Strategy & Operations Manager, Client Success @ Employer Direct Healthcare | Jobright.ai
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Strategy & Operations Manager, Client Success jobs in Remote, USA
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Employer Direct Healthcare · 3 hours ago

Strategy & Operations Manager, Client Success

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Responsibilities

Be the right-hand to the Client Success leadership team, addressing their various strategic and operational needs
Shape and directly implement the Client Success strategy & design, including establishing growth targets, segmenting our client base, designing and managing books of business, setting quotas, and developing cross-functional plans that ensure we achieve those targets
Establish OKRs and KPIs; monitor and report on them regularly; and ensure the CS team can easily access and take action on these metrics
Stand up the Client Success operating cadence to manage upsell and renewals pipeline, flag risks, devise countermeasures to those risks, and forecast accurately
Build a customer health score/model with qualitative and quantitative inputs from a variety of complex sources that identify whitespace and churn risk
Identify operational gaps and devise more efficient processes, such as an “at-risk” process
Project-manage a variety of cross-functional initiatives that level-up the Client Success organization by partnering with others in Strategy & Operations along with Sales, Marketing, Network, and technology teams
Work closely with leadership to collect business requirements for Salesforce.com and other data to capture, ensuring these solutions are implemented successfully by your GTM Systems teammates

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Customer Success OperationsSalesforce.comKPI establishmentOKR establishmentExcelPowerPointQuantitative mindsetHealthcare experienceProject management

Required

Bachelor’s degree in a business or related field
4-6 years of experience in Customer Success Operations at a high-growth company. Experience in healthcare or digital health a plus
Excellent Salesforce.com, Excel and Powerpoint skills
Self-directed and high attention to detail
Take ownership: you operate autonomously vs. waiting for direction; you hold yourself and others accountable to outcomes; and you finish what you started
Quantitative mindset; can establish KPIs and OKRs that underpin success and team effectiveness, and you can independently interpret the data to articulate the 'so what'

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
Short & Long Term Disability
Life Insurance
401k with company match
Paid Time Off
Paid Parental Leave

Company

Employer Direct Healthcare

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Our mission is to transform access to excellent care.

H1B Sponsorship

Employer Direct Healthcare has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (2)
2022 (4)
2021 (4)
2020 (1)

Funding

Current Stage
Growth Stage
Total Funding
$93M
Key Investors
Insight PartnersDundon Capital PartnersTEXO Ventures
2023-12-19Secondary Market· $92M
2020-10-27Series Unknown· undefined
2016-01-12Series C· undefined

Leadership Team

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John Zutter
Chief Executive Officer
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Fiona Mulligan
Chief Operating Officer
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Company data provided by crunchbase
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