Centivo · 3 months ago
Client Success Executive
Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. As a Client Success Executive, you will guide clients through their journey with Centivo, building deep relationships and translating complex data into actionable insights to drive client growth and retention.
Health CareInformation TechnologyMedical
Responsibilities
Own the client relationship. Serve as the strategic and day-to-day contact for your client portfolio, building deep, consultative partnerships with HR, Finance, and broker/consultant teams
Tell a compelling, data-driven story. Translate complex health, claims, and engagement data into meaningful insights that show progress, demonstrate value, and inspire confidence in Centivo’s approach
Drive client growth and retention. Lead renewals and strategic planning conversations that highlight measurable outcomes, promote member engagement, and identify opportunities to expand Centivo’s solutions across markets or populations
Guide a seamless client journey. Ensure a smooth transition from implementation to ongoing partnership, proactively anticipating client needs and aligning Centivo’s capabilities to meet them
Be the client’s voice inside Centivo. Collaborate cross-functionally with operations, analytics, and product teams to ensure we deliver with excellence and continuously enhance the client experience
Engage with brokers and consultants. Build trusted relationships that extend Centivo’s reach and strengthen our position as a high-value, innovative partner
Champion continuous improvement. Bring forward ideas and feedback that help evolve our client success playbook and enhance how we serve clients every day
Qualification
Required
Bachelor's degree or equivalent experience is required
10 years' experience as Client Success Executive (Account Management) in employer-sponsored health plans
5 years' experience working with self-funded accounts
5 years' experience working at a TPA or direct carrier
Advanced knowledge of Microsoft Office products (Excel, Power Point, Word)
Excellent oral and written communication; an ability to present information in a way that establishes rapport, persuades others, gains understanding
Business Acumen – A keenness and quickness in understanding and dealing with a business situation (risks and opportunities) in a manner that is likely to lead to a good outcome. Critical to this is an ability to think beyond their own function
Strong ability to work cross functionally and build consensus among stakeholders and cross-functional teams in a dynamic environment
Company
Centivo
Centivo offers a digital health plan aimed at self-funded employers looking to provide employees with care.
Funding
Current Stage
Growth StageTotal Funding
$226.4MKey Investors
Morgan HealthB CapitalBain Capital Ventures
2024-09-24Series Unknown· $75M
2024-09-24Debt Financing
2022-07-19Series B· $30M
Recent News
2025-08-26
2025-08-20
Company Ventures
2025-08-12
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