Cleo · 14 hours ago
Senior Customer Success Manager - Health Plans + Health Systems
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Responsibilities
Leverage your customer success expertise and health plan knowledge to build deep, trusted, and long-term business relationships with your clients
Provide strong day-to-day support and interactions that focus on your client's needs and strategic initiatives
Own logo and revenue retention, contract renewal, contract expansion, and revenue growth for your customer base
Conduct quarterly executive business reviews to document success, review adoption and usage metrics, align on executive priorities, provide adoption and usage recommendations, and review Cleo’s product roadmap
Measure and communicate key metrics to leadership and peers, own leading and lagging indicators of success, identify at risk accounts early, and create strategic plans to turn their experience around and lead to favorable resolution
Assist in driving successful launches for new health plans and health systems, both in the commercial and government spheres
Partner with Marketing and Product to drive adoption and enrollment in Cleo products, maximizing engagement rate of the Cleo benefit to continually demonstrate value
Be the voice of the customer internally to ensure Cleo delivers products, services, and a member experience that meet our customer’s needs
Achieve operational excellence; ensure all communication and activities with assigned customers are documented in CRM (Salesforce)
Qualification
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Required
7+ years of customer success or account management experience in Medicare Advantage and Commercial health plans
Deep prior experience managing, retaining, renewing and upselling a multi-million dollar book of business comprised of large health plans and health systems, including Medicare plans
Experience building trusted business relationships by exceeding customer expectations, being accessible and responsive, and delivering on promises efficiently and effectively
The ability to switch seamlessly between both the strategic and tactical. You are a do-er who thrives on action and improvement, but you do so thoughtfully: leveraging data, industry best practices, and building scalable solutions for the long-term
Skilled at identifying and forging relationships with C-level executives, decision makers, and influential stakeholders
Outstanding communication skills, both verbal and written; an ability to provide clear and concise guidance through emails and over the phone or in person with a casual and confident tone
Excellent presentation development and delivery, with the ability to create storylines and present data in a way that resonates with your audience
Self-motivation with the ability to be hardworking, coachable, and willing to learn new skills
The ability to thrive in a rapidly-growing environment while maintaining professionalism, confidentiality, and composure
Background in or passion for working in health services related to women’s health, maternity, child care and/or caregiving
An eagerness to work in an ever-changing, fast-paced startup environment
Benefits
Health insurance (medical, dental, and vision)
15 paid holidays
5-day winter break
Unlimited flexible vacation time
Sick time
16 weeks paid parental leave
401(k) plan
Disability insurance
Life insurance
Wellness perks
And more.
Company
Cleo
Cleo is a benefits platform that provides personalized guidance for working families.
Funding
Current Stage
Growth StageTotal Funding
$80.95MKey Investors
Transformation CapitalNew Enterprise AssociatesGreylock
2021-03-30Series C· $40M
2019-03-20Series B· $27.5M
2018-06-13Series A· $11.01M
Leadership Team
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