategic account planning and cross-functional collaboration.
Apply self-funded health plan and TPA expertise to deliver consultative solutions to senior stakeholders.
The company provides third-party administration and healthcare benefits solutions for self-funded health plans. It fosters an inclusive, purpose-driven culture focused on teamwork, professional growth, and service excellence.
Manage day-to-day client relationships, business reviews, escalations, and executive engagement for pharmacy accounts.
Lead implementations, monitor service delivery, and resolve issues across retail, mail, specialty, rebate, and clinical programs.
Analyze data, develop reports, and coordinate vendors to ensure contractual commitments are met.
Blue Cross Blue Shield Association is a national association of 33 independent, community-based Blue Cross Blue Shield companies. We are purpose-driven with a culture built on connection, work-life flexibility, well-being, and community commitment.
Manage and grow relationships with an assigned portfolio of clients, serving as a trusted day-to-day partner.
Drive platform adoption, client engagement, and strategic account plans to ensure clients maximize value.
Analyze client health and collaborate with internal teams to support retention, growth, and issue resolution.
iCapital is a financial technology company powering the world's alternative investment marketplace. The company fosters a culture of innovation, collaboration, and client success, offering comprehensive benefits and an equal opportunity environment.
Lead, coach, and develop a team of Customer Success Managers serving clinics and providers.
Drive retention, satisfaction, and growth while ensuring exceptional customer experiences.
Partner cross-functionally with Sales, Operations, Clinical, and Leadership to improve outcomes.
Strive Pharmacy is a personalized compounding pharmacy creating medications tailored to each patient, with a human-centered approach to care. The company is growing and fosters a collaborative, engaging culture where employees build relationships and grow professionally.
Serve as the primary client contact and trusted advisor, building relationships to identify needs that result in expanded solutions.
Collaborate with Go-To-Market teams to execute strategic plans and promote policy adoption to increase client value.
Monitor program performance, perform root cause analysis, and execute action plans to optimize program consistency and results.
Cotiviti is a healthcare data analytics and payment integrity company that offers payment policy management (PPM) and customer value (CV) products to improve client outcomes. The company fosters a collaborative, client-focused culture and provides competitive benefits, making it a supportive work environment.
Contribute to creation of client proposals and budgets.
Precision AQ is the leading payer marketing agency, supporting global pharmaceutical and life sciences clients in achieving commercial excellence. They are a team-driven agency focused on growth, offering opportunities for learning, mentorship, and advancement.
Develop and maintain strong client relationships as a trusted advisor, understanding needs and identifying upselling and cross-selling opportunities.
Implement strategies for consistent customer satisfaction and retention, managing contract renewals and RFPs.
Conduct regular business reviews, provide tailored solutions, and advocate for customer needs across internal teams.
EverDriven partners with school districts to provide safe, reliable transportation for students, including those experiencing homelessness, living with disabilities, or outside traditional bus routes. The company operates with a tech-powered, human-led model and a culture rooted in integrity, collaboration, and continuous improvement.
Own the customer journey post-implementation, building strong relationships and ensuring product adoption and stability.
Drive retention and growth by designing Success Plans and Save Plans that mitigate churn and protect ARR.
Serve as the customer's advocate, partnering with internal teams to manage escalations and influence the product roadmap.
Hyland is the pioneer of the Content Innovation Cloud, delivering enterprise intelligence to organizations with solutions that unlock actionable insights and drive automation. With nearly 4,000 employees, Hyland has an employee-centric culture that values diversity, inclusion, and community impact.
Build and sustain strong relationships with 20-50 small to mid-sized clients, acting as their primary point of contact.
Translate client goals into success plans that drive satisfaction, retention, product adoption, and expansion.
Identify retention risks, coordinate cross-functional delivery, and support renewals, upsells, and business reviews.
Safeguard Global helps organizations recruit, hire, manage, and pay employees in nearly 190 countries. With 1,500+ customers, it offers a human-centered, flexible culture and opportunities to collaborate across the globe.
Build and maintain trusted relationships across an assigned customer portfolio, engaging executive sponsors, program leadership, IT, and end users.
Drive CaseWorks adoption through proactive outreach, customer education, best-practice guidance, and coordinated enablement activities.
Lead retention efforts, identify renewal risks early, partner with Sales on renewals, and uncover expansion opportunities aligned with customer needs.
Next Chapter Technology provides the CaseWorks platform, delivering document management, content services, workflow automation, and document infrastructure solutions for Health & Human Services agencies. The company is a close-knit, ambitious team that values individual contributions, collaboration, and shared vision for growth.
Develop and maintain key relationships with client account and pharmacy teams.
Drive strategic account plans to ensure client engagement and satisfaction.
Lead client meetings and consult on pharmacy spend optimization.
Prime Therapeutics is a pharmacy benefit manager (PBM) focused on simplifying healthcare and connecting care for clients. The company is a large, purpose-driven organization with a culture centered on innovation and employee well-being.
Serve as the customer champion and dedicated account owner for assigned customers, driving satisfaction and loyalty through proactive engagement.
Act as a product leader and trusted advisor, providing recommendations and leading effective customer presentations.
Guide customers throughout the product lifecycle, from initial rollout to ongoing management, renewals, and expansion opportunities.
MediSpend provides SaaS solutions for medical affairs and compliance. The company fosters a customer-centric culture and supports a fully remote workforce with a focus on employee well-being.