Remote Customer service Jobs • Presentation

The Senior Service Delivery Manager is the primary point of contact for assigned client accounts and manages inquiries regarding the administration of HealthEquity’s products, building trust and rapport with clients. They lead regular client meetings, manage project plans, and collaborate with Account Executives on client strategy. They also conduct operational reviews to improve service efficiencies and advocate client needs with internal stakeholders.

Uphold Cleo’s Customer Success strategy and processes, ensuring accurate recording and follow-ups. Oversee the customer lifecycle from launch to renewal, ensure optimal customer journey. Manage a 30+ customer base, including 1-on-1s and quarterly Executive Business Reviews. Develop customer relationships, promote customer loyalty. Understand customer structure and connect goals to solutions.