Client Success Portfolio Manager

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $95.3k - $124.7k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Included Health

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🏥 Healthcare

☁️ SaaS

👥 HR Tech

Healthcare • SaaS • HR Tech

Included Health is a healthcare technology company that delivers personalized, employer- and health-plan-focused primary, urgent, and behavioral health care through a single app and a network of virtual and in-person services. It blends AI-driven tools and human care teams to provide 24/7 care coordination, billing and claims advocacy, second opinions from leading specialists, and mental-health support, with the goal of lowering employer healthcare costs and improving member experience and inclusivity.

📋 Description

• Support retention and growth of a large portfolio of complex clients to achieve business outcomes • Consolidate client/member escalations for root-cause analysis, resolution, closed-loop communication, and theme identification • Manage clients directly when the team is over capacity, has attrition, or CS Principals are on leave of absence • Progress retention and upsell work across the portfolio • Build materials and generate insights for client meetings, business reviews, and strategy sessions • Lead Client Service Delivery initiatives to improve TCO effectiveness and accelerate client and member experience improvements • Develop project plans, proposals, progress reports, regular reports, and presentations • Create actionable content supporting consistent execution across the client lifecycle • Lead cross-functional workgroups for Client Service Delivery initiatives • Represent portfolio and AVP perspectives in Client Service Delivery work • Gather team input, share it in workgroups, and keep leadership and the team updated on priorities, progress, barriers, and timelines

🎯 Requirements

• 5+ years of experience working with Fortune 500 clients in B2B healthcare • Expertise in benefits and healthcare • Exceptional written and verbal communication skills • Exceptional presentation skills • Ability to articulate a compelling value proposition, deliver insights, and manage difficult conversations • Executive presence and ability to consult with and influence executives • Ability to work cross-functionally to deliver results • Personal accountability for decisions, actions, and processes supporting long-term client relationships • Ability to analyze and interpret data to derive insights supporting value delivery for clients • Ability to work autonomously in a fully remote, fast-paced, rapidly changing environment with a high degree of ambiguity • Passion for Included Health’s mission • Solution-focused, curious, lifelong learner, optimistic problem solver • Ability to travel up to 25%

🏖️ Benefits

• Commission • Equity • Remote-first culture • 401(k) savings plan through Fidelity • Comprehensive medical, vision, and dental coverage through multiple medical plan options, including disability insurance • Paid Time Off (PTO) and Discretionary Time Off (DTO) • 12 weeks of 100% paid parental leave • Fertility coverage • $25,000 for surrogacy/adoption • Paid leave for failed treatments, adoption, or pregnancies • Work-From-Home reimbursement to support team collaboration and home office work