Experience healthcare without the headaches. Included Health can help you get care for colds, bills, anxiety, and everything in between with personalized virtual care, benefits navigation, and member advocacy. Backed by Greylock.
About the role
The Client Success Portfolio Manager is responsible for supporting the retention and growth of a large portfolio of complex clients to achieve business outcomes. The Client Success Portfolio Manager reports to the AVP, Client Success, and works across TCO with a matrixed manager reporting relationship to the Senior Director of Performance Optimization to advance Client Service Delivery Excellence. They are solution focused and adept at finding efficiencies to help the team scale.
What they're looking for
- B2B Healthcare: 5+ years experience working with Fortune 500 clients with expertise in benefits and healthcare
- Results: Ability to work cross-functionally to deliver results
- Accountable: Take personal accountability for decisions, actions, and processes needed to support long term client relationships
- Data Driven: Analyze and interpret data deriving insights that support value delivery for clients
- Change Agent: Ability to work autonomously in a fully remote, fast paced, rapidly changing environment, with a high degree of ambiguity serving as a champion of change
- Passion: Driven by Included Health’s mission of raising the standard of health care for everyone
More about this role
The Client Success Portfolio Manager is responsible for supporting the retention and growth of a large portfolio of complex clients to achieve business outcomes. The Client Success Portfolio Manager reports to the AVP, Client Success, and works across TCO with a matrixed manager reporting relationship to the Senior Director of Performance Optimization to advance Client Service Delivery Excellence. They are solution focused and adept at finding efficiencies to help the team scale. They are an expert in Client Success best practices as well as Included Health offerings.
- Client Support - 70% of time:
Accountable for supporting a portfolio of complex clients by working with CS Principals, CS Directors and the CS AVP to consolidate client / member escalations for RCA, resolution, close loop communication and theme identification.
- Responsible for managing clients directly, when the team is over capacity or has attrition, and when CS Principals are on LoA.
- Works collaboratively to progress retention and upsell work across their portfolio.
- Builds materials and generates insights to support client meetings, including business reviews, strategy sessions, etc. with accountability for...
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